Nephron Research LLC

On July 1st, Nephron launched coverage of Life Science Tools & Diagnostics. Topics of discussion included views on the long-lasting implications of COVID-19 on the industry, the top factors which will dictate the shape of the recovery, as well as our top stock recommendations.

On June 23rd, we were joined by Joon S Lee, MD and Chronis Manolis, RPh to discuss the impact of COVID-19 and outlook for reopening with UPMC, one of the country's most sophisticated integrated health systems (40 hospitals, 8,000 beds, 700 outpatient sites, 3.7mn life health plan).  Key topics covered included: Integrated Systems: The accelerated advantages of an integrated system through the...

On Wednesday, June 3rd, Nephron hosted Andy Slavitt for another chapter of the Nephron Research Expert Series. Slavitt brought the most up to date perspectives on the COVID pandemic, insights into how the government is reacting (and should re-act), as well as views on how health plans and health systems are being impacted.

On 5/21/20, Nephron hosted the CEO of ReviveHealth, Brandon Edwards. This virtual meeting gave the most current view of the re-opening of the healthcare economy from the source. If you are trying to figure out the impact on hospitals and health plans, this is a must-listen event. Lately, the clear focus has been on helping their systems “re-open” and ReviveHealth serves as a strategic partner for...

On Friday Feb. 28th, we hosted a conference call on the potential impact of COVID-19 on the Drug & Med Supply Chains with Premier Inc's President Michael Alkire, leader of Premier's efforts to address drug shortages, and David Hargraves, SVP Supply Chain. With $61bn of annual GPO purchasing volume across 2,500+ hospitals and substantial contract manufacturing operations, Premier is u...

On 12/19/19, we published a comprehensive overview of the healthcare services market as we look toward 2020. We included our views on the most important industry trends as well as updates on our covered companies including targets and estimates.   On 12/20/19, we pared down the slides and held a conference call to walk through our thoughts for the year ahead.  The following is a replay of that cal...

Ron Kuerbitz, CEO, Agilon Health Manmeet Kaur, CEO, City Health Works Dr. Richard Park, CEO, CityMD Praveen Thadani, SVP Strategy, Trend, Innovation, Humana

Murray Aitken, SVP & Executive Director, IQVIA Institute for Human Data Science

Eric Percher, Nephron Research

Dr. Troy Brennan, M.D, EVP & Chief Medical Officer, CVS Health

Eric Kinariwala, CEO, Capsule Michael Dlugos, VP Pharmacy Strategy, GoodRx Ed Kilroy, CEO, MedAvail

Richard Rakowski, CEO, MedicallyHome Bill McIvor, EVP & Chief Development Officer, Seniorlink

Following our recent upgrade of CERN shares, we bring you a unique perspective from the thought leaders at Chilmark Research, a global research and health system advisory firm focused solely on the market for HCIT solutions.

Our recent series with employers and benefits managers continues with Kathy Donneson, CEO of CalPERS Health Plan and PBM.  As the individual responsible for CalPERS move from CVS to OptumRx and bundled payment strategy with Anthem, Kathy brings a unique perspective on health plan and PBM contracting.

Eric Percher, Nephron Research

Michael Kleinrock, Director Research Development, IQVIA Institute  

Jenny Bryant, SVP Policy & Research, PhRMA Dan Durham, EVP for Health Policy, Biotech Innovation Organization  Keith Fontenot, EVP Policy & Strategy, America's Health Insurance Plans 

Peter Bach, M.D., MAAP, Dir. Center for Policy & Outcomes, Memorial Sloan Kettering  Josh Golden, Area SVP, Solid Benefit Guidance, a Division of Gallagher Benefit Svcs. Tiffany L. McCaslin, Sr Policy Analyst, Public Policy, National Business Group on Health

Robert Popovian, Pharm D., MS., VP US Government Relations, Pfizer Chester ‘Chip’ Davis Jr., President & CEO, Association for Accessible Medicines Diane Digangi Trench, VP Market Access & Patient Services, Sandoz 

Bernie Good, MD, MPH, Sr. Medical Director, Ctr. for Value Based Purchasing - UPMC Chronis Manolis, RPh, SVP Pharmacy & Chief Pharmacy Office, UPMC Health 

Erik Sossa, VP Global Benefits & Wellness at PepsiCo, Co-Chair of NDPC Board David Schlett, Principal Consultant, Cambridge Advisory Group 

After several weeks of exploration and analysis, we have concluded that the new PBM contract design announced by Express Scripts and the National Drug Purchasing Coalition on October 23rd represents a significant evolution of the PBM model that could point to the future of pharmacy benefit management in a world without rebates. Key Topics: Where does the money go?    We quantify the factors that a...

Marc-David Munk MD, Chief Medical Officer MinuteClinic and Assoc. Medical Officer at CVS Health

Blair Childs, SVP Public Affairs at Premier

Dr. Rob Fields, SVP, Chief Medical Officer Pop Health and Lauren Lisher, VP Commercial Product.