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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.
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NEJM opinion
The New England Journal of Medicine

An opinionated take on NEJM highlights for the third quarter of 2023

  • NEJM
How the US taxpayer saved 25M+ people A short piece celebrating the 20…

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The New England Journal of Medicine

An opinionated take on NEJM highlights for the second quarter of 2023

  • NEJM
Preparing for the next pandemic: don’t waste the value of waste During…

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Trends and strategy in oncology development

  • Biopharma
PDF: Trends and strategy in oncology development Summary We review a s…

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The New England Journal of Medicine

An opinionated take on NEJM highlights for the first quarter of 2023

  • NEJM
Hypertension?! Antihypertensive drugs are so 80s and 90s (well, except…

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Is the future of US pharma manufacturing domestic?

  • Biopharma
View the PDF here. The supply chain of pharmaceuticals consumed in the…

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Can BiTEs take a bite out of CAR-Ts in hematologic cancers?

  • Biopharma
Download a PDF of this article here. Hematologic cancers account for ~…

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The New England Journal of Medicine

An opinionated take on NEJM highlights for December 2022

  • NEJM
An unusual article on road safety Motor vehicle accidents are a major …

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The New England Journal of Medicine

Hearts and souls: An opinionated take on NEJM highlights for October and November 2022

  • NEJM
A psychedelic for refractory depression While major depression is awfu…

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Amazon becomes a shopping facilitator for healthcare services (finally…)

Back in 2018, I offered a speculation about what Amazon might do in he…

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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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