Former BioPharmaceutical SVP at Top 5 Pharma turned Investor // Commercialization and Market Access // Trying to learn for my own investing, not giving advice
@realdocspeaks Hospitals have local monopolies and therefore all the leverage. If this was your tactic, the hospital would go out of network. If that happened, employees would bring pitchforks to their HR dept and it would quickly get fixed. Broken system, hospitals are the reason
@BroncosOutside Because of Phil, we learned that a league cannot exist outside of the PGA. The PGA is emerging from this more powerful and untouchable. Youre a rock
@realdocspeaks Private practices have direct agreements with insurers that get renegotiated all the time. There is in fact a whole practice management consulting industry dedicated to this
@DrDiGiorgio SF is objectively 80% cleaner since Lurie took over. Sure there are pockets, but representing SF as an epidemic of homeless is a tired and no longer true talking point
@DutchRojas NEJM study published in 2024 showed actual reimbursed charges for a cancer infusion were 4x at a hospital what they were in private practice. Totally broken system
@SBlake2000@real_doc_speaks Pharma companies only capture 50% of the overall total expenditure of a drug. The markups along the way, with the hospital being by far the most egregious, serve no purpose or value and is passed totally on to the consumer