Becker's Healthcare June 11, 2018
1. Healthcare is increasingly a zero-sum game. Hospital and ASC reimbursement and procedure volumes are largely flat. The strategy for health systems, ASCs and practices? Block tackle, but keep eyes wide open.
2. Insurance, pharmaceutical and device companies are doing well. Pharma inflation is close to 10 percent a year. If healthcare is a zero-sum game, this is a problem for others in the industry. As inflation is high in certain areas and overall healthcare inflation is slowing, this is challenging for areas where inflation is growing at a slower rate.
3. Insurers: (1) Gloves are increasingly off with hospitals. (2) Insurers are closer with pharmacy benefit managers and pharmaceutical companies because they need to win on pharma and control...
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