Category Archives: Health Care

After Completing Its Corporate Transition, Change Healthcare Copes With COVID-19

Posted on May 13, 2020 by Stephen Percoco

Change Healthcare Inc. (CHNG, Change Inc., Change or Inc.) is a new public company formed in 2016 as a joint venture between McKesson Corporation (MCK) and an investor group led by The Blackstone Group.  Over the past four years, the … Continue reading →

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Notes and Analysis from Merck’s Investor Day

Posted on June 28, 2019 by Stephen Percoco

On June 20, Merck held an investor day, its first in five years, to highlight its goals and objectives and provide a broad perspective on its five-year performance outlook.  Although its blockbuster cancer treatment, KEYTRUDA (pembrolizumab), has been a spectacular … Continue reading →

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Five Star Senior Living Struggles to Regain Profitability

Posted on June 18, 2017 by Stephen Percoco

Shares of Five Star Senior Living (FVE) have performed poorly over the past two years, even underperforming FVE’s peer group, which has significantly underperformed both the health care sector and the broader market.  The industry is suffering from a slow … Continue reading →

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