JPM 2024 is officially in the books! Panels, presentations, receptions, meetings - always an amazingly inspiring place to connect, learn and share together as an industry with friends, colleagues and clients.
read full article ›Remember that post last week when we predicted that Amazon would do something big in healthcare, since it was tired of being dissed for not going far enough with its health ambitions... Not sure this qualifies but it sure is interesting news for Omada.
read full article ›At the Sachs 7th Neuroscience Innovation Forum, Jeff Berkowitz reporting robust discussion about the twin commercial challenges of reimbursement and physician patient demand.
read full article ›Real Endpoints is excited to be attending the JPMorgan Chase & Co. healthcare conference next week!
read full article ›Macbeth’s three witches weren’t wrong with their predictions. Macbeth just didn’t understand them. Ours are clearer - and a lot less scary.
read full article ›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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