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.

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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 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.

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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 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.

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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.

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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 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.

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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 on Jun 26, 2015 12:00:00 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

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

Fast and Smart - How Millennials See Healthcare's Future

Posted by Leonard Fuld on Jun 1, 2015 2:30:00 PM

The real headline for this post should be: Survey of millennials on Boston's waterfront depicts exciting, highly customer-centric healthcare services in just 15 years, driven by start-ups and lots of smart technology.

In a recent LinkedIn posting, I created what appears to be a fanciful view of the US healthcare market in the year 2030, just 15 years from today. My information came from a series of over 19 interviews with 43 individuals. Most of the respondents were in their 20s and 30s. Educated and opinionated are the two words I believe characterizes this assortment of lunch goers, considering the fact that I swooped down on them, often interrupting their own lunchtime conversations. I was particularly impressed with the thought they apparently had given the subject long before I ever entered their lives. It didn’t take much for me to draw them into the conversation about healthcare’s flaws and not-yet-achieved opportunities. They got it, no doubt about it. 

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Topics: Brand Insights, Scenario Analysis, Healthcare

Healthcare dichotomies that are threatening your industry

Posted by Fuld + Company on Apr 15, 2015 12:00:00 PM

There is a wide gap between what healthcare providers need to do, and what they are actually doing. In many cases they know where they need to go, but not how to get there. Here, we address four of the most critical of these dichotomies, and Fuld + Company's perspective on what needs to be done.

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Topics: Product Roadmap, Early Warning Monitoring, Healthcare

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