Healthcare Industry Investors see Value in Owning Consumer Relationship

Posted by Jacob Golbitz

Aug 28, 2015 7:18:00 PM

On Monday the New York Times published a piece speculating on the next set of Unicorns, i.e., venture-backed start ups valued at $1 billion or more. An independent research firm developed the list using a proprietary "algorithm" to forecast their valuation. Not surprisingly, the list is dominated by technology companies, but a health care provider — One Medical Group — made the cut.

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Topics: Competitive Intelligence, Brand Insights, Innovation, Market Analysis, New Market Entry, Pharma, Healthcare, Industry Convergence, Life Sciences, Competitive Strategy

The Post Office’s Business Transformation Strategy: Return to Sender

Posted by Nathaniel Emmons

Aug 27, 2015 3:35:00 PM

As a recent Wall Street Journal article reported, the U.S. Postal Service (USPS) is embarking on a new business strategy and entering the same-day delivery industry. The USPS is ill-equipped to effectively execute on this new competitive strategy and compete in the highly innovative same-day delivery industry. To see why this competitive strategy is ill-conceived, we must examine four key factors.

First, what inherent advantages does the USPS have that will enable it to succeed in the same day delivery market? The USPS has an expansive distribution channel, numerous physical locations, and a sophisticated delivery infrastructure throughout the country. For example, the USPS has 31,662 retail offices nationwide and 211,264 delivery vehicles at its disposal. Clearly, the USPS has the resources to succeed in the same-day delivery industry.

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Topics: Competitive Intelligence, Value Chain Analysis, Brand Insights, Innovation, Market Analysis, Scenario Analysis, Competitive Strategy

Burger King and McDonalds May Make Peace but Could Lose War

Posted by Leonard Fuld

Aug 26, 2015 9:17:00 PM

I practically choked on my breakfast this morning when I read the headline: Burger King challenges McDonalds to combine their flagship burger products into a McWhopper, for one day in honor of Peace Day on September 21.

First of all, what will a mongrel product that looks like a very unhealthy food pyramid (Don’t waste your breath Michele Obama) do for world peace? How irrelevant and self-centered!  As if world anything revolves around burgers.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Fuld + Company, Innovation, Fuld, Leonard, Competitive Strategy

Failing in a One-Screen World

Posted by Leonard Fuld

Aug 26, 2015 5:25:00 PM

An interview and discussion with Ken Freeman, former CEO at Corning

This is a story of Corning, a company that was once (invented the glass for cathode ray tubes), and still is (invented the glass used in liquid crystal displays), the king of screens. It is also a story of a king that almost lost his crown were it not for one very intuitive and brave young CEO. The lessons he learned are valuable today.

Today we live in a world filled with every type of video screen. Laptops. Flat panels. Smartphones. Tablets. Smartwatches. Sitting, standing or on the go, we watch these screens opportunistically, according to a recent Deloitte survey. Whichever screen is available at the moment is the one we pull out of our pocket or purse. It could be Apple, Samsung, HTC or Amazon. Today, Corning is a leading global supplier of liquid crystal glass for screens large and small.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Fuld + Company, Innovation, Fuld, Leonard, Competitive Strategy

Climate Change Proposals Highlight Need for Scenario Planning

Posted by Robert Flynn

Aug 20, 2015 7:47:00 PM

President Obama this week unveiled his plan to cut nationwide carbon dioxide emissions 32 percent by 2030 from 2005 levels. The plan, an attempt to galvanize other countries to achieve a global climate treaty in the short term and to establish the President’s legacy for the long term, has been lauded by some and criticized by others. Despite the President's firm goals, given the opposing applause and uproar, the success of his plan and the impact to the nation's business environment remain hazy.

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Topics: Competitive Intelligence, Manufacturing/Industrial, Scenario Analysis, Competitive Strategy

Turning Managed Care Into Engaged Care Increases Value

Posted by Jacob Golbitz

Aug 20, 2015 7:46:00 PM

Within three weeks of Aetna’s agreement to acquire Humana for $37 billion, Anthem announced its agreement to purchase Cigna for $54.2 billion. If both of these deals go through, the number of major health insurance carriers in the U.S. will drop from five to three: Aetna, Anthem and UnitedHealth Group.

As Fuld + Co.’s SVP Diane Borska pointed out, “merger mania” is often driven by an innate sense among executives that larger companies with deeper resources will be better able to navigate a changing, dynamic market than smaller competitors; i.e., bigger is better.

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Topics: Competitive Intelligence, Brand Insights, Innovation, Market Analysis, New Market Entry, Pharma, Healthcare, Industry Convergence, Life Sciences, Competitive Strategy

Sell-Offs and Mergers and Trades, Oh My!

Posted by Bruce Chin

Aug 18, 2015 4:44:41 PM

Current Trends in Big Pharma and What It Says About the Market

After unprecedented M&A activity in the last 20 years in Big Pharma, the trend of devolution isn’t just a topic that became popularised in Scotland. The pharmaceutical industry seems to be experiencing a similar trend. From the spin-off of AbbVie from Abbott in 2012 to Baxter’s specialised medicines spin-off, Baxalta, last month, the trend seems to be continuing. It continues with the swap of Novartis’s non-influenza vaccines business for the bulk of GSK’s oncology portfolio.

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Topics: Competitive Intelligence, Market Analysis, Medical Devices, Pharma, Healthcare, Industry Convergence, Life Cycle Management, Life Sciences, Merger and Acquisition, Product Positioning, Competitive Strategy

Amazon Redefines the Grocery Store; the Industry Should Pay Attention

Posted by Robert Flynn

Aug 12, 2015 7:14:10 PM

As a youth, back before mobile phones and customer segmentation, I earned my allowance delivering orders to local customers, from the Mountain Heights corner store, a neighborhood grocery in New Haven, Connecticut. In those days, loyal customers – mostly elderly and all within a few blocks – would use the telephone to place an order for the usual array of soaps, cosmetics, and paper products. I’d earn a half dollar for my efforts. Mountain Heights had its corner of the city, while other grocers serviced their allotted section of the city. An idyllic setting.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, Scenario Analysis, Product Positioning, Competitive Strategy

Biosimilar Infliximab - What's All the Excitement About?

Posted by Adi Reske

Aug 11, 2015 4:05:24 PM

When in April this year the FDA accepted Celltrion’s filing for Remsima, the biosimilar Infliximab, patients and healthcare professionals in the United States were excited by the potential of a cheaper alternative to the expensive Remicade, an FDA approved tumor necrosis factor (TNF)-alpha inhibitor for the treatment of rheumatoid arthritis (RA), ankylosing spondylitis (AS), psoriasis, Crohn's disease (CD), and ulcerative colitis (UC) . However, a couple of weeks before the anticipated advisory committee, the FDA postponed discussions for an unknown date, requesting more information from Celltrion. Meanwhile, the excitement died down.

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Topics: Competitive Intelligence, Market Analysis, Medical Devices, Pharma, Healthcare, Life Cycle Management, Life Sciences, Product Positioning, Competitive Strategy

What an Eight-Dollar Juice Can Tell Us About Competitive Strategy

Posted by Ken Sawka

Aug 6, 2015 2:54:00 PM

I bought a smoothie from a food truck today and found it to be a unique and highly rewarding experience. Now, you may be saying to yourself, “did Ken just wake up from a 20-year nap? Smoothies and food trucks aren’t exactly the latest craze, especially in Boston, where food trucks and smoothies are about as ubiquitous as Dunkin Donuts.” (OK, maybe not quite)

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Market Analysis, Competitive Strategy

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