While Bernie is not gonna win...the next Bernie will. Why? Cause 2017 US healthcare was 18% of gdp. Nearly twice what developed countries spend. I understand that 20% of GDP is the predicted tipping point. We are probably there now. I’ve never been a believer of “cost savings” in health care except for things that you can do for yourself. Weight loss, stop smoking, eat better. It’s complicated actuarial stuff where actually male construction workers who smoke pay for the nursing home care of dementia patients who sometimes live for ever.
Why? Cause they pay in during peak years of earnings then die. Or they did until keytruda...... They don’t suck hardly anything out. So is V a cost saver to society? Honestly, I think it just might be. And that is a game changer for insurance companies. We will see this year if V is gonna surpass Lipitor status by how quickly the plans adopt V into their top tiers. These people know the math. If V works....regardless of wallstreets opinion or hate for the company...the Cigna’s, BCBS, United’s and especially the medicare D advantage plans will come on board. Honestly the biggest signal will be the managed Medicare D plans coming on line. The longer their pts live and the more they stay out of the hospital, the less CABG’s,........the more they make.
And so....I believe that V just might be able to save our healthcare structure by bringing us back under 20% gdp and with that I give you leave. Now....as to the next Bernie....it will probably be a millennial. And lord help us....at least we will all Get a trophy for voting for them. Also probably a shout out on tic toc.
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