Henrietta Treyz of Veda Partners sees an 80% chance of a partial US government shutdown https://trib.al/N4VWkSs

"Severing the link between fees and drug prices “is probably the most significant thing” Congress could do to change how PBMs operate. Lawmakers are always playing whack-a-mole, and they’re always a little bit behind.” — Spencer Perlman

“I definitely noticed the shift toward the end of last year of an increasing interest in looking at hospital pricing.” “Once that shift happens, it’s hard to put the genie back in the bottle — the issue is here to stay.”  “The question is how long can AHA stave it off? And I think they can for a long period of time.” — Spencer Perlman

Henrietta Treyz, Veda Partners Director of Economic Policy, recommends stacking up on avocados, in the case that the U.S increases tariffs on Mexico

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners discusses Treasury Secretary Yellen's warning to Congress. She spoke with hosts Bryan Curtis and Paul Allen on Bloomberg Radio.

"All she needs is approval from the president to tap into that basket," Henrietta Treyz, director of economic policy research at Veda Partners, said of Ms. Yellen. "There are no other alternatives; there’s no chance of a bill passing Congress." — Henrietta Treyz

By dropping the cost of its Humalog and Humulin insulins, Lilly could sidestep $430 million per year in new Medicaid rebates and make more than $85 million in new annual profit, according to an analysis by Spencer Perlman, the director of healthcare research at Veda Partners. — Spencer Perlman

“The biggest issue here is just the lack of clarity on what’s coming and what it means,” Perlman said in an interview. His analysis draws from government data and reporting from Kaiser Health News. Veda, a Bethesda, Maryland-based policy research firm that doesn’t make stock recommendations, estimated what plans might pay if the proposed rule was finalized without changes. — Spencer Perlman

"There is something deeply ironic about Donald Trump potentially returning to power and implementing the price reductions on something where he went out on a limb for Republicans," Spencer Perlman, director of healthcare research at Veda Partners, an investment advisor, and consultancy firm, told Insider. — Spencer Perlman