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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.

ESSENTIAL READING

  • Biopharma, Payers, Institutional

Outcomes Based Arrangements in Biopharma

Today’s advanced therapies target devastating diseases with high unmet need. Given the urgent medical need (and pressure from patient advocates), regulators increasingly must make decisions based on early, incomplete data when it comes to durability, real-world effectiveness, and cost-effectiveness – all while bearing costs that can exceed $1 million per patient.
  • Biopharma

A few thoughts about navigating biopharma macro scenarios

Planning biopharma strategies against a robust set of macro-scenarios will be crucial to mid- and long-term success. While historically these scenarios have revolved around targeted issues, the current challengescall for a more expansive - and likely more difficult - set of questions to be asked.
  • Biopharma, Payers, Providers, Medtech, Digital

Why the Best AI Won’t Win in Healthcare

As advanced AI becomes widely accessible, healthcare companies can no longer rely on superior technology alone for lasting advantage. Instead, they need a coherent AI strategy built around five interconnected choices. Harvard Business Review article.
Sector
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NEJM opinion

An opinionated take on NEJM highlights for May 2019

  • NEJM
TAVR for all? TAVR has become the standard of care for patients who ne…

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Amazon to startups: stay close to the consumer and let us own the platforms

  • Digital , 
Amazon’s healthcare play appears to be heavily focused on platforms ra…

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

  • Payers , 
  • Providers
By bringing together accountable-minded physicians, urgent care and am…

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It’s in the brain: An opinionated take on NEJM highlights for April 2019

  • NEJM
He’s dead, Jim As previously widely advertised, the BACE-1 inhibitor v…

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An opinionated take on NEJM highlights for March 2019

  • NEJM
Target assessment with genetic polymorphisms Please bear with me for a…

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February was short and cold: An opinionated take on NEJM highlights for February 2019

  • NEJM
Targeted conjugated cancer therapeutics – so few, but may be more soon…

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There’s always a bigger fish: healthcare services giants are looking anxiously over their shoulders

  • Payers , 
  • Providers , 
  • Digital , 
With the closing of the CVS/AET and CI/ESRX combinations, healthcare s…

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Methods towards better care: An opinionated take on NEJM highlights for January 2019

  • NEJM
The bundle Unlike many other CMMI experiments, the Comprehensive Care …

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On the uses of genetic information in disease: An opinionated take on NEJM highlights for December 2018

  • NEJM
Genetic trade secrets In 2012, the US Supreme Court decided a case kno…

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SELECTED ENGAGEMENTS

Insight, put to work

Our published thinking is one half of the picture. These are representative client engagements, anonymized — each tagged by sector, so you can trace the path from perspective to practice.

  • Institutional

Strategy for Statewide Health Information Exchange

A non-profit health information exchange was facing financial struggles and needed a new strategy that would keep it financially sustainable

HIE, Health IT,

  • Medtech, Early Stage

Growth strategy for point-of-care testing

Post pandemic an innovative diagnostics platform company wanted to dramatically increase its market by targeting retail clinics for its point-of-care diagnostics platform

Growth, product market fit, value proposition

  • Institutional

University Trials

Large university wanting to dramatically increase its clinical research footprint

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