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.
ESSENTIAL READING
Oncology Development Update: Winners, Losers, and the Ones Still in Play
- By Lilian Zhang, Jason Brauner, and Marc Herant
- Biopharma
In our previous analyses (2023[1] and 2024[2]), we tracked two oncolog…
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An opinionated take on NEJM highlights for Q3 of 2025
- By Marc Herant
- NEJM
Exercise with cancer: it’s about more than fitness
Retrospective obser…
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AJMC: More frequent visits to primary care can save net $30-40 PMPM for top 20% highest risk commercial members
- By Jacob Wiesenthal and Tory Wolff
- Payers ,
- Providers
A new AJMC study from consulting firm Recon Strategy is the first to s…
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Phase 1 Licensing Deals Realized Value
- By Martha Deja and Sarah Dolman
- Biopharma
Download a PDF of this paper here. A comprehensive slide-deck (includi…
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Realized value of platform-based biotech: a retrospective analysis of 220 companies
- By Maggie Pickard, Allison Cremer, and Jason Brauner
- Biopharma
We explore four hypothesized value drivers of platform-based companies and evaluate the actual value achieved 10-15 years out from initial capital raise. We found that discovery platforms showed the highest lead asset success rates, significantly more out-licensing activity than non-platforms, and accounted for nearly all multi-asset approvals within our cohort. All platform types showed increased survivability and more licensing opportunities.
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Outcomes of mid-size biopharma “revenue” acquisitions
- By Maggie Pickard and Marc Herant
- Biopharma
Merck's acquisition of Verona is the latest in a long line of "revenue acquisitions". How have prior mid-size biopharma revenue acquisitions fared? We found that forecasts at the time of deal are often optimistic, with many transactions missing their projected sales trajectories.
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It was bioengineering at its best: An opinionated take on NEJM highlights for Q2 of 2025
- By Marc Herant
- NEJM
The first porcine kidney transplant (in a live recipient)
It’s been a …
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Biopharma Product Strategy: Lessons from Over- and Under-performing Launches
- By Lilian Zhang, David Kaufmann, Jason Brauner, and Phil Berk
- Biopharma
Introduction
It has become a truism in the pharmaceutical industry th…
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A few thoughts about navigating biopharma macro scenarios
- By Phil Berk and Marc Herant
- Biopharma
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.
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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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