Stream Expert Call Transcripts on Healthcare Market Events: April 2023 Recap

Stream by AlphaSense has an ever-growing expert call library offering a range of industry perspectives. For healthcare fans, look no further for an April 2023 recap of expert call transcripts that provoke deeper insights on trending healthcare topics, upcoming events, and market movers. Check out these expert insights on April market movers such as: Medicare and Medicaid developments, robotic surgery platforms, gene therapy, and more!

You’ll find a sneak peek of these expert call transcripts below, but you can gain full access with a free trial of Stream.

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Trending Healthcare Topics

Stream expert call transcripts that provide context to important industry topics.

Medicare Advantage (MA) Rates

Experts at Stream share investor concerns over the effect of 2024 MA rate cuts (announced March 31) on margins of MA providers such as CI, CVS, ELV, HUM and UNH. However, experts at Stream are generally less pessimistic than the Street about the effect rate cuts are likely to have on MA enrollment, in line with Stream’s March 2023 Healthcare Recap.

“[Rate cuts] will create some cost pressure and maybe impact profitability, [but]…the trend toward Medicare population [growth] and [the] use of Medicare Advantage over straight Medicare is not going to stop. I don’t think any national player can afford to get out of the [MA] game.” Former Chief Medical Officer at Tandigm Health

Medicaid Redeterminations

Stream’s expert transcript library also provides detailed insights into how state Medicaid redeterminations, which began April 1, are likely to affect Medicaid managed care providers such as CNC, CVS, ELV, MOH and UNH.

“I believe most [health plans] are planning for a 15% member reduction in Medicaid… I’m fairly confident in [that estimate] because… most people on Medicaid are kids, so they’re not going to lose their coverage… another 20% are expecting moms.” – Former Director, Analytics & Alignment at Highmark Inc.

Gene Therapy

At an event earlier this month hosted by the Alliance for a Stronger FDA, a lobbying group for the agency, an FDA official laid out a plan to increase gene therapy approvals. Stream’s expert transcript library has a trove of insights on opportunities and challenges in the gene therapy industry. Here’s a sampling:  

Calliditas Therapeutics’ Tarpeyo

CALT’s stock is up strongly after releasing positive trial data last month for its Tarpeyo IgA nephropathy treatment. Since then, three nephrologists interviewed by Stream have all expressed enthusiasm for the drug. However, their Tarpeyo prescriptions have been held back by inadequate CALT sales representation, patient assistance programs and negotiations with insurance companies.

“We want to write the prescription, but we need some help… Calliditas has not done their job in distributing information to the medical directors of these insurance companies.” Nephrologist at Dallas Nephrology Associates

Robotic Surgery: Medtronic vs. Intuitive Surgical

MDT showcased its Hugo surgical robot at the Society of American Gastrointestinal and Endoscopic Surgeons’ 2023 Annual Meeting held March 29 – April 1 in Montreal, amplifying the debate about Hugo’s ability to take share from ISRG’s market-leading da Vinci platform. Hugo is likely to have difficulty taking meaningful share from da Vinci, according to Stream experts such as this thoracic surgeon who has experienced both systems:

“We don’t see any advantages to [Hugo]… If I have to learn something completely new, there has to be some advantage to it [because]… all of us have been trained in da Vinci.” Chief of Thoracic Surgery at Lenox Hill Hospital

Private Company Focus

Three orthopedic surgeons who attended the American Academy of Orthopedic Surgeons (AAOS) conference last month, highlighted private orthopedic device maker Arthrex as having momentum in a growing market and a fourth said the same about Relievant Medical Systems. Read Stream’s AAOS 2023 Conference Note for more expert insights from orthopedic surgeons who were in attendance.

“[Arthrex has] got a whole bunch of new stuff… that’s causing folks like myself to say, ‘Huh, I was using Zimmer last year, but this looks like a better device, so I’m going to switch over.” Orthopedic Surgeon and Monterey Joint Replacement and Sports Medicine

“One of the things that is of considerable interest… is [Relievant’s] basivertebral nerve ablation for degenerative disc pain… That’s a tremendous advance that was unavailable therapeutically just a few years ago. It has some significantly compelling clinical studies to validate it.Former Orthopedic Spine Surgeon at Palomar Health

Coming Up in Healthcare

Stream expert call transcripts to help prepare for upcoming events.

PROCEPT BioRobotics’ Aquablation Procedure

On June 1, UNH will begin covering PRCT’s Aquablation procedure for benign prostatic hyperplasia (BPH). This Stream interview with a former PRCT sales representative shares an upbeat outlook for Aquablation in the U.S. market, while this former PRCT sales rep in the EU provides insight into challenges that Aquablation faces there.

Anticipated FDA Approval Decision: Seres Therapeutics

On April 26, the FDA is expected to make an approval decision on MCRB’s SER-109 for recurrent C. difficile infection (rCDI). Feedback from gastroenterologists about SER-109 was quite positive in this Stream interview, as well as this interview and this one.

FDA Meeting: Over-the-Counter Birth Control

On May 9-10, the FDA will meet to discuss making PRGO’s Opill contraceptive available without a prescription. This OB/GYN, as well as this one and this one, shared their opinions with Stream about Opill adoption should it be approved as an over-the-counter option.

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Alyees Qureshi, Content Marketing Specialist and Healthcare Lead

Sara Mallatt Stahl
Sara Mallatt Stahl
Vice President and Sector Head, Healthcare at Stream by AlphaSense

Sara has more than 16 years of experience generating sell-side research content across a variety of industries, including healthcare, which is her focus at Stream by AlphaSense. Sara has a passion for developing content that helps clients pursue their ideas and sparks new ways of thinking.

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