Author: Thomas Uhler

Recon takes an analytical look behind select developments in healthcare

An innovative sales strategy for a pivotal drug; Novartis trailblazes with Leqvio

After the $9.7B acquisition of The Medicines Company two and a half years ago, Novartis is eager to demonstrate value with a successful launch of the primary target of the deal, Leqvio. This launch is also a key catalyst for new revenue generation at Novartis, due to a $9B patent cliff by 2026. Given the high-stakes nature of Leqvio’s launch, the decision of the Swiss pharma to employ a non-traditional sales strategy in several key countries, including US and England, is noteworthy.   Novartis paves an innovative commercial path for

Read More

What’s so special about One Medical in the eyes of Amazon? A few quick thoughts

There isn’t a bricks-and-mortar primary care acquisition out there that is beyond Amazon’s financial reach.  While the announcement regarding One Medical has provoked fresh rounds of speculation about what Amazon might do broadly in primary care (e.g., push Pillpack),[1] our interest here is in why Amazon seems to think One Medical specifically is the right move right now.  Below are some quick thoughts:  Compatible business models One Medical’s legacy commercial business and Amazon (Prime) both operate a fixed annual membership fee plus charge-per-transaction business model.  The membership fee provides customers

Read More

Four plausible rationales for incumbent hospitals to embrace hospital@home despite the potential to divert “heads from beds”

We identify four different business strategy rationales for hospital@home depending on each hospital’s specific market situation and each with clear predictive implications for local markets.  These are: on-demand capacity expansion, bed capacity rationalization, competitive matching and system consistency.  Almost all participants in CMS’s current Hospital@home program could find one of these four rationales applicable.  If these rationales become compelling business cases, the future of hospital@home is bright and it is time to start the healthcare ecosystem to prepare for its disruptive consequences. The cannibalization challenge Hospital@home uses innovative protocols, technology,

Read More
We use cookies
This website collects cookies to deliver better user experience and to analyze our website traffic and performance; we never collect any personal data or target you with ads.