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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

We are back and catching-up: An opinionated take on NEJM highlights for Sep, Oct, and Nov 2020

  • NEJM
Small but real progress in ALS: Despite enormous public attention and …

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How does OptumCare manage its physician staffing once the big deals are done?

  • Providers
OptumCare’s acquisitions usually make headlines.  But what happens whe…

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A tale of two cities: Referral networks of orthopedic surgeons in Miami and Seattle

  • Providers , 
  • Digital
Summary: We conducted a comparative analysis of the referral networks …

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An ADC renaissance: a resurgence of antibody drug conjugates for cancer

  • Biopharma
PDF:  An ADC renaissance: a resurgence of antibody drug conjugates for…

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A slow summer: An opinionated take on NEJM highlights for August 2020

  • NEJM
A cheap, low tech intervention for a common Achilles’ heel When I am o…

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An opinionated take on NEJM highlights for July 2020

  • NEJM
Stunting and the microbiome Stunting (low growth for age) affects >…

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Covid, medical education, and a bit of RNAi: An opinionated take on NEJM highlights for June 2020

  • NEJM
What’s your blood type? The first report of a genome wide association…

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AI in healthcare III: COVID-19 applications and implications

  • Biopharma , 
  • Payers , 
  • Providers , 
  • Medtech , 
  • Digital , 
COVID-19 has accelerated the adoption of AI in healthcare. AI based to…

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Covid, iPSCs, and ADCs: An opinionated take on NEJM highlights for May 2020

  • NEJM
Remdesivir works… but not enough to change the public health perspecti…

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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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