Archive for Category: Healthcare Newsletter

Apr 30, 2018

AI in Healthcare: Sunny With A Chance Of Thunderstorm. Our May HIT Market Update

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Dear Clients and Friends, Click here to see the full HIT Market Update including Capital Raise and M&A transactions. Artificial Intelligence stands out as a transformational technology of our time. McKinsey projects that AI can create economic value, including profits and efficiencies, of $2.7T by 2040. According to the Economist, companies spent $22B on AI related M&A in 2017; about 26 times more than in 2015. Here are a few ways we see AI improving the productivity of our industry: AI has the potential to dramatically drop the cost of making predictions – We have been crunching EMR and claims…

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Mar 27, 2018

HIMSS 2018: The Not-So-Obvious Takeaways. Our March HIT Market Update

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Dear Clients and Friends, Click here to see the full HIT Market Update including Capital Raise and M&A transactions. Earlier this month, we joined the 45,000 healthcare enthusiasts at HIMSS in Las Vegas. Rather than covering the obvious themes of interoperability, blockchains or the cloud, here are some of our not-so-obvious key takeaways. The tech giants had many representatives who flew undercover – Apple had no booth. Amazon’s booth was not labeled Amazon, but “AWS”, their cloud platform. Google’s messaging was somewhat opaque. Despite the secrecy, these companies appear intent to bring the Silicon Valley innovation culture to healthcare. We…

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Feb 27, 2018

What Does Healthcare Have In Store for 2018 – Part II? Here Are Our Predictions.

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Dear Clients and Friends, Read more from our February 2018 HIT Market Update here. Last month we shared Part I of our predictions for the New Year covering new risk models, EMR as a platform, and blockchains as the new infrastructure. Here is Part II of our outlook for the year. Valuations of mid to late stage companies could see lower altitudes. Even though 2017 was a banner year for digital health funding at a record $5.8 billion, in many ways, it fell short of expectations. There were no IPOs in the digital health space in 2017, and M&A volume…

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Jan 21, 2018

What Does Healthcare Have In Store for 2018? Here Are Our Predictions.

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Dear Clients and Friends, Read more from our January 2018 HIT Market Update here. Once again it is time to try our hand at predicting the trends that will shape the course of the New Year. Here is our Part I. A different approach to risk management will drive the largest partnerships and M&A transactions. The pending CVS/Aetna and Humana/Kindred acquisitions are not about reducing duplicate costs or adding customers to increase scale. They are about the need to offer a more complete service. The argument is that control over value chain will translate into a more efficient organization with…

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Dec 13, 2017

Alexa – What Is The Future of Healthcare M&A? Our December HIT Market Update

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Dear Clients and Friends, Please click here for our December HIT Market Update. Some companies engage in M&A to achieve synergies or diversification, while others aim for growth or to eliminate the competition. History is full of examples of horizontal tie-ups amongst  providers, insurers or pharmaceuticals. In the new era of healthcare, however, M&A is all about survival. Our industry is struggling to find new ways to capture and keep customers before some other new world interlopers – like Amazon or Walmart – find a way to take them away from you. The pending acquisition of Aetna by CVS is a…

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