UPDATE: Senate Health Proposal Includes Med-Device Savings
08 Septiembre 2009 - 4:19PM
Noticias Dow Jones
Medical-devices companies could be asked to contribute $4
billion per year to help cover the tab for U.S. health-care reform,
according to a proposal by Senate Finance Committee Chairman Max
Baucus.
The medical-devices sector, where heavyweights include Medtronic
Inc. (MDT), Johnson & Johnson (JNJ) and Boston Scientific Corp.
(BSX), made clear through its lobbying group on Tuesday that it is
firmly against this move.
A "framework" for discussion on health reform from Baucus, a
Montana Democrat, includes the annual total $4 billion fee on
device manufacturers allocated by market share starting in 2010.
While only a proposal, it suggests device makers aren't off the
radar screen during the reform push.
"To the best of our knowledge, this is the first time such a
medtech deal has been publicly disclosed in writing by a key
government official," Wells Fargo analyst Larry Biegelsen said in a
note to investors Tuesday.
The industry doesn't seem interested in a deal, however. The
Advanced Medical Technology Association, which represents device
makers in Washington, responded harshly to the Baucus proposal,
which would carry a $40 billion price tag over 10 years. AdvaMed
said it will "vigorously oppose" the move.
Seeking concessions from the devices sector could rattle
investors who thought device companies might skate through reform
talks without making concessions in the mold of pharmaceutical
companies and hospitals. Analysts said this potential device-sector
contribution doesn't match some higher numbers that circulated in
July, but the figure is still steep enough to outweigh benefits
from treating currently uninsured patients.
Other big device makers include Abbott Laboratories (ABT) and
Stryker Corp. (SYK). Stocks in this sector were mixed on Tuesday,
with two Dow Jones Wilshire indexes edging lower despite an uptick
for the broader market.
How device companies might contribute to reform efforts remains
to be seen because there isn't a strong direct connection between
the industry and government. Instead, device companies are
generally paid by hospitals, which often recoup costs for devices
through Medicare reimbursement payments tied to patient
treatment.
The device industry has highlighted the fact that it is already
likely to get squeezed in the quest for cost savings when the
government clamps down on hospitals.
Stephen J. Ubl, AdvaMed's president and chief executive, noted
this again in a statement Tuesday. He also said the devices
industry "will vigorously oppose the proposed $40 billion tax on
medical devices and diagnostics that is included in the draft
reform proposal" from Baucus.
Ubl said there are better ways to reform the system, and he
noted the industry has supported measures such as
comparative-effectiveness research, value-based purchasing,
preventative health and better care coordination.
"While AdvaMed supports broad-based health-care reform and has
been working to achieve that important goal, we cannot support a
proposal that unfairly singles out the medical technology industry
for a tax on innovation on top of the billions [of dollars] in cuts
that the industry would already have to absorb within the
health-care reform proposal," Ubl said.
-By Jon Kamp, Dow Jones Newswires; 617-654-6728;
jon.kamp@dowjones.com