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.

Buying kit for a leadership position in the @Home revolution? Implications of Optum’s acquisition of naviHealth

  • Payers , 
  • Providers

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Covid’s backhand blow: payer mix degradation and the threat of renewed payer/provider rate brawls

  • Payers , 
  • Providers

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Medicare Advantage’s durable – but underexplained – post-acute care advantage

  • Payers , 
  • Providers

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Bolting a full-risk engine onto an urgent care chassis in New York

  • Payers , 
  • Providers

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Choosing your customers wisely: are hospitals the right place to engineer the future of healthcare (and the software services to support it)?

  • Providers , 
  • Digital

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Facing new vertically integrated competitors, WellSpan and Capital Blue Cross prepare for a long siege

  • Payers , 
  • Providers

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OptumCare’s legacy entanglements could slow its site-of-service shift

  • Payers , 
  • Providers

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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 , 

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

  • Providers

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Google’s health insurance apprenticeship: some unicorns (maybe) but no masterpieces

  • Payers , 
  • Digital , 

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What precisely lies behind UPMC’s $2B investment in three new specialty hospitals?

  • Providers

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Amazon offering health insurance: a potential mistake

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Consider this speculative Amazon scenario in your strategic planning

  • Payers , 
  • Providers , 

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How can Optum be in only 35 out of 75 target markets while also being available to 70%+ of the US population? An analytical speculation

  • Providers

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The UPMC/Highmark brawl spills into Philadelphia’s backyard – what happens next?

  • Payers , 
  • Providers

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Ochsner signs LOI to enter northern Louisiana and secure a medical school affiliation

  • Providers , 
  • Institutional

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With the DaVita Medical Group acquisition, OptumHealth deepens its presence in existing markets rather than adding new ones

  • Payers , 
  • Providers

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United’s ambulatory delivery system OptumCare can reach 70% of the US population

  • Payers , 
  • Providers

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Allegheny Health Network adds micro-hospitals to its ground game

  • Providers

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Marrying into the right family pays off! Update on revenue cycle management joint venturing

  • Providers

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