Insights

Fifteen+ years of
Healthcare thinking.

Several hundred perspectives on the questions facing payers, providers, biopharma, medtech, and digital health — plus our running read on the clinical literature. Start with our sharpest work, or filter to your world.

“Savings illusion” can become savings reality in the long haul: baby boomers to the rescue

  • Payers , 
  • Providers
A recent article in the NEJM argues that cost savings from quality imp…

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Bubble in acquisition pricing of Medicare Advantage lives?

  • Payers
Several recent acquisitions suggest a rapidly growing valuation on Med…

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XL Health in play: what do the three suitors see?

  • Payers
UPDATE: United buys XL Health! Here's what we surmised in the origin…

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Emerging Unintended Consequences of Health Care Reform

  • Payers , 
  • Providers
In complex system, even small changes can have big, unexpected consequ…

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The CIGNA-Healthspring deal: local share key to top-line synergies but still missing from the equation

  • Payers , 
  • Providers
Summary Provider discounts are a key priority for national accounts –…

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Six strategic choices made by CMS in the final ACO rules

  • Payers , 
  • Providers
1. The final ACO rules largely maintain the demanding economic paramet…

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Narrow networks: adoption growing among smaller groups

  • Payers , 
  • Providers
Kaiser’s latest employer benefits survey offers some interesting data …

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Private health insurance exchanges and defined contribution: thoughts on Wellpoint’s acquisition of Bloom Health

  • Payers
Why would a health plan want to buy an exchange? Isn’t the only syner…

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The Steward-Tufts deal and the looming threat of provider-led narrow network insurance

  • Payers , 
  • Providers
The Stewards-Tufts deal announced today will create a narrow network i…

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A gradual roll-out of ACOs will minimize disruption and resistance

  • Payers , 
  • Providers
Part of the theory of ACO value creation is trading off more primary c…

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Upping in ante in Pittsburgh: the health information exchange arms race

  • Payers , 
  • Providers
A few weeks ago, UPMC announced an agreement among nine area systems t…

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Provider incentives in the commercial ACO: retaining a small share of savings in return for future volme growth

  • Payers , 
  • Providers
Earlier this month, Blue Shield of California announced 2010 results f…

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Partners’ acquisition of Neighborhood Health Plan: reinforcing the role of community health centers in the care continuum

  • Payers , 
  • Providers
Much of the public speculation (for example here and here) regarding t…

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The curious absence of payers in public HIEs

  • Payers
Last week, the National eHealth Collaborative published a study of sus…

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Medicaid going mainstream: thoughts on the IBC / BCBSM / AmeriHealth deal

  • Payers
Historically Blues have shied away from Medicaid. Two thirds of plans …

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ESRX-MHS Part 2: mail facility speculations (…or: Indulging my Inner SWAGer)

  • Payers
Summary ESRX was running at close to maximum capacity at its mail fa…

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ESRX-MHS Part 1: Last stand of the PBM pure play: observations on the Medco-Express combination

  • Payers
UNH’s decision to take the commercial PBM business in-house did not fo…

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Highmark and West Penn: it’s about mitigating consolidation, not transforming the system

  • Payers , 
  • Providers
Highmark will invest up to $475M in the West Penn Allegheny Health Sys…

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Did Wellpoint overpay for Caremore? No….not yet anyway

  • Payers , 
  • Providers
Summary Wellpoint probably paid full value for Caremore (if that comp…

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Blue Shield of California’s unilateral profit cap: competitive gambit or PR move?

  • Payers
Summary: Blue Shield of California (BSC) has committed to keeping pro…

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Employer opt-out as a result of reform: survey vs. model

  • Payers
Yesterday, McKinsey released a report suggesting that 30% of employers…

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Rapid shift to “bare bones” coverage among Massachusetts small employers: preview of Federal reform impact?

  • Payers
Summary Massachusetts small group went from an average actuarial valu…

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Rise of self-insurance in smaller groups: opportunity and threat

  • Payers
Summary  Self-insurance is growing among smaller groups (includi…

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Major health plan Q1 earnings: Profit surprise in commercial risk; multiple reasons why business prospects look good

  • Payers
Public health insurers startled the market with earnings ~25% above co…

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ACO profitability: Reasons for optimism

  • Payers
Summary A new article in the NEJM suggests ACO economics will be unat…

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Primary care capacity and the looming Medicaid surge: Medicaid-focused providers must be part of the answer

  • Payers , 
  • Providers
Summary A new study from Center for Studying Health System Change su…

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Revolution in Roanoke? Perspectives on the Aetna-Carilion deal

  • Payers , 
  • Providers
Summary  The line between health plan and provider continues to …

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How can a health plan weather the MLR hit to profitability? Some clues from Coventry

  • Payers
Summary Health plan profits will be down dramatically in 2011 due to …

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Conventional wisdom that provider capacity drives cost questioned in new study

  • Providers
Remember the idea that coordination will improve care? Well, if physic…

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Surprising implication of drivers of Medicare FFS variation – MedPAC

  • Payers
New MedPAC report on Medicare fee for service utilization finds l…

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