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The Behavioral Health Industry From Wall Street’s Point Of View MHCA 2010 Summer Conference August 19, 2010 Anthony Deem Market Research Associate Hospitals, Medical/Rx Distribution, Dental, Pharmacy Benefit Management [email_address]
Key Points Of Discussion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who is Cleveland Research? ,[object Object],[object Object],[object Object]
Which Sectors Does CRC Cover? ,[object Object],[object Object],[object Object],[object Object]
Who Do We Research? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Do We Do Our Research? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Inpatient Behavioral Health Industry Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Matters To Investors? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Recent Trends – Pricing Growth ,[object Object],[object Object]
PPS Was A Positive For Freestanding Facilities But A Negative For Acute
Pricing Growth (cont’d) ,[object Object]
Recent Trends – Admission Growth ,[object Object]
Recent Trends – Length of Stay ,[object Object],[object Object]
Recent Trends – Revenue Growth ,[object Object],[object Object]
Recent Trends – Profit Margins ,[object Object]
Bed Expansion ,[object Object],[object Object]
PSYS & UHS Are Merging ,[object Object],[object Object],[object Object],[object Object]
PSYS & UHS Are Merging (cont’d) Florida, Texas, Pennsylvania and Virginia will be the company’s largest markets
PSYS & UHS Are Merging (cont’d) From a revenue standpoint, we believe 70% of UHS pro forma behavioral revenue will be acute and its bed mix will be 54% RTC and 46% acute.
Industry Outlook.  What Now?  ,[object Object],[object Object],[object Object],[object Object],[object Object]
State Budget Cuts  A Double Edged Sword?
Mental Health Parity  ,[object Object],[object Object],[object Object],[object Object]
Healthcare Reform ,[object Object],[object Object],[object Object]
MHCA & Cleveland Research ,[object Object],[object Object],[object Object],[object Object],[object Object]
Thank You! ,[object Object],[object Object]

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MHCA Presentation

  • 1. The Behavioral Health Industry From Wall Street’s Point Of View MHCA 2010 Summer Conference August 19, 2010 Anthony Deem Market Research Associate Hospitals, Medical/Rx Distribution, Dental, Pharmacy Benefit Management [email_address]
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. PPS Was A Positive For Freestanding Facilities But A Negative For Acute
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. PSYS & UHS Are Merging (cont’d) Florida, Texas, Pennsylvania and Virginia will be the company’s largest markets
  • 19. PSYS & UHS Are Merging (cont’d) From a revenue standpoint, we believe 70% of UHS pro forma behavioral revenue will be acute and its bed mix will be 54% RTC and 46% acute.
  • 20.
  • 21. State Budget Cuts A Double Edged Sword?
  • 22.
  • 23.
  • 24.
  • 25.

Editor's Notes

  1. Complimentary, just take 5 minutes to chat with us every 3-6 months.