Healthcare Merger Mania Continues

Posted by Ken Sawka

Jul 29, 2015 4:55:01 PM

Anthem last week agreed to acquire Cigna for $48.3 billion, according to multiple press reports. The deal, if approved, would create the nation’s largest insurer in terms of enrollment, and reduce the number of large health insurers from five to three. Coming on the heels of the announced tie-up of Aetna and Humana – a $37 billion dollar transaction itself – the deal is almost certain to raise antitrust concerns.

AetnaHumanaMerger

The Risks and Drama of Merger Mania - Can We Learn from Experience?
By: Diane Borska

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Topics: Competitive Intelligence, Events, Brand Insights, Market Analysis, Pharma, Healthcare, Industry Convergence, Life Sciences, Merger and Acquisition

Cyber Attacks and War Games: Plan for the Future

Posted by Leonard Fuld

Jul 28, 2015 2:19:12 PM

The crippling of the Wall Street Journal, United Airlines and the New York Stock Exchange web and trading sites earlier this month suggests a coordinated cyber attack. Even if hackers were not involved, all these institutions need to know what to do in case of such an attack. They should all have run what-if scenarios or war games to stress-test their resiliency in advance.

The Journal’s publisher did in fact admit last year (July 2014) that its graphics were hacked (fool me once, shame on you…)

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Topics: Competitive Intelligence, War Games, Market Analysis, Scenario Analysis, Fuld, Leonard

Upcoming Event: Fuld at SIR 45th Annual Conference & Exhibit Fair

Posted by Fuld + Company

Jul 13, 2015 7:10:41 PM

Join us this year at the SIR 45th Annual Conference & Exhibit Fair taking place September 13-16 at The Walt Disney World Swan in Lake Buena Vista, Florida. Members of our diversified team will be at our booth to engage with you, and help you learn what Fuld + Company can do for all your competitive intelligence needs! Be sure to stop by our booth.

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Topics: Competitive Intelligence, Events, Financial Services, Fuld + Company, Innovation, Industry Convergence

Upcoming Event: Fuld at World CDx Boston 2015

Posted by Fuld + Company

Jul 13, 2015 7:07:54 PM

Join us this year at World CDx Boston 2015 taking place September 8-11 at the Hilton Hotel in Boston's Logan Airport. Members of our life sciences team will be at our booth to engage with you, and help you learn what Fuld + Company can do for all your competitive intelligence needs! Be sure to stop by our booth.

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Topics: Competitive Intelligence, Events, Fuld + Company, Innovation, Healthcare, Industry Convergence, Life Sciences

Upcoming Event: Fuld at Pharma CI USA 2015

Posted by Fuld + Company

Jul 13, 2015 7:06:17 PM

Join us this year at Pharma CI USA 2015 taking place September 10-11 at the Hilton Parsippany Hotel in New Jersey. Members of our life sciences team will be at our booth to engage with you, and help you learn what Fuld + Company can do for all your competitive intelligence needs! Be sure to stop by our booth.

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Topics: Competitive Intelligence, Events, Fuld + Company, Innovation, Scenario Analysis, Healthcare, Industry Convergence, Life Sciences

The Risks and Drama of Merger Mania - Can We Learn from Experience?

Posted by Diane Borska

Jul 13, 2015 3:00:00 PM

The announcement of Aetna’s acquisition of rival Humana, triggered a deja vu moment for me. It took me back to my days as a utility industry analyst reviewing the “urge to merge” that overtook that industry beginning in the mid-1990’s. Motivated by a combination of recent and anticipated regulatory changes, rising capital investment requirements, and shareholder earnings growth expectations, merger mania struck the sector. In the ten-year period from 1995 to 2005, there were more than 50 mergers of investor-owned utility companies, most, if not all, predicated on the notion that "Bigger is Better."

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Topics: Competitive Intelligence, Events, Brand Insights, Market Analysis, Pharma, Healthcare, Industry Convergence, Life Sciences, Merger and Acquisition

Fuld + Company Names David Staknis, Ph. D., Senior Vice President for Global Life Sciences Practice

Posted by Fuld + Company

Jul 8, 2015 8:39:00 PM

BOSTON, MA, July 8 2015 — Fuld + Company announced that David Staknis is its new senior vice president and head of the global life sciences practice. David has been with Fuld for more than seven years in both a project manager and director role, and brings a combination of deep life sciences industry experience, strong knowledge of all aspects of Fuld + Company’s services and value, and excellent client relationship management experience.

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Topics: Events, Fuld + Company, Life Sciences

Aetna's Medicare Advantage Bet

Posted by Jacob Golbitz

Jul 8, 2015 8:38:00 PM

Last week Aetna announced its intention to acquire Humana for $37 billion in cash and stock. Reasons given for the acquisition included the usual references to synergy potential, cost savings, and greater financial strength, but also how the acquisition will improve membership positioning and increase government exposure in its covered lives portfolio.

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Topics: Competitive Intelligence, Events, Brand Insights, Market Analysis, Pharma, Healthcare, Industry Convergence, Life Sciences, Merger and Acquisition

Knowing when to reject advice and why

Posted by Leonard Fuld

Jul 1, 2015 2:40:00 PM

An interview and discussion with Michel Darnaud, former President of Boston Scientific

During 2003-2004, the President of Boston Scientific Europe, Michel Darnaud, faced a critical decision: How to successfully roll out a new clot-resistant stent in the European marketplace against a gargantuan competitor with a product already in place. That competitor was Johnson & Johnson.

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Topics: Competitive Intelligence, Consumer Goods, Product Roadmap, Brand Insights, Innovation, Market Analysis, Healthcare, Life Sciences, Product Positioning

Social Media: A Competitive Analysis Resource for Chronic Disease

Posted by Leonard Fuld

Jun 26, 2015 5:00:00 PM

Chronic disease is a frustrating, emotionally exhausting, and sometimes life-threatening experience. That’s what makes it such a data-rich opportunity for analyzing how a rival might be tapping into this market.

Back in 2001, before Facebook, Twitter, LinkedIn and online heath forums, the World Wide Web was a wild frontier of informal discussion groups and list serves. Daniel Vasella, former CEO of Novartis, once wrote: “There is real power in the Internet as a source of information, but especially as a way to connect with each other, to share experiences, knowledge and help each other.” (Magic Cancer Bullet, Daniel Vasella and Robert Slater, Copyright 2003, page 126)

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Topics: Competitive Intelligence, Innovation, Scenario Analysis, Healthcare, Industry Convergence, Life Sciences

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