Very excited for our CEO, Jeff Berkowitz to be participating in the Sachs NIF at JPM24. Given the level of innovation in CNS, it's a timely discussion.
read full article ›The big news stories of the last two weeks underscore how policy changes, or potential policy changes, are influencing how healthcare is delivered and paid for. Last week's news: the Humana-Cigna tie-up (assuming the deal receives the FTC's blessing, an open question).
read full article ›Repeat after me: Healthcare. Is. Hard.
read full article ›This is an interesting move by Cigna/Express Scripts. For starters, it shows how Mark Cuban's approach to pharmacy benefits is encouraging a shift in the broader PBM business model. (The specter of regulation probably plays a role, too). What will be interesting to see is if Cigna is better placed than other PBM disruptors to execute on the model given their vertical integration.
read full article ›Real Endpoints spent a busy week on the ground with EU Biotech leaders. The US market is increasingly opaque and complicated for entry by European biotechs, more so with the impending implementation of the #inflationreductionact. If you are an early-stage EU based biotech and curious about the trends we are seeing, please reach out!!
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