每日新闻更新-打乱美国医疗行业 The Daily Update – Disrupting the US healthcare industry

一家投资银行、一家在线零售商和一家联合大企业走进一间酒吧,点了一杯叫“医保政策”的鸡尾酒,而且要求这酒得“简单、透明、价格合理”。酒吧服务员说,“对不起,我们只提供复杂、浑浊、昂贵的”……于是三位顾客离开酒吧自己调了一杯。

这场景很传神地勾勒了昨天的一份声明:摩根大通、亚马逊和伯克希尔哈撒韦公司(三位不开心的顾客)计划成立一家非盈利医疗保健公司。这项倡议很受欢迎,结合了这三家重量级美国企业的互补优势,来解决医疗成本问题。伯克希尔哈撒韦公司的沃伦·巴菲特说“飞涨的医疗成本就像依附于美国经济的绦虫”。很多医疗类股票显然很抵触这一消息,股价下跌了3%至11%,并出现了股票抛售现象,一些大型制药公司可能面临像亚马逊这类企业广为人知的议价力和破坏力。

巴菲特表示,“我们坚信,集结全国最优秀人才的集体力量,就能够及时遏制飙升的医疗成本,同时还能提高患者的满意度和医疗效果。”至少在初期,该计划将解决100万美国员工的医疗问题。那些预期亚马逊将进入医疗行业的人认为,该计划对未来的影响将更加广泛。摩根大通CEO杰米·戴蒙肯定了这一观点,“我们三家企业拥有丰富的资源,我们的目标是打造一个能使美国员工及其家属甚至所有美国人都从中受益的解决方案。”

根据《金融时报》的报道,“去年由雇主提供的家庭健康保险的保费是$18,764,比2016年增长了3%”。目前,该计划将从简单的开始,利用大数据分析来降低成本,但考虑到三家企业的互补优势,以及在科技、金融和保险领域的专长,可能只需要几年时间就能打造出一套完整的替代性方案,解决当下私人成本昂贵以及公共医疗保障不确定等问题。

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