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

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.

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

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

Upcoming Event: Fuld at SIR 45th Annual Conference & Exhibit Fair

Posted by Fuld + Company on Jul 13, 2015 2:10:41 PM

Join us this year at the SIR 45th Annual Conference & Exhibit Fair taking place September 13-16 at The Walt Disney World Swan in Lake Buena Vista, Florida. Members of our diversified 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, Financial Services, Fuld + Company, Innovation, Industry Convergence

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

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

What a Competitive Strategy Analyst Thinks About the Fire Apparatus Industry

Posted by Christopher Dent on Jun 9, 2015 3:30:00 PM

In addition to my duties as a senior analyst for Fuld + Company, I work as an on-call firefighter in my hometown, about 10 miles north of Boston. Perhaps the most visible symbols of the fire service are the trucks we use, known as “apparatus.” Like a true analyst, I couldn't help but notice some interesting competitive and industry dynamics present in the fire apparatus industry. In particular, behind the lights, sirens and bright red paint, the fire apparatus industry is as fragmented as it is old, with some marques pre-dating the internal combustion engine by several decades; and fire apparatus manufacturers and suppliers would have it no other way.

At present, there are approximately two-dozen companies producing motorized fire apparatus in the United States. This includes nine full-line manufacturers producing their own chassis for pumpers and ladder trucks. These core manufacturers are complimented by fifteen limited-line manufacturers producing only pumpers based on purchased chassis. All of these twenty four manufacturers are either independent or owned by a separate parent company, which represents a significant amount of fragmentation. This raises the question of how the fire apparatus industry has remained so fragmented compared to other industries.

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Topics: Competitive Intelligence, Manufacturing/Industrial, Market Analysis, Industry Convergence

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