The healthcare industry accounts for nearly 20% of GDP in the United States.  This course will explore the links between major public policy events - for instance, healthcare reform or recent Medicare and Medicaid changes - and the financial prospects and implications for various healthcare industry sectors.  Lectures will examine how current and potential public policy decisions impact the bottom line and the behavior of key industry sectors including pharmaceutical companies, hospitals, doctors, insurance companies, and others.  Students will  conduct research on an industry sector and a live public policy or regulatory issue of their choosing and present a report to the class from the perspective of a research analyst or industry strategy consultant.  Students will be expected to use their quantitative and analytic toolkit to evaluate how a key government policy (or potential policy within the health reform context) is likely to affect the industry's fortunes and behavior going forward, with implications for investors and firm management.  

Neal Masia

Adjunct Professor of Business

Neal Masia is an Adjunct Professor of Business and Economics at Columbia University and serves as a consultant and advisor to a variety of healthcare companies and healthcare-focused investment firms.  Neal spent nearly 18 years rising through the ranks at Pfizer Inc, most recently as Chief Economist and Vice President of Patient and Health Impact. As a member of Pfizer’s Senior Leadership...

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