Insights

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.

An opinionated take on NEJM highlights for September 2018

  • NEJM
Primary care organizations are better ACOs when it comes to achieving …

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NEJM Highlights for July 2016: Bayesians vs. frequentists, PCPs vs. specialists, SGLT-2 vs. GFR

  • NEJM
Adaptive clinical trials slowly coming of age In an adaptive clinical …

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NEJM Highlights for June 2016: Improving care delivery is just plain #%^*! hard

  • NEJM
Disappointing interim results from two ACA experiments Two papers repo…

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So what if PCPs in ACO practices are not paid differently?

  • Providers
In a recent study, Ryan, Shortell, et al analyzed the composition of P…

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NEJM Highlights May 2015: a read on ACO performance, progress in cystic fibrosis treatment, yes developing new drugs is expensive, rethinking industry-medicine relationships, CVS Caremark and smoking cessation

  • NEJM
Early results of the ACO experiment: directionally right, but impact i…

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A sizeable step forward but miles still to go: CMS’ Next Generation ACO model

  • Payers , 
  • Providers
CMS has issued a “Request for Applications” describing its Next Genera…

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Cosgrove moves south: competitive implications of the formation of the Midwest Health Collaborative

  • Providers
A few days ago, Cleveland Clinic announced the formation of the Midwes…

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The “weaponization” of ACO narrow networks: Strategic destabilizers which compel their own replication?

  • Payers , 
  • Providers
In theory, narrow networks built around a single provider or a network…

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Boeing’s model for creating product-based competition among providers

  • Providers
Summary Boeing is creating a benefit design model which sets up provi…

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Can drug companies make drugs, AND money?

  • Biopharma , 
  • Payers
In this morning’s New York Times (June 3,2014), Andrew Ross Sorkin ask…

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Aetna not conceding the private exchange space to the benefits consultants

  • Payers
Summary Aetna is stitching its inventory of ACO deals into a national…

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Strategic “crowd-out” via narrow networks: an emerging case study in Wisconsin

  • Payers , 
  • Providers
Last week, I argued that, if payers want to secure competitive advanta…

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ACO proliferation and provider “all-payer” care models inexorably lead to tighter network strategies

  • Payers , 
  • Providers
A new study in JAMA (by McWilliams et al.) looks at the Medicare expen…

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Ambidextrous strategy: PART 2 – Scenario Implications

  • Payers , 
  • Providers
In our last post we introduced two potential scenarios. "Provider bas…

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Ambidextrous strategy: PART 1 – Payer and provider strategy for two very different worlds

  • Payers , 
  • Providers
It seems like every day there’s some news outlining strategic actions …

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When do you know ACOs are here to stay?

  • Payers , 
  • Providers
Answer:  When they form an industry association! Back in February, a …

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Risk-taking providers in private exchanges: Medica’s “My Plan” private exchange

  • Payers , 
  • Providers
At a TEDMED conference a couple years ago, I had to write some sample …

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Getting the troubled Highmark-West Penn relationship back on track: an outside-in speculation

  • Payers , 
  • Providers
Summary Highmark and the West Penn Allegheny Health System (WPAHS) ar…

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Clear Health Alliance: Debut of the for-profit HIV/AIDS special needs plan

  • Payers
Summary HIV Special Needs Plans (SNPs) offer extra layers of servic…

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Rescuing the condition-focused ACO from CMS

  • Payers , 
  • Providers
Summary The case for an oncology ACO can be compelling but CMS rule…

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Transitioning from patchwork to quilt: NY and PA’s path to integrating HIEs at the state level

  • Payers , 
  • Providers
Last month, NY and PA announced plans for how they will integrate data…

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Heartland Health: Marching towards Kansas City with Mayo on its shoulder

  • Payers , 
  • Providers
Earlier this month, Heartland Health signed a deal with the Mayo Clini…

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Payment reform: some observations on skepticism

  • Payers
There have been some blog posts (here and here) about a discussion on …

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Lumeris, NaviNet and the emerging battle for cloud-based ACO enablement

  • Payers , 
  • Providers
Summary Administrative clearinghouse NaviNet has been acquired by 3 B…

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The CIGNA-Healthspring deal: local share key to top-line synergies but still missing from the equation

  • Payers , 
  • Providers
Summary Provider discounts are a key priority for national accounts –…

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Six strategic choices made by CMS in the final ACO rules

  • Payers , 
  • Providers
1. The final ACO rules largely maintain the demanding economic paramet…

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The Steward-Tufts deal and the looming threat of provider-led narrow network insurance

  • Payers , 
  • Providers
The Stewards-Tufts deal announced today will create a narrow network i…

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A gradual roll-out of ACOs will minimize disruption and resistance

  • Payers , 
  • Providers
Part of the theory of ACO value creation is trading off more primary c…

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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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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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