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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

Provider incentives in the commercial ACO: retaining a small share of savings in return for future volme growth

  • Payers , 
  • Providers
Earlier this month, Blue Shield of California announced 2010 results f…

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Partners’ acquisition of Neighborhood Health Plan: reinforcing the role of community health centers in the care continuum

  • Payers , 
  • Providers
Much of the public speculation (for example here and here) regarding t…

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The curious absence of payers in public HIEs

  • Payers
Last week, the National eHealth Collaborative published a study of sus…

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Medicaid going mainstream: thoughts on the IBC / BCBSM / AmeriHealth deal

  • Payers
Historically Blues have shied away from Medicaid. Two thirds of plans …

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ESRX-MHS Part 2: mail facility speculations (…or: Indulging my Inner SWAGer)

  • Payers
Summary ESRX was running at close to maximum capacity at its mail fa…

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ESRX-MHS Part 1: Last stand of the PBM pure play: observations on the Medco-Express combination

  • Payers
UNH’s decision to take the commercial PBM business in-house did not fo…

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Highmark and West Penn: it’s about mitigating consolidation, not transforming the system

  • Payers , 
  • Providers
Highmark will invest up to $475M in the West Penn Allegheny Health Sys…

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Did Wellpoint overpay for Caremore? No….not yet anyway

  • Payers , 
  • Providers
Summary Wellpoint probably paid full value for Caremore (if that comp…

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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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