Jan 2026 Survivorship Is Expanding Cancer Care — How Are Oncology Providers Responding? By Megna Srinivasan, Jason Brauner, and Tory Wolff Providers , Digital Survivorship care is increasingly pivotal to cancer care delivery and … Read more
Mar 2025 Keys to harnessing the value of digital biomarkers in clinical trials By Lilian Zhang and Nikhil Bhojwani Biopharma , Medtech , Digital , For years, digital biomarkers have seemed like a promising way to tran… Read more
Oct 2024 Artificial Intelligence for Pipeline Discovery and Beyond By Sarah Dolman Biopharma , Digital , The biopharma industry is known for its high risk and potential high r… Read more
Sep 2024 Can doulas help with our maternal health crisis? Promises and obstacles to impact By Phiona Nabagereka and Lilian Zhang Digital , This post, by a high school senior who spent the summer with Recon Str… Read more
Aug 2024 A Kaplan-Meier view of oncology development By Lilian Zhang, Jason Brauner, and Marc Herant Biopharma , Digital , We refresh a prior analysis of two cohorts of oncology development pro… Read more
Nov 2022 Amazon becomes a shopping facilitator for healthcare services (finally…) By Tory Wolff Back in 2018, I offered a speculation about what Amazon might do in he… Read more
Jul 2022 What’s so special about One Medical in the eyes of Amazon? A few quick thoughts By Tory Wolff and Thomas Uhler Providers , Digital , There isn’t a bricks-and-mortar primary care acquisition out there tha… Read more
Jun 2022 Advances in AI for Health in 2021: An Analysis of the Clinicaltrials.gov Registry By Irina Ahmad Digital , The role of artificial intelligence (AI) and machine learning (ML) in … Read more
Oct 2021 The Puzzling Future of Healthcare By Nikhil Bhojwani Biopharma , Providers , Digital , This post is from a talk at the 2021 Link Ventures CEO summit. Origin… Read more
May 2021 Clinicaltrials.gov and AI-related studies: a brief status check in April 2021 By Marc Herant Digital , Healthcare is by nature conservative; despite a huge level of interest… Read more
Feb 2021 Walmart Health: Will the fifth attempt at clinics be the charm? By Tory Wolff and Anja Schempf Providers , Eighteen months ago, WMT opened its first Walmart Health clinic attach… Read more
Oct 2020 A tale of two cities: Referral networks of orthopedic surgeons in Miami and Seattle By Max Holle Providers , Digital Summary: We conducted a comparative analysis of the referral networks … Read more
Jun 2020 AI in healthcare III: COVID-19 applications and implications By Sophie Ranen and Nikhil Bhojwani Biopharma , Payers , Providers , Medtech , Digital , COVID-19 has accelerated the adoption of AI in healthcare. AI based to… Read more
Apr 2020 Strategy in the Time of Covid By Nikhil Bhojwani Biopharma , Payers , Providers , Medtech , Digital , Preamble A recent post from Recon Strategy outlined the longer-term st… Read more
Apr 2020 The day after: Implications for hospitals, payers, biotech and more… By Nikhil Bhojwani Biopharma , Payers , Providers , Medtech , Digital Even as our priority today is dealing with the Covid crisis, healthcar… Read more
Jul 2019 Choosing your customers wisely: are hospitals the right place to engineer the future of healthcare (and the software services to support it)? By Tory Wolff Providers , Digital MSFT’s pathbreaking alliances in healthcare services are impressive an… Read more
May 2019 Amazon to startups: stay close to the consumer and let us own the platforms By Sophie Ranen Digital , Amazon’s healthcare play appears to be heavily focused on platforms ra… Read more
Feb 2019 There’s always a bigger fish: healthcare services giants are looking anxiously over their shoulders By Sophie Ranen Payers , Providers , Digital , With the closing of the CVS/AET and CI/ESRX combinations, healthcare s… Read more
Nov 2018 New class of therapeutics calls for new regulations: thoughts on the FDA’s new process for regulating digiceuticals By Tess Niewood Medtech , Digital Interest and investment in digital health has increased rapidly in rec… Read more
Apr 2018 Consider this speculative scenario on WMT-HUM: nibbling at the bottom and taking a slice off the top of the healthcare delivery pyramid By Tory Wolff Payers , Providers , WMT is in talks with HUM about a relationship enhancement, possibly an… Read more
Mar 2018 Google’s health insurance apprenticeship: some unicorns (maybe) but no masterpieces By Tory Wolff Payers , Digital , Last month, word got out that Verily is in talks with health plans to … Read more
Mar 2018 Amazon offering health insurance: a potential mistake By Tory Wolff 35%+ of consumers who purchased on Amazon over a 30-day period say the… Read more
Feb 2018 Consider this speculative Amazon scenario in your strategic planning By Tory Wolff Payers , Providers , Amazon has many puzzled about its plans for healthcare. Arguably, Amaz… Read more
Apr 2017 Urgent care gets drawn into system-level market share battles in the Big Apple By Tory Wolff Providers , Warburg Pincus, the new majority owners of CityMD, a 68 site urgent ca… Read more
Aug 2016 Rapid cycling to get medications right: a potential use case for coupling wireless patient monitoring with remote support? By Tory Wolff Providers , Digital , Summary Cheap home devices are starting to generate a flood of high f… Read more
Jun 2016 Attacking an oligopoly by integrating downstream services: Can Livongo’s closed loop get traction vs. the big glucometer incumbents? By Tory Wolff Medtech , Digital , Summary Livongo is marrying a cellular-enabled glucometer and a data … Read more
May 2016 When is a patient not a patient? More often than you think By Alex Brown Medtech , Digital , I have been conducting an informal test for the past year and a half. … Read more
Apr 2016 Context is King – When to use an Agile corporate strategy? By Alex Brown Biopharma , Payers , Providers , Digital , “Agile corporate strategy” (as defined in a previous post) is already … Read more
Apr 2016 Sustainable Agility – Activity Systems for the Agile Competitor By Alex Brown Digital , The dirty little secret of the booming agile training and coaching ind… Read more
Apr 2016 Enterprise Agility as Corporate Strategy By Alex Brown Digital , In a previous post, I explored Maxwell Health as an example of agile p… Read more
Feb 2016 The Walgreens-Advocate deal: end of urgent care’s strategic neutrality in Chicago? By Tory Wolff Providers , This past January, Walgreens assigned operational control of 56 in-sto… Read more
Dec 2015 Emails substituting for visits: Evidence points to “yes” but providers need to answer a lot of emails to replace a single visit By Tory Wolff Providers , Digital , Earlier this month, researchers released a study of patient-initiated … Read more
Dec 2015 Maxwell Health and Agile Healthcare Strategy By Alex Brown Digital , Maxwell Health LLC is a rapidly growing company that offers a platform… Read more
Oct 2015 Convenience care, telemedicine and breaking down barriers to geographic competition – a speculation By Tory Wolff Providers , Digital A few problems Geographic barriers to the entry have long protected pr… Read more
Oct 2015 Working paper: the coming age of algorithmic medicine By Marc Herant Payers , Providers , Digital , Summary In this working paper, we develop the following thesis. In the… Read more
Sep 2015 Can convenience care be a platform for an insurance product? By Tory Wolff Payers , Providers , Summary A Portland-based urgent care operator is launching a health p… Read more
Nov 2014 Shifting lines in the mobile health competitive battlefield: Aetna makes a strategic retreat while United digs in? By Tory Wolff Payers , Digital The battle to own healthcare’s consumer relationship is being nowhere … Read more
Jun 2014 Apple HealthKit, provider partnerships and walled gardens: three observations By Tory Wolff Providers , Digital A number of observers have noted that the Apple’s partnership with Epi… Read more
May 2014 Boiling the Ocean…or not By Nikhil Bhojwani Payers , Providers , Digital , We've all heard the term, "Boiling the Ocean" to refer to an approach … Read more
Nov 2013 Cigna and Samsung: assembling a “global account”-based business model for mobile By Tory Wolff Payers , Digital Samsung and Cigna have agreed to a multi-year development alliance for… Read more
Oct 2013 Declining value of the EMR walled garden? An emerging signpost from Cleveland Clinic By Tory Wolff Providers , Digital Quick follow-up to our post about the Epic-eClinicalWorks deal: Today… Read more
Oct 2013 Change in tactics or change of heart? Speculations on the eClinicalWorks–Epic interoperability announcement By Tory Wolff Providers , Digital Epic is famous for its intense focus on interoperability across its ow… Read more
Aug 2012 Deploying analytics in a healthcare world flooded with data By Jay Chyung Digital , We live in a society with too much data. In the field of market resear… Read more
