Tag: Amazon

Recon takes an analytical look behind select developments in healthcare

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

Back in 2018, I offered a speculation about what Amazon might do in healthcare as part of its now defunct joint venture with JPMorgan and Berkshire Hathaway.   The focus was on doing what Amazon is remarkably good at: creating simple, consumer-friendly, transparent and highly liquid markets.   Here was my suggested Step 1: “[T]here are several classes of healthcare that many patients are ready to shop for (and payers have been trying to get them to shop for): minor acute care (sniffles and coughs to simple fractures), basic diagnostic

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What’s so special about One Medical in the eyes of Amazon? A few quick thoughts

There isn’t a bricks-and-mortar primary care acquisition out there that is beyond Amazon’s financial reach.  While the announcement regarding One Medical has provoked fresh rounds of speculation about what Amazon might do broadly in primary care (e.g., push Pillpack),[1] our interest here is in why Amazon seems to think One Medical specifically is the right move right now.  Below are some quick thoughts:  Compatible business models One Medical’s legacy commercial business and Amazon (Prime) both operate a fixed annual membership fee plus charge-per-transaction business model.  The membership fee provides customers

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