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

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

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

Injecting a new Healthcare Model: The Pharmacist-Physician Team

Posted by Laura Ruth on Aug 1, 2017 9:16:59 AM

With less than three years until the re-evaluation of HealthyPeople2020 Immunization targets, Benjamin Blumi, Senior Vice President of the American Pharmacists Association (APhA) Foundation, and his colleagues reported a dramatic breakthrough: in a study run from the fall of 2016 through spring of 2016, the number of pharmacist-administered adult vaccinations increased by more than 40 percent.  A significant contributor to this success was Project IMPACT (IMProve American Communities Together), which features real time, bidirectional immunization information systems (IIS). The full breadth of this success, however, lies not exclusively with technology but with the adept interaction between information systems and patient-care processes.

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Topics: Healthcare, Pharmaceuticals

Transparency into Drug Pricing: Can it help with the high drug costs?

Posted by Malini Solanki on Jul 27, 2017 3:48:16 PM

Drug pricing became a topic of common and passionate interest in 2015 when Martin Shkreli, then CEO of Turing Pharmaceuticals, dramatically increased the price of a single Daraprim tablet - from $13.50 to $750.00, the price of an average lunch to that of a large household appliance. The interest intensified in 2016, when Mylan increased the cost of the EpiPen by 400 percent. Public outcry was intense and politicians were forced to act, holding hearings that are only now rivaled by probes into Russian election interference.

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Topics: Healthcare, Competitive Strategy, Pharmaceuticals

What’s a Health Industry Business Strategist To Do?

Posted by Ken Sawka on Jul 26, 2017 3:38:49 PM

How do you set a business strategy in a highly-regulated market in which you don’t have complete control over what you can charge a segment of your customers, in which funds promised to your business by government agencies may be taken away, and in which rules governing what products you can sell can change at any time? Such is the life of strategic planners in U.S. health insurance companies.

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Topics: Healthcare, Competitive Strategy

Six Reasons Why CVS Health Should Acquire Aetna … Soon

Posted by Robert Flynn on Jun 21, 2017 10:00:00 AM

Should CVS consider acquiring a health plan? If yes, then which one? With a market-cap of about $80 billion and an impressive portfolio of assets across retail and pharmacy, why would it make sense for CVS to include a health plan in its portfolio?

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Topics: Brand Insights, Healthcare, Merger and Acquisition, Competitive Strategy

Upcoming Event: Ken Sawka Speaking at BU Questrom Health & Life Sciences Conference October 14th

Posted by Fuld + Company on Oct 12, 2016 1:40:45 PM

On Friday, October 14th, Fuld + Company CEO, Ken Sawka, is speaking at the Boston University Questrom School of Business's fourth annual Health & Life Sciences Conference. 

The Health & Life Sciences Conference is an annual, student-organized event that brings together a diverse audience of more than 350 students and professionals across all sectors of the US healthcare industry for valuable networking and comprehensive programming spanning from healthcare delivery and hospitals to pharmaceuticals and medical devices.

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Topics: Events, Healthcare, Life Sciences

Defending Market Share in Pharma

Posted by Fuld + Company on Mar 18, 2016 9:49:49 AM

Pharmaceutical firms frequently need to defend their market position against rivals’ competitive strategy. Threats to leading therapies can come in many forms:

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Topics: Competitive Intelligence, Fuld + Company, Pharma, Healthcare, Life Cycle Management, Life Sciences, Competitive Strategy

The Rise of Mobile Healthcare Payments

Posted by Tess Fagan on Mar 9, 2016 10:07:12 AM

2016 has been dubbed the year of mobile payments. From Venmo to Samsung Pay, the phone is replacing the wallet. Spending money, whether to buy a latte or to split a check, has never been easier. 2016 is also the year many legislative healthcare reforms solidify their effect, modernizing everything from how hospitals store records to which models we use to fund health care.

The changing nature of health care is fueling innovation. Tech companies and start-ups are beginning to develop payment solutions to meet the evolving needs of healthcare payers and providers, driven in part by legislation but also by rapidly accelerating consumerization trends. Just in time: enjoying how simple it's become to pay for everything else, consumers are growing frustrated by the difficulty of navigating healthcare payments. Healthcare providers who make the switch to electronic payments early can gain a competitive edge.

The race to become the leading payment system for the healthcare industry is on.

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Topics: Innovation, Market Analysis, Technology/Telecomm, Healthcare, Industry Convergence, Competitive Strategy

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