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.


>
Read More

What Pharma Needs to Know About Local Healthcare Markets

Posted by Paul Darling on Fri, Dec 16, 2016


The “shop local” movement has been a mainstay in the U.S. healthcare marketplace for ages. Patients travel fewer than 30 miles for the majority of their care, which means that healthcare is consumed in local markets, each with unique characteristics, almost like small provinces. Providers are increasingly acknowledging this trend, as evidenced by the recent M&A activity of provider systems across the country. Given the pace of change, it seems that this topic warrants a closer look.  


>
Read More

Despite the FTC’s Objections, a Mega-Provider Healthcare System Could Be on the Horizon

Posted by Paul Darling on Wed, Aug 03, 2016

The current U.S. healthcare climate seems to produce a significant announcement each week of a hospital merger or acquisition. In fact, more than 100 provider mergers are anticipated for 2016. Amidst all of this M&A activity, the Federal Trade Commission (FTC) has been issuing and winning antitrust challenges for many of the larger provider M&As. Until recently, the FTC has been undefeated in all of the cases that it has challenged.


>
Read More

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.  


>
Read More