Healthcare Supply Chain Gone Haywire

SUPPLY CHAIN Healthcare Supply Chain Gone Haywire Hospitals are grappling with yet another serious, pandemic-induced supply chain shortage. This time: intravenous contrast. GE Healthcare’s production site in Shanghai shut down in April after the city went into another Covid-19 lockdown. Return to production has been slow. The company estimates the site is now operating at around…

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The 10 Worst Health Tech & Services Performers

PUBLIC MARKETS The 10 Worst Health Tech & Services Performers Out of the 41 companies tracked in the Health Tech & Services Index, only 3 finished in the green on the year. Today, I’m taking a look at the 10 worst performers and how these operators got to this point. While there’s plenty of blame…

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The Other Epidemic

PUBLIC HEALTH The Other Epidemic By the time you finish reading this newsletter, at least one American will have died from an opioid overdose. Overdose deaths have increased nearly 50% since the pandemic began, according to new data from the CDC. 2021 alone saw a record 108K overdose deaths, likely driven by fentanyl-laced drugs.  The DeetsWhile the…

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