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Big Government and Health-Care Stocks: A Happy Marriage?
By: John R. Graham
7.13.2011
What with the underwhelming market response to my previous article discussing the effect of the 2010 federal Patient Protection and Affordable Care Act (PPACA) on health insurers, I was pretty astonished (and relieved) to see Citigroup equity strategist Tobias Levkovich state many of the concerns which have occupied me.
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Leavitt: Most States Won't Have Exchanges By Deadline
By: John R. Graham
6.29.2011
Former U.S. Secretary of Health & Human Services Mike Leavitt has announced that most states will not have Health Benefits Exchanges up and running by January 2014, when PPACA requires that they be covering patients who will have lost their employer-based benefits.
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Path Dependency in Medicare Reform
By: John R. Graham
6.17.2011
I first learned about path dependency when studying physics — but it surely applies to public policy, too. Despite the scholarly disputations about health reform, what drives most voters are not questions about the solvency of Medicare or beneficiaries’ access to care, but fear of change.
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Grim Reality of Medicare Reform
By: John R. Graham
6.15.2011
As one of the first conservatives to criticize Paul Ryan’s Medicare reform, I was pretty excited to read Andrew McCarthy’s spirited attack against the very existence of Medicare. According to McCarthy, it’s a wholesale scam, and he doesn’t mind telling everyone because he’s neither running for office nor responsible for getting anyone else elected.
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Politicizing Premiums Does Not Control Health Costs
By: John R. Graham
6.15.2011
Last week, an overwhelming majority of Connecticut legislators passed a bill, SB-11, that would give the executive branch the power to decide whether health plans should be allowed to increase their premiums at rates that keep pace with medical costs. Health plans may be a politically attractive target, but giving politicians the power to approve premiums causes other problems – and doesn’t even hold down rate increases.
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Will There Be Health Benefits Exchanges By 2014?
By: John R. Graham
6.2.2011
Despite advice from most free-market analysis, some Republican governors are executing the Patient Protection and Affordable Care Act (PPACA) by establishing Health Benefits Exchanges. These governors dislike PPACA, but they believe that exchanges can be vehicles for more choice than the federal law anticipates. But I think that the real news is how much difficulty states that want to implement PPACA as fast as possible are having. Read the entire article here.
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A Pfizer Break up? Maybe Not Such a Great Idea
By: John R. Graham
6.1.2011
In my second Forbes.com The Apothecary blog, I look again at the argument (supported by almost everyone on Wall Street) that Pfizer should be broken up. Certainly, there's a credible contrary view.
Read it here.
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Will Kathy Hochul Vote to Repeal Obamacare?
By: John R. Graham
5.25.2011
The surprise victory of the Democratic candidate in NY-26’s special election yesterday teaches a curious lesson: Seniors who rose up against Obamacare’s Medicare cuts at town-hall meetings in the summer of 2009 appear to have risen up against Paul Ryan’s Medicare plan in the spring of 2011.
Or maybe they didn't. Read more at National Review Online.
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Comparative-Effectiveness Research: How Many Lives Will It Cost?
By: John R. Graham
5.19.2011
I write a lot over at John Goodman's Health Policy Blog. For every original post, I also write about half a dozen comments on others' posts. I don't usually share the latter here.
However, I was interested to see Dr. Goodman's take on a new paper published by the Center for Medicines in the Public Interest, an outfit which is often tagged as simply a mouthpiece for Big Pharma. Here's what I wrote:
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A Pfizer Break Up? That Would Be Something
By: John R. Graham
5.17.2011
I have been afforded the great privilege of writing at Forbes Online. Avik Roy, an equity research analyst at Monness, Crespi, Hardt & Co. in New York City, has invited me to collaborate with him on his blog, The Apothecary, which has been hosted by Forbes for a few months.
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Total Records: 462
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Health Care
