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7 days in healthcare (August 28th-September 3rd, 2023)

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Summary

From the point of view of Biomedicine, it is worth highlighting how therapy with psychedelics is opening up among mental health professionals, especially for cases of depression, anxiety, post-traumatic stress, eating disorders and addictions.

As far as Global Health is concerned, a study of 18 clinical trials shows that screening for early detection of cancer does not make this population live longer than those who do not undergo this type of testing. WHO concern about blindness and vision disorders. More than 2.2 billion people globally have vision disorders, generally attributable to refractory disorders and cataracts.

In terms of International Health Policy, the expected bomb exploded from the application of the “Inflation Reduction Law”, approved in the USA in August 2022, which included something prohibited until now: price negotiation between pharmaceutical companies and Medicare. . The American government made public the 10 drugs that will be negotiated in 2023 and affects the main companies: Pfizer, Lilly, Novartis, AstraZeneca, J&J, etc. Although the established system is very gradual, since 10 drugs will be negotiated each year for the next four, the truth is that this breaks the status quo of the pharmaceutical industry not only in the USA (the largest drug market) but in the world. It is difficult to counter Biden’s argument, which he plans to use in the 2024 campaign, that Americans do not have to pay two to three times more for medicines than the rest of the developed countries, such as in Europe. However, The Economist, which recognizes the need for this price negotiation, nevertheless sees problems in its application due to the appeals filed by large pharmaceutical companies and the risk that these companies will distance themselves from the necessary medicines and concentrate on others unrelated to price control. He also says that if R&D expenses are taken into account, the profitability of pharmaceutical companies is not extraordinary, when compared to the companies in the S&P 500.

If we talk about National Health Policy (Spain), the incidence of covid shoots up by 70% in just one week. The Ministry of Health recommends the fifth dose to selected groups: over 60 years of age, health personnel and the vulnerable. The Supreme Court faces a complex issue: the ruling on thousands of compensation payments to businessmen due to the pandemic. These are property claims to the State due to Covid-19 from businessmen and self-employed workers, who are awaiting compensation for the damage caused by the restrictions during the states of alarm that were later cancelled.

In the field of Companies, on an international level, the most notable is the abandonment of CENTENE from the United Kingdom, where it had a chain of primary care centers and the CIRCLE hospital network. The movement follows his departure from Spain with the sale of Ribera. A concentration in the American market, difficulties with the anti-privatisation movements of healthcare in Europe and problems with hospital integration may be at the origin of the problems, to which perhaps we should also add an underdeveloped growth strategy for this American company in Europe. In any case, a shame, since CENTENE is a great American insurance company, with a lot to teach in the European world. As far as national news is concerned, Spain is the only country that has purchased (31 million euros) several million vaccines from HIPRA, which is not updated for the new strains. Big problem for the Ministry if it decides to use it.

Biomedicine

Global Health

International health policy

  • USA
    • The American government reveals the 10 drugs on which price negotiations will take place with Medicare. Under the proposed reform the minimum price decrease will be 25%. According to the Congressional Budget Office, the savings to the public coffers will be $100 billion over a decade. The affected companies are BMS, Pfizer, Boeheringer, Lilly, J&J, Merck, AstraZeneca, Novartis, Amgen, AbbVie, Novonordisk (https://www.ft.com/content/fa9b0422-6f93-4703-9358-6396660f63b6)
    • The Economist, critical of the American government’s measure, although it recognizes that price negotiation was obligatory. He says that the prohibition on negotiation was nonsense, but the proposed negotiation system could have perverse effects. If R&D expenses are taken into account, pharmaceutical companies do not have extraordinary profits, compared to those of the S&P 500 (https://www.ecocom/leaders/2023/08/30/americas-new-drug-pricing-rules-have-perverse-consequences)
    • Biden makes the negotiation of drug prices one of the central axes of his campaign for 2024, despite the fact that the price reduction will not begin until 2026 and that is if the law resists all judicial attacks (https://www.nytimes.com/2023/08/30/us/politics/biden-medicare-drug-prices-2024-campaign.html)
    • Opinion article in FT: “The world needs to stop depending on the American pharmaceutical industry.” Americans pay up to three times more than other developed countries for medications. The American market is the main market for pharmaceutical companies. This policy is popular among Americans, but it may affect drug R&D globally. Pharmaceutical companies can orient themselves from the most needed medicines to those that escape price control (https://www.ft.com/content/0c20c518-60a8-4dd0-87be-f03adc8ec0e1)

National health policy

  • Judicial consequences of the pandemic
    • The Supreme Court faces the sentencing of thousands of compensations to businessmen due to the pandemic. These are property claims to the State due to Covid-19 from businessmen and self-employed workers, who are awaiting compensation for the damage caused by the restrictions during the states of alarm that were later cancelled. About 9,000 resources are expected. The sentence is very complex, due, among other things, to the high economic amount that it could represent (https://www.expansion.com/juridico/sentencias/2023/09/01/64f1cc47e5fdea09658b45ba.html)

Companies

 

 

 

7 days in healthcare (March 21-27, 2022)

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SUMMARY

From the point of view of biomedicine, the progress in the treatment of breast cancer should be highlighted, according to the article published by the NEJM, with a brake of around 80% of this advanced cancer and makes it disappear in 16%. .

As far as Global Health is concerned, there are undiagnosed cases of tuberculosis (the missing tuberculosis), a disease that continues to have 10 million new cases a year and causes 1.5 million deaths. The Lancet report on what needs to be done to meet target 3.4 of (on non-communicable diseases) of the Sustainable Development Goals. Inequality in covid vaccination and its possible ways to solve it are the subject of an analysis by the NEJM. Concern for the health of the 3.5 million refugees from Ukraine. The low mortality of covid in Africa, a continent that was thought could be devastated by this disease, remains a mystery.

As for international health policy, the debate continues on the covid-zero policy in China, which has achieved great results so far (both in terms of mortality and economics), but it is not known if it will be able to continue with the variant “omicron”. The WHO judges the lifting of COVID measures in Europe too premature, considering that cases are growing, among other countries, in the United Kingdom, Ireland, Greece, France, Italy and Germany.

If we talk about national health policy (Spain), we are witnessing a relaxation of the measures against covid, despite its upward trend in recent days. Arrival of Paxlovid, Pfizer’s treatment for severe cases of covid. The important report published by the Catalan Society of Health Management, with an exceptional team led by Jordi Varela, on the forms of contracting health services from the point of view of value, is very noteworthy. The deans of Medicine react to the Ministry’s announcement of the increase in the “numerus clausus” in medicine by 10%.

In the field of companies, it is worth highlighting the evolution of the purchase of the fertility company IVI, the largest operation carried out by private equity companies in healthcare in Spain and with a company valuation of around 2,500 million euros.

BIOMEDICINE

GLOBAL HEALTH

INTERNATIONAL HEALTH POLICY

NATIONAL HEALTH POLICY (SPAIN)

COMPANIES, EMPLOYERS AND OTHER AGENTS IN THE SECTOR

 

 

7 days in healthcare (6-12 December, 2021)

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SUMMARY

At the international level, the Israeli study published in the New England Journal of Medicine stands out, which showed, in a large sample of cases, a 90% decrease in mortality with the third dose. Also that the “omicron” variant extends to 57 countries. In the United Kingdom, plan B is activated, given the growth of the pandemic: teleworking, masks and COVID passport. The COVID pandemic is found to have exacerbated social inequalities globally.

Regarding national news, to highlight the accelerated growth of the pandemic, with figures that are already very worrying, although lower than other European countries. The government seems to trust everything to vaccines. Six communities are already at high risk. The Ministry advances a new strategy against smoking. COVID vaccination begins for children between 5 and 11 years old.

As for companies, many of them cancel Christmas celebrations, given the advance of the pandemic.

 INTERNATIONAL

  • An Israeli study of 758,118 people who had received a third dose, after a full course with two doses of the Pfizer-BioNTech vaccine, showed that mortality was 90% lower than that of participants who had not received the third dose (NEJM , 8 Dec 21)
  • Afghanistan: collapse of the health system, WHO predicts that one million children will die of starvation this winter (BMJ, Dec 8, 21)
  • Health played a leading role in the COP26 climate conference (BMJ, Dec 7 21)
  • The “omicron” variant extends to 57 countries (The Guardian, 9 Dec 21)
  • Johnson activates plan B: teleworking, masks and COVID passports (The Guardian, 8 Dec 21)
  • COVID: More than 200 million Americans fully vaccinated (NYT, Dec 8, 219
  • The ‘omicron’ variant may produce 75,000 deaths by the end of April in the UK (The Guardian, Dec 11 21)
  • The COVID pandemic has exacerbated global inequalities, according to the “Global Inequality Report 2022” (Le Monde, 7 Dec 21)
  • Public Health expert Karl Lauterbach appointed Minister of Health in Germany (FT, Dec 6 21)
  • According to an article in the New York Times, the number of hospitalizations is now a better indicator of the evolution of COVID than the number of cases (NYT, Dec 11 21)
  • Fauci says that the “omicron” variant is more contagious but less serious (La Vanguardia, 7 Dec 21)

NATIONALS

  • Spain exceeds 320 cases per 100,000 inhabitants in the last 14 days (Germany, 929; United Kingdom, 963; France, 875; Italy, 331; Portugal, 466; United States, 464; Austria, 1,215; Belgium, 2,082) ( Expansion, 9 Dec 21)
  • Hard headline of La Razón: “Europe faces «omicron» and Spain does nothing”. It refers to measures from the central government, which seems to trust everything to vaccination. The article presents the measures in the United Kingdom (telework, mask and covid passport); Germany (severe restrictions on the unvaccinated); France (closing of nightclubs from December 10); Italy (closing of events for unvaccinated); Austria (confinement of the entire population); Denmark (closure of nightlife venues); Ireland (closing of discos and shows); Sweden (vaccination certificate): Holland (closing of all non-essential shops after 5:00 p.m.) (La Razón, 10 Dec 21)
  • Six communities are already at high risk, according to the new health traffic light (eldiario.es, Dec 11, 21)
  • The new Strategy of the Ministry of Health against tobacco is presented: more taxes, more smoke-free spaces and less advertising (El País, Dec 8, 2021)
  • Spain approves childhood vaccination and will begin vaccination of children between 5 and 11 years old on December 15 (El País, 7 Dec 21)
  • Different vaccination strategies for children by communities: vaccination courses, hospitals and health centers or schools (El País, 10 Dec 21)
  • The intensivists, worried. In three weeks the number of admissions to ICU has tripled (El Periódico de España, Dec 12 21)
  • The birth rate in Spain falls by 5.4% in 2020 (PlantaDoce, Dec 9 21)

COMPANIES, EMPLOYERS AND MAIN ACTORS IN HEALTH

  • Companies cancel Christmas dinners and events and ask their staff to be prudent (El Confidencial, Dec 12 21)
  • Unilabs, until now from the Apax fund, acquired by the Danish family group A.P Moller Holding (Unilabs press release, 2 Dec 21)
  • Centene can sell its international businesses, in Spain Ribera (Forbes, Dec 10 21)
  • The alliance with Moderna bears fruit: Rovi enters the IBEX, instead of Viscofán (Valencia Plaza, 9 Dec 21)
  • Vivanta focuses its activity on dental to continue growing (PlantaDoce, 3 Dec 21)
  • Quirónsalud consolidates in Latin America (ConSalud, Dec 10 21)
  • The San Juan de Dios Hospital closes in Burgos (Medical Writing, Dec 10 21)
  • Ubikare, the healthcare start-up owned by Mutua, arrives in Madrid (10 Dec 219
  • Fertility moves more than 4,000 million in corporate operations (El Economista, Dec 11 21)
  • Otsu fuels its male sexual health business: ten new openings in 2022 (PlantaDoce, 9 Dec 21)

7 days in healthcare (1-7 november, 2021)

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ABSTRACT

From an international point of view, to highlight something we knew: that WHO, in its current configuration, is not prepared for global health challenges. However, this finding is important in the article in the British Medical Journal by Anthony Costello. Europe, once again in the center of expansion of the pandemic. The decision of the North American Democrats to reduce the price of medicines, via the negotiation in Medicare, is very far-reaching. This decision, if applied, will have major consequences for the entire pharmaceutical industry globally.

At the national level, to highlight the article in The Lancet, which says that Spain could have achieved group immunity. For the rest, the incidence of COVID continues to grow in our country, although it does not reach, by far, those of other European countries. Waiting lists are a big concern throughout Spain. Controversy over the new Equity, Universalization and Cohesion Law. Podemos wants to take advantage of it to repeal Law 15/1997, which allows the outsourcing of health services.

As a business activity, to highlight the two new antivirals against covid-19, one from Merck and the other from Pfizer. Merck has released the patent so that it can be used widely in developing countries. Novartis dissociates itself from Roche, selling it its 33% stake in the latter company.

INTERNATIONAL

  • The WHO, in its current configuration, is not ready for its purpose, but is limited by lack of funds and political interference, and this has been demonstrated in this pandemic that has produced more than 18 million deaths, writes the economist Anthony Costello in the British Medical Journal (BMJ, 3 Nov 21)
  • Europe once again at the center of the covid pandemic, says WHO, (The Guardian, 4 Nov 21)
  • The WHO warns of the increase in deaths from covid in 56 countries, and insists that vaccine manufacturers have not done their job well (ConSalud, 5 Nov 21)
  • Democrats in the United States reach an agreement to reduce the price of drugs, allowing the government to negotiate the price of Medicare drugs. The United States pays three times more for many drugs than Europe, according to a study by the Brookings Institution. Initially, the measure will be launched with the 12 most expensive drugs (FT, 2 Nov 21)
  • The fourth wave continues to beat the record of infections in Greece, with almost 7,000 daily (El Confidencial, 6 Nov 21)
  • Excess mortality grows in Russia, since the beginning of the pandemic (FT, 2 Nov 21)
  • The management of the pandemic leaves a trail of investigated political leaders: Brazil, France, Italy, Austria, India, … (El Debate, 2 Nov 21)
  • India’s successes against covid are analyzed: more than half of Indians have received at least one dose of the vaccine. 6 million are vaccinated every day (The Economist, 29 Oct 21)

NATIONAL

 

  • The Lancet suggests that Spain could have achieved group immunity. They are based on the high infections and the high percentage of vaccination (La Razón, 3 Nov 21)
  • The incidence of covid rises more than two points, to 53.7 cases per 100,000 inhabitants (El País, 5 Nov 21)
  • Madrid for the first time exceeds half a million patients to see the specialist. Experts warn that the pandemic has generated in Spain a dammed demand that will emerge in the coming semesters (El País, 5 Nov 21)
  • Spain, one of the five countries in which Covid-19 caused the greatest loss in life expectancy, according to a study published by the British Medical Journal (ABC, 3 Nov 21)
  • The Health Ministry sells a million vaccines to Australia, New Zealand and Paraguay, before they expire (El Español, 2 Nov 21)
  • The WHO requests to increase oral public coverage in Spain (Health Act. The proposal receives the support of the General Council of Dentists (Health Act, 5 Nov 21)
  • Podemos will not support the Darias Equity Law. The Ministry wants to promote a Law of Equity, Universality and Cohesion and Podemos does not support it by not repealing Law 15/1997, which allows the outsourcing of health services (ConSalud, 5 Nov 21)
  • The Health Ministry seeks location for its strategic reserve of covid material (El Periódico de España, 5 Nov 21)

COMPANIES, EMPLOYERS AND MAIN ACTORS IN HEALTH

 

  • Merck drug effective to treat covid-19. The drug is an oral antiviral, called molnupiravir, and has already been approved by the British Agency. It has been launched by Merck and Ridbback Biotherapeutics, a Florida-based biotech. The drug is indicated for the unvaccinated and for those vaccinated who develop the disease. The treatment will be worth US $ 700 in developed countries. Merck will allow the development of generics in 105 countries (The Economist, 4 Nov 21)
  • Alphabet, Google’s parent company, launches an AI company, Isomorphic Labs, for the discovery of new drugs. It will work together with DeepMinds, Google’s AI company (FT, 4 Nov 21)
  • Pfizer increases the sales forecast of its covid vaccine in 2021 to 36,000 million US $ (FT, 2 Nov 21)
  • Biogroup, a bioanalysis group piloted by Stéphane Eimer and with a presence in Belgium, Luxembourg and the United Kingdom, enters the Iberian Peninsula with the purchase of Cerba Internacional and Analiza (both owned by Marcelo Weisz). ASISA will retain its 50% stake in Analiza (Les Echos, 4 Nov 21)
  • Novavax, a protein-based American covid-19 vaccine, receives its first approval in Indonesia. May promote immunization in developing countries. An application for authorization has also been sent to Canada, the United Kingdom and the European Union (FT, 1 Nov 21)
  • Pfizer announces an antiviral pill (Paxlovid) that prevents 89% of hospitalizations and deaths from covid (El País, 5 Nov 21)
  • The Valencian government will propose to the Data Protection Agency a sanction to Ribera for withholding data from the Torrevieja hospital (eldiario.es, Nov 4 21)
  • Centene closes the year of the coronavirus with losses in its health adventure in Spain (Nov 6, 21)
  • “Son Espases”: the macro-investigation on the concession to OHL of this hospital in the Balearic Islands, which links the Balearic Islands with the illegal financing of the PP (eldiario.es, Nov 5, 21)
  • Novartis sells its 33% stake to Roche for more than US $ 20 billion. A relationship of more than twenty years between the two companies is ended (PlantaDoce, Nov 4, 21)
  • MD Anderson launches a clinical trials unit (PlantaDoce, 3 Nov 21)
  • Eugin expands through Canada and acquires the fertility centers of Trio Fertility (PlantaDoce, 2 Nov 21)
  • Affidea, a European provider of diagnostic imaging, outpatient services and cancer care, expands in Spain and Northern Ireland with two new acquisitions (PlantaDoce, Nov 3, 21)
  • The biotechnology company of Spanish origin Aura Biosciences, jumps to the Nasdaq (PlantaDoce, 3 Nov 21)
  • Rovi doubles its profit in the first nine months of 2021, to 99 million (PlantaDoce, 3 Nov 21)