Express Scripts (ESRX) CEO George Paz discussed their now very public lawsuit and disagreement with healthcare insurance provider Anthem “A week ago, we filed a response to Anthem’s lawsuit. As I have said before I strongly prefer that we had … Continued
Miles D. White – Chairman & Chief Executive Officer I like what we’re seeing in exchange, but I’m superstitious and in the last two years there have been events in the third and fourth quarters “look, I like what I’m … Continued
Kieran Murphy – CEO, GE Life Sciences GE wants to tackle things at scale “GE is a company that loves to do things at scale, want to tackle the big opportunities in the world like hardware provider, energy, water and … Continued
Valeant Pharmaceuticals’ (VRX) CEO Michael Pearson on Q4 2015 There’s some good news and some bad news “So as you all know, I have been back from my medical leave for about two weeks and I have had a chance … Continued
Larry J. Merlo – President, Chief Executive Officer & Director Top of mind for our clients is specialty pharma cost “Now as we’ve been discussing, top of mind for our clients is their rapidly growing specialty costs, and our specialty … Continued
Aetna (AET) Mark T. Bertolini on Q4 2015 Results Believe we remain on track to close Humana acquisition in 2H16 “Beginning with the Humana acquisition, we continue to work diligently with the Department of Justice and with state regulators toward … Continued
Abbott Laboratories’ (ABT) CEO Miles White on Q4 2015 Results Foreign exchange impact on bottom line will be more pronounced in 2016 “foreign exchange will again be a growth headwind in 2016. We’re now entering the fifth year of this … Continued
HCA Holdings (HCA) R. Milton Johnson on Q4 2015 Results big acquisitions are hard to find because most come from the non-profit sector “Of course, we do a lot of in-market acquisitions. But as far as the big ones you’re … Continued
McKesson’s (MCK) CEO John Hammergren on Q3 2016 Results Generic price inflation is modest “I would emphasize our view around a generic price inflation was normal, so not zero, but certainly modest – certainly significantly down from when we came … Continued
Johnson & Johnson (JNJ) Alex Gorsky on Q4 2015 Results Medical devices and prescription drugs represent 18% of total healthcare costs “Here in the United States, prescription drugs represent approximately 12% of total healthcare costs and medical devices represent around … Continued