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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
All
NEJM opinion

Marrying into the right family: the bets underlying United’s revenue cycle management joint venture with Dignity Health

  • Payers , 
  • Providers
Market for outsourced revenue cycle management could be big The revenu…

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Declining value of the EMR walled garden? An emerging signpost from Cleveland Clinic

  • Providers , 
  • Digital
Quick follow-up to our post about the Epic-eClinicalWorks deal: Today…

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Change in tactics or change of heart? Speculations on the eClinicalWorks–Epic interoperability announcement

  • Providers , 
  • Digital
Epic is famous for its intense focus on interoperability across its ow…

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Metrics alone will not unleash the market: Porter and Lee ignore the demand side to the peril of their proposed strategy

  • Providers
Summary Michael Porter and Thomas Lee have articulated a strategy for…

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Quiet after the storm: Is there an emerging competitive equilibrium in Ohio?

  • Providers
Summary In August and early September, several Ohio provider systems …

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Strategic “crowd-out” via narrow networks: an emerging case study in Wisconsin

  • Payers , 
  • Providers
Last week, I argued that, if payers want to secure competitive advanta…

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ACO proliferation and provider “all-payer” care models inexorably lead to tighter network strategies

  • Payers , 
  • Providers
A new study in JAMA (by McWilliams et al.) looks at the Medicare expen…

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Making flanks something for the enemy to worry about: the Cleveland Clinic-Promedica deal and the emerging battle for northern Ohio

  • Payers , 
  • Providers
Summary Earlier this year, Catholic Health Partners, the largest prov…

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Could the Employer Mandate lead to reduced coverage?

  • Payers
When it comes to employee benefits, employers need to be generous eith…

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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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