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Healthcare Investment Research Services
AndoverEcon offers
research and consulting services to investment advisors and portfolio managers. Our distinctive
approach empowers investment decision makers with solid assessments of the prospects for
growth and risks in healthcare markets and individual firms. We are developing a system with powerful analytic tools, which
together with our specialized knowledge of the healthcare sector, will enable us to appropriately weigh the
impact of competitive market forces, demographic trends, technological changes,
government payment policies, and regulations in our analyses of the health care industry.
Our aim is to add new dimensions to our clients' understanding of investment
opportunities and risks in the U.S. healthcare services
market. To that end we develop economic models that incorporate information from an unusually
wide range of sources including published health services research studies,
statistical analysis of public and private databases, industry publications, company reports,
and SEC filings. Excellence in our research and consulting comes from our high-level
analytic skills and informed judgement about healthcare issues, reflecting more than 25 years of experience in healthcare
economics and research.
Research Services
AndoverEcon offers research and analysis services. We produce research reports, on request,
customized to meet specific client needs. Our reports supplement and support
traditional investment analysis. They focus on the fundamental economics of healthcare markets
and the opportunities for profits and growth faced by firms in the healthcare industry.
- Healthcare Industry Studies
We can provide made-to-order, up-to-date studies of the healthcare industry or specific
subsectors. These provide an overview of the most important industry
trends as well as in-depth analysis of the competitive environment and fundamental determinants
of growth and profitability.
- Company Reports
Our AndoverEcon company analysis reports provide an in-depth assessment
of a single selected health care company. The reports include
an assessment the earnings potential of the company in its markets and regulatory
operating environments.
- Comparative Analysis Reports
We can provide comparative reports on two or more healthcare companies.
These can be useful for investment analysts considering two alternative
investments, or for buy-and-sell trades within the healthcare sector.
- Risk Analysis Reports
We can provide risk analysis reports to assess the downside risk of
specific healthcare investments. We can also assess the risk of healthcare portfolios,
using our models of the industry to account for factors of interdependent risk among
healthcare companies that may not show up as correlations in historical data.
Consulting Services
AndoverEcon
provides consulting services to support investment decisions. We can be your
on-call health industry economic analyst to help you select
healthcare industry investments to meet your goals. We
can conduct a review of your healthcare portfolio, provide analysis of prospective
investments you may be considering, help you develop target
buy/sell prices for publicly traded health sector securities, and conduct
research to answer your questions about prospects for growth and profitability
in subsectors of the healthcare industry.
We can provide on-site consulting services, meeting with your investment analysts
to discuss healthcare investment strategies or the relative merits of investment
opportunities in the context of the current industry environment.
Scope of Our Research
In order to focus our efforts and provide the highest quality work, we limit our research to the U.S. health
services industry. We do not currently
offer analysis of pharmaceutical, medical device, or medical supply companies.
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Current Issues
HealthSouth: How Much of the Problem is Medicare?
A note on the need for independent analysis.
August 2002.
HMO High Deductible Plans:
Who Wins, Who Loses?
A brief review for investment analysts.
August 2002.
Always Adding to Our Knowledge
In July 2002, AndoverEcon's President, Thomas Grannemann, Ph.D. attended AIMR's week-long Financial Analysts
Seminar at Northwestern University.
When to Get Research Help
You need AndoverEcon investment analysis services if you can say:
"We need a partner in our investment decision making process who really understands
the the complex economics of healthcare markets."
"I am not really sure just how a change in Medicare payment policy would affect earnings of companies in our
portfolio."
"We want to base our healthcare investment decisions on fundamental value and long-run
growth opportunities."
"Our healthcare investment analyst needs a little extra help assessing an important investment
opportunity."
"Our analysts need more real insight into healthcare markets from research, not just industry press releases and publications."
"Our investment decisions would be improved if they reflected a better understanding of competitive advantage in healthcare
markets."
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