Archive for Author: Marlin & Associates

Jun 15, 2015

Black Swans Are Coming To HIT: A Piece From June’s H.I.T. Greatest Hits

Healthcare Newsletter, Newsletter 0 Comments

We have written extensively about the confluence of advanced technologies and their impact on our healthcare system. Perhaps it is now appropriate to go a step further and think about which high-impact innovations could go beyond our realm of normal expectations and create true Black Swans in our industry. Let’s use a recent article we read about pattern recognition as an example. This article connects the dots between the invention of printing press (a Black Swan for sure) and the discovery of semiconductors, and it goes like this: In 1450, when printing press was invented and people started to read…

Read More

Jun 9, 2015

A Confident Market Is a Strong Market: Commentaries From June’s Market Update

Newsletter 0 Comments

Summer is upon us – with no m&a doldrums in sight. The U.S. dollar value of m&a activity in the first quarter was up more than 20% over the same period in 2014, which itself was a strong year. It continues apace. The value of announced global tech m&a deals through May is at the second-highest level on record. The value of announced global healthcare deals through May is at the highest level on record. Despite turmoil in some parts of the world, U.S. buyers continue to hunt abroad as well as domestically (Dealogic says that the value of U.S.…

Read More

May 12, 2015

It Is a Strong Market But It Is Not Crazy

Newsletter 0 Comments

This month, there were at least a dozen meaningful financings and m&a transactions announced among information technology companies in the areas that we cover. Several of these were at fairly strong valuations. See the list below. It is a strong market but it is not crazy – this is not 1999 redux. Yes, there are those few “unicorns” – those relatively small companies with huge $1 billion+ valuations that the press likes to tout. But unicorns are still rare. Some of those valuations may well be crazy, but for the majority of firms that we see, valuations reasonably reflect solid,…

Read More

Apr 20, 2015

What’s Hot in Healthcare Tech – HIMSS 2015

Healthcare Newsletter 0 Comments

HIMSS started with the eye popping news that IBM acquired two analytics companies in one day. Phytel, a leading Population Health Management company and Explorys, a predictive software company will be incorporated into IBM Watson. Rumors are that IBM paid an aggregate of $750MM for both. IBM is now clearly making a big push into healthcare IT. As part of the acquisition announcement, IBM also created a dedicated business unit – IBM Watson Health (to be headquartered in Boston, MA) – featuring a HIPAA-enabled, open platform Watson Health Cloud. Will other big, diversified technology companies make moves to respond? Analytics clearly…

Read More

Mar 16, 2015

So far, central bankers have saved us while the politicians dithered. Can it continue?

Uncategorized 0 Comments

The attached report is largely positive – and for that we should thank central bankers. Until recently, I didn’t spend a lot of time thinking about them. I believe that we are each responsible for our individual successes. But, a rising tide can lift many boats and lately I have come to see that the tide of the U.S. economy continues to rise in large part because our central bankers took unprecedented steps: buying debt and keeping interest rates low across the yield curve. I’m glad they did, despite former Texas Governor Perry calling it “treasonous” (someone please send him…

Read More

Back to Top