Ready for Your Customers to Tear Down Some Walls—and Build Others?

Posted by Paul Darling on Wed, Apr 25, 2018

The walls are coming down throughout the healthcare ecosystem as cross-industry M&A activity continues. From Walmart’s interest in Humana to Cigna’s push for Express Scripts, vertical integration is pairing up pharmacies, payers and PBMs. Healthcare sectors once separated by rigid corporate HQs now will be separated by the flimsy, pushpin-filled walls of office cubicles. Such deals abound across the healthcare landscape, and in corporate America, too, where companies—many of which already act as their own payers—are teaming up with providers to offer in-house healthcare options to employees.


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The CVS/Aetna Effect: How Pharma Can Prepare for Change

Posted by Paul Darling on Thu, Dec 21, 2017

CVS Health’s proposed purchase of Aetna and UnitedHealth Group’s plan to buy DaVita’s primary care units could bring a sea change for healthcare delivery. They are two examples of the corporatization of healthcare delivery and the broader evolution of the healthcare landscape that’s currently under way. In addition to securing the position of immediate care facilities and pharmacies as first-line healthcare providers—which is expected to continue to reframe the healthcare delivery model as we know it—these deals would affect all corners of the healthcare ecosystem in areas from data and analytics to drug pricing and pharmaceutical customer influence.


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A Tale of Two Cities: How Planned Hospital Consolidations in Atlanta and Chicago Epitomize U.S. Healthcare Ecosystems in Flux

Posted by Paul Darling on Wed, Jan 27, 2016

December’s news about planned hospital consolidations in Atlanta and Chicago is a reminder of how local healthcare ecosystems are changing in different ways and at different paces. In Atlanta, the year’s steady drumbeat of hospital consolidation news culminated in WellStar Health System’s announced acquisition of Tenet Healthcare’s five regional hospitals. At the same time, healthcare players in Chicago were reeling from the news that the FTC plans to block the merger of Advocate Health Care and NorthShore University HealthSystem, which would have formed one of the nation’s largest hospital systems.  


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