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.

Two steps forward, one step back: an opinionated take on NEJM highlights for January 2018

  • NEJM
Playing chess against cancer Tumors are not intelligent, but, because …

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A population health approach to value-based drug pricing

  • Biopharma , 
  • Payers
Working Paper   Summary Drug companies are naturally incentivized…

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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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ESRX-MHS Part 2: mail facility speculations (…or: Indulging my Inner SWAGer)

  • Payers
Summary ESRX was running at close to maximum capacity at its mail fa…

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ESRX-MHS Part 1: Last stand of the PBM pure play: observations on the Medco-Express combination

  • Payers
UNH’s decision to take the commercial PBM business in-house did not fo…

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