Jun 1, 2016
Healthcare IT, Healthcare Newsletter, Market Update, Newsletter, Report, Trends 0 Comments
History has shown us that technology can travel borders and cultures seamlessly and with ease. Healthcare technology should be no exception as long as governments don’t get in the way.
Apr 29, 2016
Healthcare IT, Healthcare Newsletter 0 Comments
In the dynamic world of healthcare, the sheer magnitude of innovations and the capital behind actualizing the vision of our entrepreneurs is enough to keep us fully occupied. We continue to see significant activity in the areas of value based reimbursement, consumerism, mobility and informatics. These technologies aim for the double play of increasing quality while reducing costs. At the same time, we see a Black Swan lurking in the background which is not getting the attention it deserves. Clinical Quality Language (CQL) will spur the creation of a whole new set of players and may propel our industry to a new level of automation and efficiency.
Mar 31, 2016
Healthcare IT, Healthcare Newsletter, Newsletter 0 Comments
A few weeks ago, like many of our colleagues in our industry, we put on our comfortable shoes and trotted along the long aisles of the exhibit halls at HIMSS in Las Vegas. We visited many booths, and talked to multiple vendors, regulators and clients. Here are a few of our key takeaways.
Dec 16, 2015
Healthcare Newsletter 0 Comments
This week, we published our latest market update on the Healthcare Information Technology (“HIT”) sector. You can read it here. We observe that the answer to the question: Why do Innovations matter? – is that the best ones advance humanity and enhance the quality of our lives. Further, we observe that innovations essentially fall into one of two categories – we like to call them ‘disruptive’ vs. ‘breakthrough’ innovations. Disruptive innovations use new methods or technologies to disrupt an existing process or product. Email, wireless telephony and robotic manufacturing are good examples of disruptive innovations. These innovations wring out inefficiencies…
Jul 21, 2015
Healthcare Newsletter, Newsletter 0 Comments
There are many reasons companies engage in M&A activity. Achieving revenue or cost synergies usually tops the list. But more and more we are seeing companies use M&A to transform their business all together. In the case of Aetna’s $37 billion acquisition of Humana, the financial reasons are obvious. The combination creates a company with revenues of $115 billion and over $3.0 billion of cash flow; with a goal of generating $1.2 billion of synergies by 2018. Together the companies will create the second largest managed care company by revenue and bringing together Humana’s growing Medicare Advantage business with Aetna’s…