In the Press

Once cushioned from lawmaker scrutiny, hospitals see a shift
June 8, 2023

“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

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Henrietta Treyz on Bloomberg Surveillance Podcast | Being Against China Is Popular
May 9, 2023

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

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Henrietta Treyz on Yellen Warning (Audio)
May 1, 2023

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.

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Powell and Yellen Suggest Need to Review Regulations After Bank Failures
March 22, 2023

"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

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Insulin Price Cuts Could End Up Making Money for US Drugmakers
March 14, 2023

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

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Health Insurers Face $3 Billion Medicare Clawback Threat
January 24, 2023

“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

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The Biden administration just made it easier for Trump to keep a key promise on prescription drugs if he wins in 2024
January 12, 2023

"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

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Veda Partners' Treyz on McCarthy's Future
January 4, 2023

Henrietta Treyz, Veda Partners Managing Partner and Director of Economic Policy, discussed the future for Republican Congressman Kevin McCarthy as he makes his bid for House Speaker with Alix Steel and Guy Johnson on "Bloomberg Markets: Americas." (Source: Bloomberg)

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Henrietta Treyz on Bloomberg Surveillance Podcast | ‘Springy’ Oil with Blanch
December 8, 2022

“There are some small things on the margins that the administration can do without congress... one of the things specifically would be to institute investment restrictions...” — Henrietta Treyz on Bloomberg Surveillance Podcast

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