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.

Read More

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.

Read More

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 on Aug 18, 2015 11:44:41 AM

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.

Read More

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

Biosimilar Infliximab - What's All the Excitement About?

Posted by Adi Reske on Aug 11, 2015 11:05:24 AM

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.

Read More

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

Healthcare Merger Mania Continues

Posted by Ken Sawka on Jul 29, 2015 11:55:01 AM

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

Read More

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

Upcoming Event: Fuld at World CDx Boston 2015

Posted by Fuld + Company on Jul 13, 2015 2:07:54 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.

Read More

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

Upcoming Event: Fuld at Pharma CI USA 2015

Posted by Fuld + Company on Jul 13, 2015 2:06:17 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.

Read More

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 on Jul 13, 2015 10:00:00 AM

UPDATE: Robust analytical methodologies can provide executives with insight regarding industry trends. This blog, previously produced by Diane Borska, Global Principal at Fuld + Company, on mergers and acquisitions is a demonstration of the power of strong industry understanding and well-executed analysis

Nearly 18 months after the Aetna – Humana deal was first announced, a federal judge has ruled the transaction would violate antitrust laws. As a result, it is all but certain that the deal will not go forward and analysts believe the closure of the other significant industry transaction involving Anthem and Cigna, is also in jeopardy. Observing the parallels of merger activity in another industry with relevant characteristics to health insurers, allowed us to recognize early on the risks these transactions would face and conclude that the pace of industry consolidation may be slow and face considerable challenges.

Read More

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

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.

Read More

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 on Jul 1, 2015 9:40:00 AM

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.

Read More

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

Fuld + Company Blog

The material on this page draws on the research and experience of Fuld + Company thought leaders, consultants and others. Learn more about our expertise here.

Recent Posts

Request for Information

If you'd like someone at Fuld to contact you regarding your strategic competitive challenges, fill out the form below.