David Larsen’ Analyst Report
According to one of the best healthcare stock analyst there is a good chance that every healthcare stock will be affected by Amazon’s move into healthcare stocks. What is known is that Amazon has long had its eyes on providing healthcare service to the healthcare equipment suppliers and is developing in that area. Amazon has strong relationships with Cardinal Health.
Amazon will use Siri for different kinds of diabetic patient care. Amazon is already working to provide better healthcare packages for its own 1.5M employees and they may take this further along revamping healthcare overall, but this is not known. Paul Mampilly encouraged his subscribers to follow the analysis of David Larsen. Learn more about Paul Mampillyat Crunchbase.
Paul Mampilly gives different signs of Amazon being interested in a company and one is the slow fall of their stocks. One pharmacy consultant, Linda Cahn, said that a major move by Amazon into healthcare would disrupt the healthcare industry.
Amazon’s Mode of Disruption?
Amazon gives indications it wants to go into the pharmaceuticals. Bringing a drug to market is the first hurdle, then there is the hurdle of making it available to the customer and being filtered thru all of the discounts pharmaceuticals have to plan how to meet. Insurance companies and other government-related deals.
Because so much profit goes to the middleman rather than to the pharmaceuticals themselves it is possible Amazon could disrupt the pharma industry by its scrutiny on pharmaceuticals that lack transparency.
Avoid the Pharma Deathtrap
According to Paul Mampilly when Amazon enters big Pharma there will be big changes and the middleman will lose big time, starting with stores like CVS, Walgreens, and Express Scripts. The good news, on the other hand, is prescription drugs will be less expensive for the consumer.
Lastly, Paul Mampilly forewarns his investors not to think of investing in these pharmaceutical companies when their stocks are on the downward spiral, since they just may become “death traps” for investors.
Paul “Guru” Mampilly has been on the front lines of Wall Street for over 20 years and has gained his stripes as a seasoned analyst, investor, manager, and stock picker.He has helped the largest companies in the world grow their portfolios $Billions.
At age 42 he turned away from directly helping large corporations retired and was hired as the Senior editor at Banyan Hill Publishing, where he spends his time offering expert advice to investors. He offers a series of newsletters: Profits Unlimited, True Momentum, and Extreme Fortunes. Read more: http://www.stockgumshoe.com/tag/paul-mampilly/