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Writer's pictureChristopher Kerns

Breakthrough drugs to strain price and volume

Updated: Jul 19



Something we're starting new this week: Union Healthcare Insight's Slide of the Week. Over the past 12 months we've been in business, our team has populated a figurative metric tonne of slides. And right now, Yulan Egan and team are hard at work finishing up the State of Healthcare 2024. But in the meantime, we'll be sharing a new slide on a different topic each week. Feel free to download, share, repost, whatever. Members can download all the slides they want, but if you'd like the PPT version of whatever we're sharing, you can download it here, and subscribe to our site so you don't miss a post moving forward.


Today's Slide of the Week: the outsized role of drugs in healthcare cost growth. Yes, drugs are expensive, breaking news, I know. But what's different now is the changing equilibrium in aggregate spending. For the past couple of decades, growth in high-cost treatments for niche conditions were somewhat tempered by lower-cost (often and increasingly generic) therapies for widespread chronic illness. But that's changing as the sheer number of niche-condition treatments have grown, coupled with increasingly costly chronic-care drugs with high utilization potential. In this year's State of Healthcare, we'll be looking how this phenomenon--and which drugs--may trigger a new (and permanent) spike in healthcare's share of U.S. GDP. Message me to learn more, or just to snag the slide run.



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