Decision Day: The Morning After

In this batch of Affordable Act insights: Counting on a building boom and why the prediction markets got it wrong

So we and everyone else have had a few more hours to sift through the discussions on the impact of the Supreme Court's decision to uphold most of the provisions in the Affordable Care Act. Turns out there's plenty more to discuss so, much like we did yesterday, we present to you a curated set of insights from all over.

• First off, the Baker Donelson Bearman Caldwell & Berkowitz health care team has done a nice job reminding us exactly what the law will actually require and proscribe.

• A number of players in the vast health care arena look to be big benefactors of the court's decision. Builders could be among them. Andrew Quirk, senior vice president and national director of Skanska USA, says the ruling reaffirms the trend toward outpatient facilities, many of which still need to be built.

"We expect to see an uptick with new health care construction opportunities as early as the third quarter of this year. Expect an increase in mega-medical office buildings (primary care facilities) and freestanding emergency services facilities along with more children’s hospital facilities and cancer centers," Quirk said in an email to NashvillePost.com. "We will continue to see more mergers and acquisitions like those that have taken place or are under way in Boston and the New York markets. The ruling also creates opportunities for alternate delivery and funding methods such as P3 (private finance initiatives)."

• Barry Ritholtz of The Big Picture cuts to the quick in analyzing why leading prediction market InTrade was off target ahead of the Supreme Court's decision: Traders weren't close enough to D.C.

• John Roberts as a traitor to the conservative cause? No chance, says Bloomberg's Paula Dwyer, who writes that overturning the Affordable Care Act would have been "the very kind of judicial activism that conservatives decry."
 
• And in case you missed this Thursday afternoon, Change Healthcare President Doug Ghertner told NashvillePost.com he expects the Supreme Court's decision to help foster a culture of educated consumerism when it comes to health care. "To make it user friendly is important," Ghertner said of the bigger insurance market created by the law. "The act lends itself well to that."