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.

Shifting lines in the mobile health competitive battlefield: Aetna makes a strategic retreat while United digs in?

  • Payers , 
  • Digital
The battle to own healthcare’s consumer relationship is being nowhere …

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Marrying into the right family: the bets underlying United’s revenue cycle management joint venture with Dignity Health

  • Payers , 
  • Providers
Market for outsourced revenue cycle management could be big The revenu…

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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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Towers Watson’s bold move in private insurance exchanges: leapfrog Aon and leave Mercer’s alliance compromised

  • Payers
With its acquisition of Extend Health, Towers Watson has ensured that …

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Bubble in acquisition pricing of Medicare Advantage lives?

  • Payers
Several recent acquisitions suggest a rapidly growing valuation on Med…

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XL Health in play: what do the three suitors see?

  • Payers
UPDATE: United buys XL Health! Here's what we surmised in the origin…

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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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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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Major health plan Q1 earnings: Profit surprise in commercial risk; multiple reasons why business prospects look good

  • Payers
Public health insurers startled the market with earnings ~25% above co…

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