Author Topic: BRK/JPM/AMZN healthcare tie up  (Read 22156 times)

longinvestor

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John Hjorth

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #61 on: February 01, 2019, 02:18:03 PM »
Attached is the 2.1 note from NVO financials YE2018, released today, for perspective of diabetes and [less] obesity.

What does that tell you? [From an investment angle: Who may be on their way under the bus here?]
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

DooDiligence

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #62 on: February 01, 2019, 02:26:34 PM »
Attached is the 2.1 note from NVO financials YE2018, released today, for perspective of diabetes and [less] obesity.

What does that tell you? [From an investment angle: Who may be on their way under the bus here?]

P B M s & other non-innovative supply chain participants.

I'm not worried about NVO

edit: I sold ABC - $625m settlement over illegal compounding. What else is management missing?
(Cash will go to ???)
« Last Edit: February 01, 2019, 02:31:38 PM by DooDiligence »
Healthcare 25.9% - CVS EW NVO // BRK.B - 23.1% // Auto's & Oil 15.0% - CLB GPC VDE

Entertainment 4.8% - DIS // Banking 9.9% - WFC // Drinkers & Smokers 4.9% - MO

%'s held @ MV 08/29/2019 minus 16.4% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

gfp

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #63 on: March 06, 2019, 03:32:24 PM »

Dynamic

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #64 on: March 07, 2019, 04:49:40 AM »
https://www.havenhealthcare.com

And here's today's press release. Below are a couple of excerpts:

Quote
“We want to change the way people experience health care so that it is simpler, better, and lower cost,” explained Haven CEO Atul Gawande, MD, MPH. “We’ll start small, learn from the experience of patients, and continue to expand to meet their needs.”

Quote
“The good news is the best results are not the most complicated or expensive. The right care in the right place is often more effective and less costly than what we get today,” explained Dr. Gawande.

As Haven scales up its operations, the organization is focused on recruiting a range of talented individuals, including software engineers, data scientists, and clinicians to join its team. The company is headquartered in Boston and also has an office in New York.

DooDiligence

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #65 on: March 07, 2019, 04:55:29 AM »
https://www.havenhealthcare.com

And here's today's press release. Below are a couple of excerpts:

Quote
“We want to change the way people experience health care so that it is simpler, better, and lower cost,” explained Haven CEO Atul Gawande, MD, MPH. “We’ll start small, learn from the experience of patients, and continue to expand to meet their needs.”

Quote
“The good news is the best results are not the most complicated or expensive. The right care in the right place is often more effective and less costly than what we get today,” explained Dr. Gawande.

As Haven scales up its operations, the organization is focused on recruiting a range of talented individuals, including software engineers, data scientists, and clinicians to join its team. The company is headquartered in Boston and also has an office in New York.

I really like this in principle & we obviously need some altruism in healthcare (hell, everywhere for that matter.)

Just to play devils advocate though, how will patients feel about this in our "have it your way" society?

I can almost hear the neo-con spin.

"They're won't let your Grandma have her meds & are trying to kill her"

----

I do believe that initiatives like this could force players / payers to act on a value based framework.

How well it will be received initially (by many) seems obvious too.

CVS over the next 2 decades? I understand all the bearish arguments but don't see an existential threat to them.
« Last Edit: March 07, 2019, 05:01:43 AM by DooDiligence »
Healthcare 25.9% - CVS EW NVO // BRK.B - 23.1% // Auto's & Oil 15.0% - CLB GPC VDE

Entertainment 4.8% - DIS // Banking 9.9% - WFC // Drinkers & Smokers 4.9% - MO

%'s held @ MV 08/29/2019 minus 16.4% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

John Hjorth

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”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai