All GLG News Analyses Filed Under: Healthcare Services

Gavin CampbellManaging PrincipalSteelbridge Capital LLC

US Commercial Office Market Finally Hits the Wall

May 27, 2008

Analysis of:Shopping Centers Feast On Acquisitions | nreionline.com

The combination of a slowing economy and turbulent debt markets has finally hit the US commercial office market. Although a great deal of equity capital remains ready to invest, between the meltdown and risk-adjustment in the financing markets, deteriorating operating fundamentals and herd mentality withdrawal from the market, office investment transaction values are down 70% from last year as reported in the May 21, 2008 edition of National Real Estate Investor. Moreover, what deals that are getting done are being transacted at cap rates 50-100 basis points above where they were a year ago, to an average of approximately 7% nationally. If every commercial property in the US were appraised today at these higher metrics, the implication would be a loss in value of nearly $200 billion.  

Not Likely a Big Deal

May 19, 2008

Analysis by: GLG Expert Contributor

Analysis of:Analyst: $850M opportunity for Allscripts with merger | www.forbes.com

I'd go with the second analyst in the article, who points out the exosting product overlap between the two companies.

I lean toward "Bust"

May 16, 2008

Analysis by: GLG Expert Contributor

Analysis of:Analyst: $850M opportunity for Allscripts with merger | www.forbes.com

Difficulty in turning the potential opportunity into sales     

Controlled Substance Diversion

May 14, 2008

Analysis by: GLG Expert Contributor

Analysis of:McKesson settles DEA "lifestyle drug" claims | www.reuters.com

This article serves as a reminder that it is institutional, not individual diversion of controlled substances that is the principal basis of this important public health concern.

You Don't Have to Fear Discrimination Based on Your Genes

May 14, 2008

Analysis by: GLG Expert Contributor

Analysis of:Experts see boost to genetic testing from US bill | www.reuters.com

The Genetic Information Nondiscrimination Act (GINA), which will soon become law, will protect Americans who choose to have genetic testing against the fear of discrimination by employers and health insurers. The idea of personalized medicine can not become a reality with out the passage of GINA.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

Straight Talk From Cardinal Health’s George Barrett

May 5, 2008

Analysis of:Cardinal Health FY3Q Net Soars On 2007 Charges | online.wsj.com

George Barrett, the new CEO of Cardinal Health’s (CAH) Healthcare Supply Chain Services division, was refreshingly blunt in describing the need to “turnaround” the drug distribution business on last Thursday’s earning conference call.  He described the company’s market share challenges with independent pharmacies following the disruption of controlled substances distribution at four locations. It’s encouraging that Mr. Barrett recognizes the challenges of the “enforcement” role that has been thrust upon the company by the DEA.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

McKesson Avoids Major DEA Impact

May 5, 2008

Analysis of:McKesson settles DEA "lifestyle drug" claims | www.reuters.com

McKesson (MCK) announced a settlement with the DEA that temporarily suspends distribution of two controlled substances from two of its distribution centers. I presume that McKesson has learned some lessons from Cardinal Health’s (CAH) troubles so the marketplace impact should be less severe.  

The Human Genome will promote genetic counciling chaos and misinformation

April 30, 2008

Analysis by: GLG Expert Contributor

Analysis of:Experts see boost to genetic testing from US bill | www.reuters.com

There are many reasons why the commercialization of human genome "information" will be ABSOLUTE CHAOS AND COST.  The three most prominent are the following:   1. Physician education is almost devoid of practical genomic teachings except for Diabetes and lipid disorders.   2.  Fully 85% of genetic referrals now are inappropriate with "simple" genetics.  Human genomic knowledge is quantums greater   3.  The American people will embrace this new gizmology (technology) especially when forecasting the future and invest highly ripe for greed and opportunism.

Frederic GoldsteinPresident and Chief Operating OfficerU.S. Preventive Medicine, Inc.

Genetic Testing Will Move to Mainstream Acceptance

April 29, 2008

Analysis of:Experts see boost to genetic testing from US bill | www.reuters.com

The passage of this bill by the Senate and the likely passage by the house are both good for consumers as well as the companies that conduct genetic testing.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

National Supply Chain Security Standards Will Benefit Everyone

April 21, 2008

Analysis of:NACDS Urges Congress to Refrain from Mandating Prescription Drug E-Pedigree Requirements | www.nacds.org

The movement to make the pharmacy supply chain safer just took a huge step forward with Friday’s introduction of H.R. 5839 Safeguarding America’s Pharmaceuticals Act of 2008. The bill is co-sponsored by Representatives Steve Buyer (R-IN), Gene Green (D-TX), Jim Matheson (D-UT), and Mike Rogers (R-MI).  I enthusiastically support this bill, which finally offers Federal preemption of the multiple disorganized, uncoordinated, and underfunded state-level mandates. Ultimately, patients will be the biggest beneficiaries of a more secure supply chain. Strangely, the chain pharmacy industry association, which represents companies such as CVS Caremark (CVS) and Walgreens (WAG), is opposing the new legislation.

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