About this episode
?????????????????????????????????????????????5?12???????????????????30%-80%???????“???????????????”?????????????????????????????????????“?????”???????????????????????????????????????
???????????????????????????????????????????????????????????????
?101 Weekly??????
??101?????????????????101Weekly?????????????????????????10??????????????????????????30????????????????????????
????Fireside??????????Spotify
????Bilibili?Youtube???????
????
??Jane???101?????????
????
????????Superstring Capital????
??????
????????????????????
01:59 “????????”?????????????30%-80%
04:07 ????????????2003????????????????
07:44 ???????????????????35%-80%??
08:32 ?????????“??????”????
??????????????????
09:06 ????????????????5-10?
09:54 Medicare??B???????????D??????????D?????????
10:59 ??????????????????????????????
12:06 ???????????????50%???????
13:17 ???????????????Bundle Pricing?
14:38 ???????D?????????????????????
15:04 ???????B???????????
16:07 ???????? 212???/?????????????????????
18:05 ????????????????????????
19:11 ??????GLP-1????????????????????????????
20:56 ??????????????????? VS ???????????
?????????????????????
22:59 ???????????????????????????????
26:18 ??“????”??????????????????????
28:36 ??????????????????“????”
29:57 ?????????????????????????
32:47 ????????????2023?IRA??????????
34:35 ????ROI??20%???9???13????????????
38:44 ????????????????????
41:54 ???????????“???????”????????
45:59 ????????????????????3%
46:43 ??????????????????“??”
47:51 ???????????????????OECD??????
????????PBM?????????
49:39 ??????????????????????+??????+???????+??????
54:19 ?????????????????????
55:39 ???????????????????????
56:54 ?????????????????????????????
59:33 ???????????10%????90%???
01:01:47 PBM?????????30%-70%
01:02:24 PBM??????????????????????
01:05:24 ?????????????
01:07:50 PBM???????????+?????????
01:09:00 ??????????? VS ????????????????
????????????
PBM?
???????Pharmacy Benefit Management???????????????????????????
??Medicare?
?????????65???????????????????????????????A??????inpatient hospital insurance?B????????outpatient medical insurance?C???????????????Medicare Advantage?D???????Prescription Drug Plan??????
??????
