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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

Payment reform: some observations on skepticism

  • Payers
There have been some blog posts (here and here) about a discussion on …

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Franchising specialties: model for breaking down geographic barriers to competition?

  • Providers
Summary Geographic barriers to provider competition are a headache fo…

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The ASO escape hatch for small group: California says “not so fast”

  • Payers
Next week, the California insurance commissioner will propose legislat…

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Home health’s LHC Group decoupling from the stock market: where is it going next?

  • Providers
The PE firm TPG is reportedly considering investing in LHC, a publicly…

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Lumeris, NaviNet and the emerging battle for cloud-based ACO enablement

  • Payers , 
  • Providers
Summary Administrative clearinghouse NaviNet has been acquired by 3 B…

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Compete by creating more competitors: the Heartland Health deal and Aetna’s strategic jiu jitsu

  • Payers , 
  • Providers
Yesterday, Aetna announced a deal with Heartland Health (an integrated…

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Aetna and Best Buy: a new twist on retail in healthcare

  • Payers , 
  • Providers
Aetna has struck a deal with Best Buy to sell four online coaching pro…

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“Savings illusion” can become savings reality in the long haul: baby boomers to the rescue

  • Payers , 
  • Providers
A recent article in the NEJM argues that cost savings from quality imp…

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Bubble in acquisition pricing of Medicare Advantage lives?

  • Payers
Several recent acquisitions suggest a rapidly growing valuation on Med…

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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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