Stock Watch: Why Pharma Should Care About UnitedHealth’s Woes

Litigation Is Probably Not The Best Answer To The Inflation Reduction Act

 
• By Andy Smith
  
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Hospital procedures are rebounding following the pandemic and the US population is aging. But what sounds like good news for pharma is curbed by the risk of Medicare insolvency, and suing the government cannot solve that.

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ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

Managed care organizations are reeling from a bolus of post-pandemic medical procedures hitting their bottom line. This will not continue forever, but the aging of the US population is a less ephemeral trend that will keep the pressure on. While more procedures sound like good news for pharma, the strain is increasing on the system as a whole, to the point where the cost implications demand a reshaping of US health care. It is in the interest of all stakeholders to find a workable solution.

When UnitedHealth Group announced that its second quarter of 2023 medical loss ratio (MLR) would be higher than analysts’...

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