Nephron Research LLC

Essential to our clients' investment process via the production of insightful research, impactful financial analyses, and innovative corporate access

[Sofia Guerra @SofiaGuerraR]

@Farzad_MD @stephenkraus @BessemerVP @NephronResearch
#digitalhealth #ValueBasedCare #Benchmarks #healthTech

[Nephron Research LLC @NephronResearch]

This week Josh Raskin updated his thought-leading thesis on #PhysicianEnablement via a ~130 page report to subscribers and unveiled their 2nd Ann'l Physician Enablement Symposium - 9/22.
https://t.co/YDoEduCSXc
$CANO $CMAX $OSH $CLOV $BHG $OSCR $ALHC $PRVA $PIII $BBLN $INNV $AGL

[Nephron Research LLC @NephronResearch]

Exciting strategic development for Nephron and our clients today in #medtech #medicaldevices
https://t.co/jayk5uHodD

[Substantive Research @substantiveSM]

Excited to announce the results of our latest analyst mapping report: the research "Brain Drain" has stabilised and brokers that reversed the research brain drain in 2021 are reaping the rewards
https://t.co/414avhP8M1

[Nephron Research LLC @NephronResearch]

Nephron Research Expands, Adds Health Policy Team https://t.co/Hv1xG51RGI
#healthpolicy

[Nephron Research LLC @NephronResearch]

Nephron's @EPercher and team released their annual Specialty Market Model to clients earlier this week - a must-read among therapeutics-focused investors, pharma executive leadership, biz dev, market access, and policy teams. https://t.co/CCDgIINLMc

[Nephron Research LLC @NephronResearch]

Happily, 1 yr. into publishing our daily #COVID19 data tracker, fed'l gov't sources are now available for many of the metrics we collected & analyzed over the past year. Sunsetting the tracker today to focus on the forward-looking impacts of the #pandemic on our health system.

[Nephron Research LLC @NephronResearch]

@jack_m_meehan out with ~120p analysis of #liquidbiopsy mkt incl. cov'g of $EXAS and $GH. Applications for #genomics in cancer screening, min. residual disease (MRD) testing and comp. genomic profiling (CGP). Pot'l to transform diagnosis/treatment and for clinical/comm'l risk.

[Nephron Research LLC @NephronResearch]

@EPercher on post-pandemic #telehealth. Looking beyond public $TDOC & $AMWL to telehealth vendors likely to enter public markets soon, EMR vendors with native telehealth, physician enablement co's with telehealth, & teleconferencing software providers. https://t.co/06hwr9oQSr

[Nephron Research LLC @NephronResearch]

Pos. signs in recent #COVID19 case data, vaccines (hopefully) having an impact, and a meaningful # of Americans have been infected with #COVID19 at this point. This week @jack_m_meehan took a look at what this means for the testing market going forward. https://t.co/kwEkauqcFK

[Nephron Research LLC @NephronResearch]

#COVID19 cases continue to drop faster than testing - a clear pos. for progression. 6th consec. week w/ a decline in the national pos. rate, after reaching a high of 13.3% for the week ended Jan. 6th. Weekly pos. rate has now fallen to its lowest level since late Oct. - TGIF.

[Nephron Research LLC @NephronResearch]

Over last month, states that showed most improvement in daily hospitalizations also showed strong correlation to changes in total number of #COVID19 daily vaccines administered. Appears strongest for the top 10 states with hospitalization improvement, demonstrated by an R2=0.84

[Adam J. Fein @DrugChannels]

Wow. @IQVIA_US / @NephronResearch project massive growth in #340B https://t.co/UGlKWkMwDT

Purchases at #WAC list price to more than double from 2017 to 2021, to $96 billion (~13-14% of total U.S. #drug market)

Astounding.

Time for proper regulations, don't ya think?

[Nephron Research LLC @NephronResearch]

With #COVID19 vaccination timeline now at ~7 weeks & est. ~5 weeks to see some impact, we show case trends vs vaccinations for Israel and the UK (furthest along), juxtaposed against France (less so) - early for cause/effect, but case data improving with higher vaccination rates.

[Nephron Research LLC @NephronResearch]

@jack_m_meehan notes steady hiring across most of his Life Science Tools coverage. $A, $AVTR, $DHR, $HOLX, $ILMN, $MTD, $PKI show steady increases since July. One laggard from our Diagnostics coverage is $MYGN where pace of new job postings has fallen starting in early December.

[Nephron Research LLC @NephronResearch]

Despite recent progress, since end Oct. US #COVID19 cases +172% vs. global +116%. In Oct., US had ~20% of the cum. cases w/w. That cum. % has now risen to 25%. US on pace in Jan. '21 for 6.2mm cases, almost matching the record monthly cases seen in Dec. (6.4mm) - global similar

[Nephron Research LLC @NephronResearch]

- Optimist: #COVID19 Winter surge may have peaked the week of Jan 14th and the decline in % pos was significant
-Realist: 12.0% pos. still one of the highest levels outside Dec. and Apr.
- Pessimist: More contagious variants could lead us higher in Feb. and Mar.

[Nephron Research LLC @NephronResearch]

@priviahealth @agilonhealth @MyBrightHealth @oscarhealth @villagemd @caremaxmed @oakstreethealth @canohealthfl @iorahealth @alignmenthealth @chenmed @claremedicahg @landmarkhealth_ @aledadeACO @clover_health

[Nephron Research LLC @NephronResearch]

The next era of healthcare will be defined by the trend of #physicianenablement. We see the management of health, with the physician at the center leading to: better outcomes, lower costs and higher patient/provider satisfaction. https://t.co/lMkD3ILsyY

[Nephron Research LLC @NephronResearch]

Distro $MCK, chains $CVS and $WBA on progress:
$MCK reits distro "working very effectively"
LTC admin - $CVS will admin to LTC end of Jan.
Community pharmacy cap. at ~100mn doses - supply thru March less.
FQHC clinics will be key in Biden accel. plan.
Supply harder to model

[Nephron Research LLC @NephronResearch]

@CDCgov data as of 1/15 shows 31.2mn vaccine doses distro'd (up 13.9mn, 80.3% w/w), with 12.3mn doses admin'd (up 6.9mn ,127.8% w/w). Friday's 1.3mn incr. was 1st day where 1mn+ doses admin'd...on pace for @Transition46 goal of ~1mn/day if sustained - BEFORE efforts to accelerate