Jacob Golbitz

Research Director at Fuld & Company
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Recent Posts

What’s Hindering the Broad Adoption of Value-Based Care?

Posted by Jacob Golbitz on Nov 21, 2017 12:51:51 PM

The public conversation about health care in this country may be driven by politics -- something we were reminded of last week when the Trump administration appeared to waffle on its latest attempt to undo the ACA. Beyond the political conversation, however, we find that professionals in payer and provider organizations are more focused on deeper layers of policy, technology, access to care and reimbursement. Those on the business end of the discussion are addressing key trends that are likely to continue regardless of the political discourse, whatever the current political climate.

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Topics: Healthcare

Healthcare Industry Investors see Value in Owning Consumer Relationship

Posted by Jacob Golbitz on Aug 28, 2015 2:18:00 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

Turning Managed Care Into Engaged Care Increases Value

Posted by Jacob Golbitz on Aug 20, 2015 2:46:00 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

Aetna's Medicare Advantage Bet

Posted by Jacob Golbitz on Jul 8, 2015 3:38:00 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

Healthcare Delivery is Becoming More Decentralized: An Opportunity for Insurers?

Posted by Jacob Golbitz on Jun 23, 2015 2:00:00 PM

As part of CVS’s acquisition of Target’s 1,660 pharmacies, CVS announced it will rebrand Target’s nearly 80 in-store clinics as MinuteClinic and open up 20 new clinics within Target stores over the next 3 years – all this as part of the company’s plan to operate 1,500 clinics by 2017.

Earlier in June CVS announced it had become an in-network provider with Molina Healthcare of Ohio, a health care insurance plan operating in Ohio with 340,000 members. This makes sense for Molina, as the MinuteClinics lower cost will lower Molina’s costs, and members benefit as well with increased convenience and accessibility.

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Topics: Consumer Goods, Brand Insights, Market Analysis, Pharma, Healthcare, Life Sciences, Merger and Acquisition

How Health Plans can Provide Millennials with the Customer Experience They Want and Expect

Posted by Jacob Golbitz on Jun 10, 2015 2:30:00 PM

Last week Leonard Fuld published a LinkedIn post entitled Blue Cross Marries Uber – in 2030. In it Lenny outlines a future scenario in which health care services are arranged on-demand through smart devices like transportation is currently through Uber. Bells and whistles such as the ability to rate the service provider (in this case EMTs) and vitals monitoring are part of this not-so futuristic scenario. 

Lenny based this scenario on conversations he had with random passers-by in Boston’s financial district, many of whom were in the demographic group commonly known as millennials. 

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Topics: Competitive Intelligence, Brand Insights, Innovation, Scenario Analysis, Healthcare

Six key takeaways from the 2015 World Healthcare Congress

Posted by Jacob Golbitz on Apr 1, 2015 2:33:00 PM

I recently attended the World Healthcare Congress (WHCC) in Washington DC. I was at the same event last year and it was interesting to see the subtle shift in priorities from just a year ago. One thing remained very much the same however: no one seems to have a clear picture of what health care in the U.S. will look like ten, or even five years from now. Everyone understands that the largest industry in the country is going through a period of disruption caused not just by, nor even primarily by, legislation, but more fundamentally by demographics and technology.

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Topics: Events, Innovation, Healthcare

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