Essential to our clients' investment process via the production of insightful research, impactful financial analyses, and innovative corporate access
Joined October 2017
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Nephron Research LLC retweeted
Exciting strategic development for Nephron and our clients today in #medtech #medicaldevices
prn.to/3Q6pr1d
Nephron Research LLC retweeted
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
substantiveresearch.com/matt…
Nephron Research Expands, Adds Health Policy Team prn.to/3ipVHxL
#healthpolicy
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. nephronresearch.com/nephron-…
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. bit.ly/3bkyyYn
#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.
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
Nephron Research LLC retweeted
Wow. @IQVIA_US / @NephronResearch project massive growth in #340B drugch.nl/3cU3lhp
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?
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.
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
- 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.
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. bit.ly/3p4RS1t
@priviahealth @agilonhealth @MyBrightHealth @oscarhealth @villagemd @caremaxmed @oakstreethealth @canohealthfl @iorahealth @alignmenthealth @chenmed @claremedicahg @landmarkhealth_ @aledadeACO @clover_health
@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
Looking beyond Sunday's omnibus pkg and #COVID19 relief deal, Nephron's @jack_m_meehan looks for hints on @Transition46 plans for testing. @RockefellerFdn work prioritizing schools/nursing homes and showing 3 scenarios requiring 3-6mm tests/day reportedly tracks closely.
#COVID19 Progression Indicator - In the 3 mos. since the⬇️trend in U.S. #hospitalizations bottomed at 28.7k (late Sept.), we've seen a ~320%⬆️to a total of 120k+ and the nat'l #COVID19 occupancy rate has increased from 3.6% to 15.0%. Top state increases below.
This week, US #COVID19 cases were⬆️, deaths were⬆️and the % of pos. tests continues to move⬆️, hitting 13.7% nationally, the highest level since late April. Context: the US reported the most cases of any country for the 51st consecutive day yesterday.
