What’s ‘BerkshAmazMorgan’ Really Capable Of?

Posted by Howard Deutsch on Tue, Feb 20, 2018

Bill Coyle, Paul Darling and Pratap Khedkar co-authored this post with Howard Deutsch.

This is the first post in a two-part series on the recently announced Berkshire Hathaway/Amazon/JPMorgan Chase healthcare venture. 

Look! Out in the distance! What’s that creature that’s destroying everything in its path? Why, it’s the scariest three-headed monster this side of Cerberus! It’s… it’s… it’s BerkshAmazMorgan! Will any of us be safe from this dreaded, rampaging beast?


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Blurred Lines: Can Providers Become Drug Manufacturers?

Posted by Pratap Khedkar on Fri, Jan 26, 2018

Bill Coyle and Paul Darling co-authored this blog post with Pratap Khedkar.

The healthcare world had barely thought through the potential effects of the CVS/Aetna merger when news broke of another deal aiming to blur healthcare’s established business models: Four provider networks announced a nonprofit collaboration to manufacture generic drugs to keep prices down and lessen shortages. Skeptics have already pointed to considerable regulatory and manufacturing hurdles, so let’s focus on strategy and not implementation. If this DIY drug supply does start flowing, will it have its intended impact?


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Two Blocked Payer Mega-Mergers and the Future of the Health Insurance Market

Posted by Paul Darling on Mon, Feb 27, 2017

Just weeks ago, a looming merger between two major health insurance companies threatened to alter the health insurance market’s competitive landscape. The $54 billion deal between Anthem and Cigna was blocked by a federal judge in early February, on the same grounds as a $37 billion deal between Aetna and Humana that was blocked in January. According to the judges’ rulings, both deals would have reduced competition and increased prices.


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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.  


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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.


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