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.

While we wait for our shot(s); an opinionated take on NEJM highlights for January 2021

  • NEJM
Incremental progress in the fight to treat heart failure After a decad…

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Full-service vs. self-service: an emerging bifurcation in healthcare

  • Providers
A clinical vignette: the cases of Jane and Joe Imagine if you will tw…

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We may figure out cancer before we figure out the healthcare system: an opinionated take on NEJM highlights for November 2016

  • NEJM
“My name is T-Cell…, James T-Cell” Immune T-cells are licensed to kill…

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An ad page in the NEJM and the future of cancer care

  • Providers , 
  • NEJM
I am not sure how many docs continue to do this, but I still read the …

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The many ways in which decreasing volatility in individual health care utilization is valuable

  • Providers
It is a long-standing hypothesis shared by many providers that communi…

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NEJM Highlights April 2016: Value and values: RBRVS, ACA and readmissions, E-cigs

  • NEJM
RBRVS: an acronym we ought to think more about RBRVS stands for the Re…

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NEJM Highlights March 2016: Getting value for money in healthcare, Zika bad news, linking the microbiome to the metabolic syndrome

  • NEJM
Could Uber happen to healthcare? A Perspective article that points ou…

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NEJM Highlights November 2015: systems biology, RSV progress, a first in diabetes, hypertension goals, the case of Maryland

  • NEJM
Systems biology finally gets real: an unexpected use for a diabetes dr…

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Working paper: the coming age of algorithmic medicine

  • Payers , 
  • Providers , 
  • Digital , 
Summary In this working paper, we develop the following thesis. In the…

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Comparing the emerging national networks of Cleveland Clinic and Mayo Clinic

  • Providers
The build-out of the Cleveland Clinic and Mayo branded networks contin…

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Ochsner and River Parishes: one type of endgame for managing redundant hospital capacity (updated)

  • Providers
Please see update at end of post. If value-based care broadly delivers…

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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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Apple HealthKit, provider partnerships and walled gardens: three observations

  • Providers , 
  • Digital
A number of observers have noted that the Apple’s partnership with Epi…

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Bring it on: Highmark brings in a long-distance ally to help compete vs. UPMC in cancer care

  • Providers
Summary Allegheny Health Network (AHN), the major delivery system in …

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Change in tactics or change of heart? Speculations on the eClinicalWorks–Epic interoperability announcement

  • Providers , 
  • Digital
Epic is famous for its intense focus on interoperability across its ow…

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Metrics alone will not unleash the market: Porter and Lee ignore the demand side to the peril of their proposed strategy

  • Providers
Summary Michael Porter and Thomas Lee have articulated a strategy for…

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Quiet after the storm: Is there an emerging competitive equilibrium in Ohio?

  • Providers
Summary In August and early September, several Ohio provider systems …

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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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Making flanks something for the enemy to worry about: the Cleveland Clinic-Promedica deal and the emerging battle for northern Ohio

  • Payers , 
  • Providers
Summary Earlier this year, Catholic Health Partners, the largest prov…

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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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Cleveland Clinic’s bold land grab in care improvement: the Community Health Systems deal

  • Providers
Summary The deal locks in an option for Cleveland Clinic to grow its …

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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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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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