Robert Flynn

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Unraveling Healthcare Industry Dynamics: M+A, Shifting Risk and the Data Revolution

Posted by Robert Flynn on Jun 26, 2018 3:58:32 PM

There is no denying that change is the single most prominent theme in healthcare today. Most people point to change imposed by the government including concepts to constrain pharmaceutical drug prices and morph or repeal the Affordable Care Act, or Obamacare. However, most of the change is being driven by health players themselves – payers, providers, technologists, pharmaceutical manufacturers, and, to an increasing extent, consumers.

While it’s impossible to predict the final configuration, it is feasible to capture the primary factors involved in or driving the transformation. Reviewing our recent engagements with major corporations across the healthcare industry, speaking with executives at conferences such as the Blue Cross Blue Shield Summit, the HealthSmart IT event, and several pharmaceutical tradeshows, we’ve identified some of the top issues that are driving healthcare change. Knowing these elements and their nuances is critical for the executive and policy maker , who want to stay ahead, or drive change themselves.

To label these as definitive would deny the very essence of the transformation afoot. Yet, these are, as of now, critical issues affecting the industry.

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Topics: Healthcare, Competitive Strategy, technology, Disruption

There’s No Monster Under the Bed: Why Amazon, Berkshire Hathaway, JP Morgan Entity Won’t Upend the Healthcare Industry

Posted by Robert Flynn on Jun 25, 2018 3:47:47 PM

Amazon, among a few other enterprise giants, has garnered a reputation for disrupting every industry it’s entered. Its actions and intentions around the health industry have therefore created some buzz, particularly considering the unexpected coalition of Amazon, Berkshire Hathaway and JP Morgan. Many are wondering if Amazon is going to displace healthcare organizations, starting with payers. With its scale, extensive data about consumer purchases and behavior, and technological prowess, will it create a new model for the provision of care? What will the impact be?

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Topics: Healthcare, Disruption, Amazon

Supply Chain Shifts in the Ever-Tumultuous Health Industry

Posted by Robert Flynn on Jan 19, 2018 3:33:19 PM

Capitalism has its flaws. Economists as diverse as Adam Smith to Karl Marx would agree to this premise. Yet one strength that capitalism brings to bear in the marketplace is efficiency, particularly the ability to identify and capture substitute products and services when supply and demand constrains efficient market activity. Nowhere is this dynamic more apparent than in the seemingly ever-tumultuous health industry.

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Topics: Competitive Intelligence, Pharma, Scenario Analysis, Competitive Strategy, Robert Flynn, Pharmaceuticals

Managing Regulatory and Political Risk

Posted by Robert Flynn on Nov 21, 2017 3:38:26 PM

In our paper The Global Economy’s New Frontiers, my colleague Nathaniel Emmons and I argue that when investing in emerging economies, companies can realize high returns but only if the risks are successfully managed. Transnational mining companies operating in Zimbabwe, for instance, are in crisis management mode following this month’s coup, impeachment of President Mugabe, and transfer of power to yet another strong-man. Not an unanticipated series of events given the political instability experienced in recent years, and something that needs intense effort to navigate.

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Topics: Consumer Goods, Healthcare, Merger and Acquisition, Competitive Strategy, Early Warning

CVS – Aetna: The Power of Strategic Competitive Analysis

Posted by Robert Flynn on Oct 27, 2017 2:46:39 PM

The Wall Street Journal and other sources revealed yesterday that pharmacy operator CVS Health Corporation has made an offer to acquire No. 3 health insurer Aetna Inc.  Wouldn’t it have been rewarding to have known the probability of such an acquisition?  Wouldn’t executives of Walgreens and Express Scripts or United Health Group and Anthem have benefited from an evaluation that showed the rationale for such an acquisition? Fuld + Company analysis produced in June 2017 did precisely that. Anticipating just such a move four months ago demonstrates of the power of competitive strategy.

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Topics: Competitive Intelligence, War Games, Early Warning Monitoring, Healthcare, Competitive Strategy

Presenting the Obvious: A Strategic Interpretation of David Foster Wallace’s, "This is Water"

Posted by Robert Flynn on Jun 8, 2017 1:20:57 PM

It’s commencement season, a time of celebration and anticipation of what the future will bring. While attending graduations this weekend, I was reminded of the one speech that broke the mold; David Foster Wallace’s commencement address at Kenyon College in 2005, later published in book form in 2009 as This is Water: Some Thoughts, Delivered on a Significant Occasion, about Living a Compassionate Life.

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Topics: Competitive Intelligence, Competitive Strategy, risk management

Strategies for Investing in Developing Markets

Posted by Robert Flynn on May 17, 2017 3:01:13 PM

The global economy is in transition, not so much as the result of fluctuating superpower politics, but more so as the quiet byproduct of shifting investment in emerging economies. We are at the end of supersized returns previously found in Brazil, Russia, India, China, and South Africa (BRICS), foreign direct investment constants since 2001 that have in recent years become increasingly fragile economies. Their era as primary centers for investment has been replaced by a “Frontier Era,” a period marked by a concentration on economies scattered throughout Africa and Asia. A dramatic shift as hundreds of millions of dollars in foreign direct investment will swing from the pockets of one group to new, emerging markets.  

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Topics: New Market Entry, Competitive Strategy, risk management

Jack Bauer and the Flu

Posted by Robert Flynn on Oct 23, 2015 6:49:12 AM

On February 5, 2015, Public Health England announced that the flu vaccine had demonstrated low effectiveness against the main strain of flu that had circulated this past winter. Dr. Michael Skinner of Imperial College London, said in response, “Trying to predict which seasonal flu vaccine to produce each year must be a bit like a Jack Bauer car chase in Los Angeles…bound to prove somewhat hit & miss.” 

A similar miss occurred in 2004, when the United States suspended The Chiron Corporation’s shipment of 48 million doses of vaccine, citing problems at the company’s Liverpool, England, manufacturing plant.

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

Holiday Gaming - Microsoft's Big Chance

Posted by Robert Flynn on Oct 13, 2015 9:00:00 AM

If Satya Nadella, CEO of Microsoft, has his way, packages under the Christmas tree and exchanged during Chanukah will be full of boxes containing Xbox consoles and games. To increase gaming revenues, he's made some organizational moves assigning Phil Spencer as head of Xbox and Xbox Live, reporting to Windows chief Terry Myerson. But internal changes will not be sufficient in this huge, highly competitive and fast-paced market, especially given Microsoft's slow growth relative to competitors, a laggard performance largely driven by the impact of mobile gaming.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Manufacturing/Industrial, Market Analysis, New Market Entry, Scenario Analysis, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Product Positioning, Competitive Strategy

Automotive Disruption: Fines Doubled in Construction Zone

Posted by Robert Flynn on Sep 23, 2015 1:27:32 PM

While it was a boat that President Obama used to explore the Alaskan scenery, it is the automobile industry that should sit up and take notice. One anticipated result of the President’s trip, and ongoing international negotiations, is increased environmental regulation that would impact automobile manufacturers. Shifting consumer demand, expanding access to customer data, increased merger and acquisition activity and international regulatory changes are creating market uncertainty that needs to be explored and understood through robust scenario-based planning analysis. Shareholders will expect no less.

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Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Scenario Analysis, Industry Convergence, Merger and Acquisition, Competitive Strategy

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