Patients, profits and health system change: a Wall Street perspective.

Two years ago, the Center for Studying Health System Change brought together a group of highly respected Wall Street securities analysts who track health care companies. Their purpose: to discuss significant developments in the health care industry and possible future trends. The analysts met again this spring to discuss how the industry has changed since then. This Issue Brief reports on that roundtable discussion, during which the analysts addressed four major topics: managed care, health plans and providers, consolidation and public policy.