Will COVID-19 affect the relationship between mega-payers and pharma companies?

Posted by Suman Sen on Thu, May 07, 2020

Nitin Jain and Matt Ruple co-authored this post with Suman Sen.

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The past few years have brought tremendous change to the healthcare landscape, largely driven by a pursuit to increase scale, contain costs and exert decision-making control. The trends highlighted in this blog post, along with ideas for how pharma companies need to respond, were already strong before the COVID-19 outbreak. The changes to the life sciences landscape will continue to accelerate as the pandemic creates additional pressures.


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The CVS/Aetna Merger Got the Greenlight, but Pharma Is Stuck at an Imaginary Red

Posted by Paul Darling on Mon, Oct 15, 2018

CVS Health and Aetna. Cigna and Express Scripts. Amazon, Berkshire Hathaway and JPMorgan Chase. Each one of these deals is evidence that corporate America will continue to march into the medical arena, uniting once-distinct healthcare enterprises under one roof. While the long-held divisions between U.S. healthcare stakeholders may be getting hazy, the aim is clear: to deliver convenient, high-quality care to consumers at a lower cost.


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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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Is ‘BerkshAmazMorgan’ Testing a Cure for What Ails US Healthcare?

Posted by Pratap Khedkar on Thu, Mar 29, 2018

Paul Darling co-wrote this blog post with Pratap Khedkar.

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

The U.S. healthcare system is broken. Most healthcare stakeholders now are willing to admit that, and many are actively trying to fix it—or at least starting to talk about what it would take to do so. Many of the recent consolidations and vertical integrations are the involved parties’ attempts at solving for links in the healthcare chain that they previously had no access to, or influence over. Now three giants from corporate America are looking to wade deeper into healthcare delivery to see if they can make some fixes for their employees—and for themselves.


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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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