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.

An opinionated take on NEJM highlights for April 2018

  • NEJM
Are we nearing an asymptote with implantable cardiac pumps? Severe hea…

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The Healthcare Blog: Consider this Speculative Scenario on Walmart & Humana

  • In the News

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Disease as an information defect

  • Biopharma
One way to think about disease[1] is as a loss of information[2] from …

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Consider this speculative scenario on WMT-HUM: nibbling at the bottom and taking a slice off the top of the healthcare delivery pyramid

  • Payers , 
  • Providers , 
WMT is in talks with HUM about a relationship enhancement, possibly an…

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Bloomberg: 30,000 Strong and Counting, UnitedHealth Gathers a Doctor Army

  • In the News

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United’s Medicare Advantage footprint and OptumCare network do not overlap much (so far)

  • Providers
United’s OptumCare promises a lot of value for health plans.  An integ…

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EHRs + Genomics = Drugs? – An opinionated take on NEJM highlights for March 2018

  • NEJM
GWAS, Regeneron and Geisinger, and liver disease Genome wide associati…

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