Nephron Research LLC

On Friday Feb. 19th, Nephron hosted the CEO of one of the top private solutions providers in the field, Dr. John Wilson for a discussion on the latest innovation in proteomics for mass spectrometry.  Topics of discussion included the latest competitive dynamics in mass spectrometry between Bruker’s TOF Pro and Thermo Fisher’s Orbitrap, the potential for single cell proteomics, the potential for ma...

The next era of healthcare will be defined by the trend of physician enablement. This morning, the Nephron Research team hosted a conference call to review our thesis and the opportunities where we:  Introduced and defined the physician enablement sector , a movement that puts the physician at the center with systems, technologies and capabilities to surround those physicians, enabling the capture...

T he healthcare system, and perhaps the broader economy, is focused specially on the dissemination of vaccines to get us “back to normal.” It is the number one question on the minds of investors so Nephron Research brought in THE expert. Jarrett Lewis joined us from Public Opinion Strategies where he focuses the healthcare polling efforts, centered exactly at this question. Jarrett’s work is used...

This morning, Eric Percher and Joshua Raskin hosted the Nephron Research 2021 Healthcare Services Outlook, a comprehensive overview of the healthcare services market as we look toward 2021. We included our views on the most important industry trends as well as updates on our covered companies including targets and estimates. 

This morning, we hosted a special discussion with Gene Cassis. Topics of discussion included thoughts on the value proposition of analytical instrument categories, views on where the Life Science Tools industry is heading, perspectives on how COVID-19 changes the industry’s investment priorities, and thoughts around approach to managing a business & financial reporting.

  This morning, we hosted a 20-minute conference call to discuss the factors that led us to downgrade shares of Walgreens Boots and CVS Health as well as the analysis of the 340B Drug Discount Program profit contributions that catalyzed our more negative outlooks for WBA and CVS shares. 

On December 7th, we chatted with Dr. Robert Boorstein focusing on updated implications from COVID-19 testing for the clinical laboratory testing and the diagnostics industries. Topics of discussion included an update on COVID-19 detection and serology testing, as well as the laboratory operating environment. Companies in focus from our coverage include Bio-Rad (BIO), Danaher (DHR), Hologic (HOLX),...

On November 30th, we hosted a discussion with Dr. Bruce Quinn on reimbursement prospects for early cancer detection testing.  Bruce is the go-to expert on all things reimbursement for the Diagnostics industry. He specializes in Medicare policy, and helps both large and small companies understand and overcome hurdles to commercialization. Bruce is the Principal at Bruce Quinn Associates, and previo...

On November 24th, Nephron hosted Dr. Mark Pandori, the director of the Nevada’s State Public Health Laboratory . Topics of discussion included public health testing strategies for COVID-19, trends in infection rates, preferred testing platforms, the value of antigen testing for screening, the relative value of emerging platforms (such as NGS), and the path forward for COVID-19 testing.

I n light of today’s announcement from Amazon, we hosted a very brief call for investors to review the implications for the broad supply chain including Digital Pharmacies, Retail Pharmacies, PBMs and Health plans. 

On Nov 13th, we were joined by Mike Waterbury, Chairman of rebate aggregator RemedyOne and the recently launched Famulus Health, ‘payor integrated’ generic drug discount card, for a discussion of the changing brand rebate marketplace (think PBM GPOs such as CI/Ascent and CVS/Zinc) and generic discount card marketplace (think GoodRx)

On November 11th, Nephron hosted two of the leaders of the largest Spine center in Nebraska, with 25%+ market share on all spine surgeries in the state.  We were excited to meet with Dr. McClellan and Mr. Leatherman because of NS+PC’s positioning in the evolving world of outpatient surgeries as well as their affiliations with UnitedHealth Group’s OptumCare Segment (part of Surgical Care Affiliates...

This morning, we were joined by leadership from CPA, one of the largest independent pharmacy co-ops in the country and a key AmerisourceBergen customer.  Key topics included include independent pharmacy economics, generic sourcing, pharmacy reimbursement, drug discount cards and 340B.  Leadership included Jay Blackburn, CEO, Jim Ross, COO and Tom Marten, CFO.

T here are few topics getting more attention that value based care, and yesterday we hosted a full panel of experts for the topic. We were joined by 2nd Mountain Leaders: Terry Bayer: Former COO Molina Healthcare, FHP, Maxicare, Matria Dr. Greg Buchert: Former CEO Blue Shield of Califoria, CMO of Health Net, HMA and COO of CalOptima Dr. Mario Molina: Former CEO of Molina Healthcare, Former CEO of...

On October 2nd, Nephron had a virtual visit with the Broad Institute, hosted by two leading genomics researchers - Dr. Stacey Gabriel and Dr. Niall Lennon .

We hosted a conference call yesterday at 10:30AM ET highlighting key findings from yesterday morning's market positioning update for Life Science Tools & Diagnostics .

We hosted a conference call yesterday 9/29 at 11AM ET highlighting key findings from yesterday morning's comprehensive update on COVID-19 detection testing.

On September 29th, Nephron hosted one of the top thought leaders in the industry, Dr. Howard Levine, for a discussion on implications of COVID-19 drug development on bioprocessing. Topics of discussion included sizing the market opportunity for COVID-19 treatments and vaccines for the industry, as well as a closer look at the technologies and providers who will be supporting the scale-up of vaccin...

On Monday September 21st, the entire Nephron Research team hosted a meeting with senior leadership at Northwell to understand the current environment and how healthcare delivery is changing today. We discussed how Northwell has become a leading innovator of health delivery (with assets including hospitals, clinical labs, pharmacies, dialysis centers, urgent care, physician offices and others).

On Thursday Sept. 9th, we were joined by Drs. Jeffrey Rosenfeld and Brewster Kingham for a discussion on genomics research. Topics of discussion included updates on academic research amidst the COVID-19 pandemic, investment themes for genomics, and implications for life science tools suppliers.

On July 17th, we were joined by Jim Tsipakis and Allen Dunehew to discuss the state of the pharmacy and generic sourcing market with industry leaders representing 400 pharmacies and $3bn+ of generic sourcing. Generic Market Focus: Rx Sourcing Strategies recently completed a full rebid of its 100+ supplier book, positioning the company to speak to the current state of the generic sourcing marketpla...

On Tuesday July 14th, we were joined by Dr. Charles Nemeroff for a conversation focused on recent updates in the field of pharmacogenetic testing. Topics of discussion included the clinical value of PGx, the focus on regulation of the category, as well as implications from Medicare’s recent final coverage decision on pharmacogenetics. The primary company in focus was Myriad Genetics (MYGN), with t...

On Monday, July 13th, Nephron hosted Brian Evanko, the President for Cigna’s Government Business which includes MA, Med Supp, PDP, Medicaid, the Exchanges, Dental and others as well as leading the company’s efforts on integrated and value based care arrangements. 

On Monday, June 13th we were joined by Mara G. Aspinall for a presentation and Q&A on the role of diagnostics in a COVID-19 world. Topics of discussion included recent views on the role and value proposition of diagnostic testing, as well as future implications of the pandemic on testing providers and manufacturers. Companies in focus from our coverage included Bio-Rad (BIO), Danaher (DHR), Ho...

On July 9th, Dr. Robert Boorstein joined us for for a discussion focused on the investment implications from COVID-19 testing for the national labs and diagnostics manufacturers. Topics of discussion included detection and serology testing, as well as the laboratory operating environment. Companies in focus from our coverage included Bio-Rad (BIO), Danaher (DHR), Hologic (HOLX), LabCorp (LH), Perk...