Welcome back to another year of irreverent, humorous, and potentially insightful viewpoints from Adam J. Fein, your friendly neighborhood blogger. My 2010 looks busy already but I plan to continue sharing my $0.02 with you on Drug Channels.
Here is the first of two posts outlining major topics that I'll be watching in 2010, framed as strategic questions with links to relevant background posts. Please add your own strategic questions in the comments.
Part 2 will appear on Thursday.
I would very much appreciate if you can tell your friends and colleagues about Drug Channels. There are three easy ways to subscribe: Email (use form on left sidebar), RSS feed, or Twitter. Hey, the price is right!
I also want to remind you about the U.S. Pharmacy Industry: Economic Report and Outlook. This report was a best-seller in 2009 (Thank you!) and generated heaps of positive feedback from buyers. Stay tuned for new industry reports coming soon, including the 2010 update to my 2009 Economic Report on Pharmaceutical Wholesalers.
STRATEGIC QUESTIONS (#1 to #4)
1) How will Federal health care reform affect the drug channel? As I see it, the current House and Senate proposals are neutral to positive for drug channels participants. Pharmacies may fare less well as the uninsured gain coverage, but will benefit from proposal to “fix” the Federal Upper Limit (FUL) and reduce transparency to Average Manufacturer Price (AMP). The political debate will be fierce, especially after Harry Reid’s “cash for cloture” Christmas Eve shenanigans.
- Healthcare Reform: Bullish for PBMs, but Not Pharmacies
- Healthcare Reform Options for AMP
- Who Will Pay for Prescription Drugs?
- CVS Caremark: Pharmacy Gain, PBM Pain
- CVS' Losses in 2010 Part D Enrollment
- The Odd Economics of Maintenance Choice
- CAT Rolls Out Preferred WAG-WMT Pharmacy Network
- Will Caterpillar trigger a pharmacy price war?
- CAT + WAG = More Momentum for Cost Plus
So, what’s on your list for 2010?
Tune in for my second set of questions on Thursday!