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.

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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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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The Blues system and PHIXs: not standardizing on a single utility

  • Payers
BCBSMN has licensed the platform for its private health insurance exch…

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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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Private health insurance exchanges and defined contribution: thoughts on Wellpoint’s acquisition of Bloom Health

  • Payers
Why would a health plan want to buy an exchange? Isn’t the only syner…

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Did Wellpoint overpay for Caremore? No….not yet anyway

  • Payers , 
  • Providers
Summary Wellpoint probably paid full value for Caremore (if that comp…

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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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