managed care companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2024 by Sanjay Ayer · across every show →
Everything said about managed care companies, oldest first
Feb 5, 2024 bearish
Unlike tech, pharma faces structural negative feedback loops from regulators and payors
“In technology, you have network effects. In consumer goods, you have brand virality. And in healthcare, especially in pharmaceuticals, through history, you notice there are negative feedback loops, right? You have big, major counterparties, namely managed care…”