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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

XL Health in play: what do the three suitors see?

  • Payers
UPDATE: United buys XL Health! Here's what we surmised in the origin…

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Emerging Unintended Consequences of Health Care Reform

  • Payers , 
  • Providers
In complex system, even small changes can have big, unexpected consequ…

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The CIGNA-Healthspring deal: local share key to top-line synergies but still missing from the equation

  • Payers , 
  • Providers
Summary Provider discounts are a key priority for national accounts –…

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Six strategic choices made by CMS in the final ACO rules

  • Payers , 
  • Providers
1. The final ACO rules largely maintain the demanding economic paramet…

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Narrow networks: adoption growing among smaller groups

  • Payers , 
  • Providers
Kaiser’s latest employer benefits survey offers some interesting data …

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Private health insurance exchanges and defined contribution: thoughts on Wellpoint’s acquisition of Bloom Health

  • Payers
Why would a health plan want to buy an exchange? Isn’t the only syner…

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The Steward-Tufts deal and the looming threat of provider-led narrow network insurance

  • Payers , 
  • Providers
The Stewards-Tufts deal announced today will create a narrow network i…

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A gradual roll-out of ACOs will minimize disruption and resistance

  • Payers , 
  • Providers
Part of the theory of ACO value creation is trading off more primary c…

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Upping in ante in Pittsburgh: the health information exchange arms race

  • Payers , 
  • Providers
A few weeks ago, UPMC announced an agreement among nine area systems t…

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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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