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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

Blue Shield of California’s unilateral profit cap: competitive gambit or PR move?

  • Payers
Summary: Blue Shield of California (BSC) has committed to keeping pro…

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Employer opt-out as a result of reform: survey vs. model

  • Payers
Yesterday, McKinsey released a report suggesting that 30% of employers…

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Rapid shift to “bare bones” coverage among Massachusetts small employers: preview of Federal reform impact?

  • Payers
Summary Massachusetts small group went from an average actuarial valu…

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Rise of self-insurance in smaller groups: opportunity and threat

  • Payers
Summary  Self-insurance is growing among smaller groups (includi…

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Major health plan Q1 earnings: Profit surprise in commercial risk; multiple reasons why business prospects look good

  • Payers
Public health insurers startled the market with earnings ~25% above co…

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ACO profitability: Reasons for optimism

  • Payers
Summary A new article in the NEJM suggests ACO economics will be unat…

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Primary care capacity and the looming Medicaid surge: Medicaid-focused providers must be part of the answer

  • Payers , 
  • Providers
Summary A new study from Center for Studying Health System Change su…

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Revolution in Roanoke? Perspectives on the Aetna-Carilion deal

  • Payers , 
  • Providers
Summary  The line between health plan and provider continues to …

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How can a health plan weather the MLR hit to profitability? Some clues from Coventry

  • Payers
Summary Health plan profits will be down dramatically in 2011 due to …

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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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