標題: 亞馬遜、波克夏、JP摩根共組公司進軍醫保業
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發表於 2018-4-17 16:57  資料 主頁 文集 私人訊息 
白色巨塔難進攻 亞馬遜擱置販售與分銷藥品B2B事業鉅亨網編譯許家華2018/04/17 16:33[url=][/url][url=][/url]

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亞馬遜的物流倉庫欠缺冷鏈系統 (圖:AFP)相關個股亞馬遜網路書店US-AMZNCVS健康連鎖藥店US-CVSWALGREEN BOOTS ALLIANCE INCUS-WBA

知情人士透露,亞馬遜(Amazon)(AMZN-US) 的 B2B 事業「Amazon Business」經過去年考慮後,已決定擱置販售和分銷藥品的計畫。


該公司反而透過 B2B 事業致力於銷售較不敏感的醫療供給品給醫院與小診所,但發現該事業比預期更具挑戰。


這個阻礙說明了進軍醫療供應產業和藥品產業的挑戰,即便如亞馬遜這樣的大公司也舉步維艱。在報導稱亞馬遜有意進軍此產業後,一些健康保健和醫療分銷公司的股價直直掉落,但在這些擔憂真的變成威脅之前還要花上一段時間。


亞馬遜變更計畫部份是因為,亞馬遜一直未能說服大醫院改變其傳統採購流程,這其中一般牽涉到數個中間人的問題,以及忠誠關係。


此外,知情人士也透露,亞馬遜尚須建立一套更複雜的物流網路,才能處理對溫度敏感的藥物產品。


儘管如此,亞馬遜尚未完全排除進軍藥品分銷產業,眾多報導推測,該公司將來某日會增加直接販售給消費者(B2C)處方藥業務。多位消息人士表示,一旦亞馬遜的規模更大,Amazon Business 也會考慮進軍製藥領域。


同時,公司不同的團隊繼續探索其他醫療保健項目,包括 Alexa 和秘密的「大挑戰 (Grand Challenge)」團隊,有時以「1492」代稱。


在這個消息傳出後,藥品和藥物分銷商店包含 Cardinal Health(CAH-US)(漲逾 3%)、 CVS (CVS-US) (漲逾 4%)、 McKesson (MCK-US) (漲逾 3.5%)和 Walgreens (WBA-US) (漲逾 3.7%) 等公司的股價大漲。


亞馬遜不再是威脅,CVS 股價大漲比預期更難的挑戰

亞馬遜多年來一直向醫療診所銷售血糖儀、手套和聽診器等醫療產品,在美國 50 州內取得 47 州和哥倫比亞特區的許可。但知情人士透露,亞馬遜一直難與大型醫院系統簽訂契約,儘管召集了包含大醫院高層在內的顧問委員會。這些醫院集團有長期配合的分銷契約,例如 Cardinal Health 和 McKesson。許多醫院也在集團採購組織中持有股份,而這個採購組織代表他們談判,使用其集體談判能力。


除此之外,亞馬遜也不販售視為高風險的產品,即「第三類」設備,例如亞馬遜不販售任何需要植入人體內並維持生命的東西,像是起搏器等。一些大醫院不願意改向亞馬遜採購,部分就因為亞馬遜缺乏這一類產品。


亞馬遜欠缺風險較高的第三類設備

據一位專家稱,醫療保健供應鏈根深蒂固,很難打破。 Leidos Health 戰略和業務發展主管 Tom Cassels 表示,「醫院和醫療保健系統已經與他們現有的採購和供應鏈合作夥伴綁在一起, 很難成功複製亞馬遜在醫療保健方面的購買體驗。」


目前, Amazon Business 在醫療保健的甜蜜點是在較小型事業上,例如牙醫診所、獨立門診手術中心和小型醫生手術,其獲得許可的醫療服務因其便利性和經濟性受到歡迎。


儘管如此,《CNBC》採訪的幾位醫生表示,他們堅持與大多數供應商的現有分銷商合作,只依靠亞馬遜一些產品或緊急情況。


缺乏冷鏈

另一個亞馬遜進軍此產業的大屏障是倉庫和物流設備問題,因為亞馬遜的倉庫和物流非用以儲存和運送對溫度敏感的藥物產品。許多生物製藥公司要求其產品必須儲存、運送在高度控制的供應鍊系統中,例如有些產品必須隔離放置在冷凍庫中。


亞馬遜目前的物流系統沒有這麼複雜,知情人士表示,一些販售對溫度敏感產品的賣家必須使用客製化交付過程。這樣的供應鍊稱為「冷鏈」,這對亞馬遜來說,建置成本高昂。


根據 Pharmaceutical Commerce 的數據,截至 2017 年,需要冷藏儲存和運輸的製藥產品價值約為 2830 億美元,到 2021 年該部分預計將增長 70%。


亞馬遜的一家保健產品銷售商表示,「你不能使用 FedEx 或 UPS 卡車運送這些產品,這會是(建築上的)大工程。」



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twang1019
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111.243.95.45
發表於 2018-4-17 17:21  資料 私人訊息 
執照不同,受到聯邦或州監管單位規定不同。Amazon 已經申請到數州 家用醫療器材、Health、beauty product 執照 ,但目前沒有申請 Pharmacy 執照,因為這執照非常嚴格,要求很多。

Amazon 也許想先試一試監管較少的執照,成功後,才考慮進入 pharmacy 執照。
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mikeon88
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發表於 2018-5-7 11:02  資料 主頁 文集 私人訊息 
點:未來幾個月能選出合作醫保公司的 CEO
今年初,伯克希爾、亞馬遜和摩根大通等三大巨頭宣布,將合作成立一家醫保公司,為數萬名美國員工降低醫保費用,但此後沒有最新進展的消息爆出。
巴菲特在股東大會預計,未來幾個月應該能選出醫保公司的 CEO,重要領導崗位確認後將令項目儘快啟動。醫保一直是巴菲特關心並喜歡的領域,他今日再次稱,醫療保健成本在美國 GDP 計算中占比越來越大,但當前的費用架構非常沒有競爭力,醫保開支正成為「寄生蟲」(tapeworm)。
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mikeon88
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發表於 2018-5-12 08:01  資料 主頁 文集 私人訊息 
• "President Trump rightly recognizes drug companies charge way too much, and their prices need to come down," says Express Scripts (ESRX +3.7%) following today's speech.
• "CVS Health (CVS +4.3%) is already well positioned to implement many of the key proposals outlined by the Administration," says that company.
• Previously: Drug sector on the move after Trump speech (May 11)
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發表於 2018-5-12 08:05  資料 私人訊息 
  1. 川普認證!
  2. 漲幅都不錯!
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發表於 2018-6-7 21:21  資料 私人訊息 
Buffett, Dimon and Bezos found the person they want to fix health care
  • Berkshire Hathaway CEO Warren Buffett, J.P. Morgan CEO Jamie Dimon and Amazon CEO Jeff Bezos have chosen a CEO for their health-care venture.
  • The group will likely reveal who that person is within two weeks.
  • The three business icons announced in January they would partner to tackle rising health-care costs.
Warren Buffett: CEO in-place for our health-care initiative  2 Mins Ago | 03:20

Berkshire Hathaway CEO Warren Buffett, J.P. Morgan CEO Jamie Dimon and Amazon CEO Jeff Bezos have chosen a CEO for their health-care venture and will likely reveal who that person is within two weeks, Buffett told CNBC on Thursday.
The trio announced in January they would partner to tackle rising health-care costs. Buffett said Thursday they've picked a leader and are "just tidying up a couple of things."
In an interview with CNBC's Becky Quick, Buffett and Dimon praised their incoming leader and acknowledged the daunting task ahead.
Health-care experts have expressed skepticism on whether the three, while business icons, could simplify the current system. Most agree there's plenty of costs to cut, but they doubt the companies can do it.


Getty Images (l) | CNBC (c-r)
Jeff Bezos, Warren Buffett and Jamie Dimon.

The interesting thing when interviewing job candidates, Buffett said, was they didn't run into one that "didn't think significant improvement was both possible and important."
"It isn't like there's anybody out there that's connected with the system that thinks we've already arrived at nirvana, and they know how difficult the job will be to make major changes," Buffett said. "They're all cheering for us to succeed.
"A number of them might not have wanted to be the one to help us succeed ... but nobody disagreed with the mission, the importance of it or the feasibility," Buffett said. "But it's also a very, very tough nut to crack, and it's going to take significant time. We've got the right person."
Buffett, Dimon and Bezos haven't outlined how exactly they plan to lower health-care costs. Dimon gave a bit more detail Thursday on where they could focus their efforts.
"This is a long-term thing," Dimon said. "We're not looking for immediate success, but there are a lot of ideas out there. There are a lot of things that can be done better. We know the fraud, the administrative costs, we know overuse and underuse of various drugs and specialized procedures. We know the end of life often costs far more than it should and is far more painful than it should be, and with big data, there's so many things to do."
Some employees have asked Dimon what the partnership means for them. His response: "We're just going to try to do it better."
"And you should expect we're going to do it the right way with the same kind of heart we've had before, which will improve your lives and improve your wellness, improve the outcomes, give you more choice, which I believe you if you do all those things, it will effectively be cheaper," he said. "And you'll have much healthier employees."
These three companies aren't the first to take on rising health-care costs. Many have tried unsuccessfully over the years on their own or through alliances. Even Walmart, the nation's largest private employer, hasn't been able to change the system.


[ 本帖最後由 Curry 於 2018-6-7 21:23 編輯 ]
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發表於 2018-6-9 11:09  資料 私人訊息 
The Fear Is Gone As Amazon-BuffettHealth Care Venture Finds CEO
In just four months, Amazon (AMZN)has gone from being the biggest threat to health care industry profits to anunderdog.
Back in January, when Amazon, Berkshire Hathaway (BRKB)and JPMorgan Chase (JPM)unveiled their new partnership to tame medical costs, the news bulldozedhealth care stocks.
Barely four months later, the trio of companies havefound a CEO to lead their venture and plan an announcement within weeks, Berkshire CEO Warren Buffett told CNBC on Thursday.
Yet the emerging reality looks a lot less scary than theoriginal idea to health care investors, if Thursday's market action is anyindication.
For example, UnitedHealth (UNH),the nation's largest insurer slid more than 4% on that original Jan. 30announcement, while Walgreens Boots Alliance (WBA)tumbled about 5%.
But both stocks were higher on Thursday, with Walgreensgaining 0.7% and UnitedHealth edging up 0.1%, close to its all-time high hitthe day before the big Amazon-Berkshire-JPMorgan news.
CLOSE
Even though Amazon CEO Jeff Bezos, Buffet and JPMorganCEO Jamie Dimon admitted at the time, "Our group does not come to thisproblem with answers," and said they were in their early planning stages,investors panicked.
The only plausible explanation for such an overreactionwas that Amazon had reportedly been gearing up for months to take on the retaildrug industry, while challenging drug distributors and kicking themiddleman — pharmacy benefit managers — to the curb.
Yet four months later, Amazon's health care ambitionslook a whole lot less earth-shattering and unlikely to diminish health careindustry profitability for years to come.
In April, CNBC reported that Amazon had dropped plans to become a wholesale distributor ofprescription drugs due to the cost and complexity. Investorsseemed to interpret that retreat as decreasing the likelihood that Amazon willenter the retail prescription business.
Bezos is clearly comfortable in the underdog role andcan't be counted out. But a whole host of big industry players and technologycompanies have a huge head start. IBD's Computer Software-Medical group isranked No. 10 out of 197 industry groups at IBD Stock Checkup based on stock performance, led by TabulaRasa Healthcare (TRHC), Teladoc(TDOC)and Evolent Health (EVH).


https://www.investors.com/news/amazon-warren-buffett-berkshire-jpmorgan-health-care-ceo/
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mikeon88
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發表於 2018-6-20 05:36  資料 主頁 文集 私人訊息 
• Walgreens Boots Alliance (NASDAQ:WBA) is joining the Dow Jones Industrial Average, replacing General Electric (NYSE:GE), an original index member that's exiting.
• “General Electric was an original member of the DJIA in 1896 and a member continuously since 1907,” says S&P Dow Jones' David Blitzer. “Since then the U.S. economy has changed: Consumer, finance, health care and technology companies are more prominent today and the relative importance of industrial companies is less."
• Making the change makes DJIA more representative of consumer and healthcare sectors, he says, and correspondingly a better measure of the economy and stock market.
• GE's low price in a price-weighted index had it making up less than half a percentage point of impact.
• The move's effective prior to the open next Tuesday.


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發表於 2018-6-20 06:09  資料 私人訊息 
剛剛醒來看到這則新聞,心中真是感嘅,三十年河東三十年河西啊!
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mikeon88
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118.169.162.167
發表於 2018-6-20 06:20  資料 主頁 文集 私人訊息 
前一陣子市場傳聞波克夏在買GE,記者求證巴菲特,
老巴否認,直言衪沒興趣買GE
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mikeon88
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118.169.162.167
發表於 2018-6-20 06:24  資料 主頁 文集 私人訊息 
我美股賺4倍的UNH就是2012年底一聽到納入道瓊,
即跳進去買,當時股價也便宜
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發表於 2018-6-20 07:04  資料 私人訊息 
  1. 竟然沒跟到UNH∼
  2. 印象中小弟是2012年上Mike大的課
  3. 那時新手上路,經驗不足,重壓華固(雖然有賺但過程煎熬因為重壓),重壓台橡(驚覺操作錯誤趕緊減碼,之後長抱幾年,判斷台橡現在還這樣,距離大漲應該還有很長一段路,於是台橡小小賠出場)
  4. COL真的很感謝Mike大,當初買COL只知道他是航空界不錯的公司,但真的不知道會漲那麼多
  5. 那時剛上完課,操作上跌跌撞撞,直到COL經驗+多種果樹,才讓小弟真的有賺到錢的港覺,再把講義&公式想過後,操作上真的信心增加不少∼
  6. 現在還是時常把講義拿起來看,每次看都還是收穫滿滿
  7. 感謝Mike大∼∼∼
  8. 希望我的持股也有很多未來的UNH
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發表於 2018-6-20 07:28  資料 主頁 文集 私人訊息 
Curry桑真不錯啊,鍥而不捨。
有些同學上完課之後買了一、二支股票讓他不滿意就離開巴菲特班,
殊不知這是正常現象,因為投資是社會科學,無法百分百正確,
買了股票之後被嚴重套牢機率高達27%,
所以要多種果樹。

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發表於 2018-6-20 09:05  資料 文集 私人訊息 
美國工業巨頭通用電氣將被移出道瓊斯工業指數
新浪美股訊北京時間20日早間消息據法新社報導,美國工業巨頭通用電氣,將被移出道瓊斯工業指數。
通用電氣表示,關於道瓊斯指數的宣布不會改變公司轉身的努力。
藥店連鎖店Walgreens Boots Alliance將取而代之。該變化將在626日發生。



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發表於 2018-6-20 10:34  資料 私人訊息 
  1. 多種果樹後,心情真的坦然許多
  2. 多種果樹前,只要個股跌,心情就緊張,一直注意...
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