Mark Kaiser

The evolving landscape of healthcare is reshaping how companies like CVS and Walgreens approach growth, highlighting a shift across the industry toward diversification and expanded services to better meet consumer expectations. As traditional retail models face mounting pressures, mergers and acquisitions are becoming essential strategies, allowing firms to integrate more comprehensive healthcare services, drive digital innovation, and enhance their competitive edge. With these changes, the healthcare sector is better positioned to adapt to a dynamic, consumer-driven market. #HealthcareInnovation #MergersAndAcquisitions #DigitalHealth #EvergreenForFounders

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BCG’s recent report highlights findings on the significant disparities in treatment outcomes for Heart Failure with Reduced Ejection Fraction (HFrEF). The study reveals critical gaps, particularly in underserved urban areas, calling for urgent and strategic interventions. Read the report to learn about key actions #healthcare leaders can take to improve #healthequity: https://lnkd.in/ezrA965K

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🤔Private Equity and Healthcare seem to have a complicated relationship. A recent PitchBook report reveals some intriguing insights about PE investments in healthcare. Despite the buzz, PE investment in healthcare providers remains a small slice of the pie, making up less than 4% of the U.S. healthcare provider market by revenue. Interestingly, the growth in PE-backed providers has significantly slowed over the past six years. 📉 The numbers tell a compelling story: year-over-year growth in the number of PE-backed healthcare companies has plummeted from nearly 25% in 2018 to under 1% in the first quarter of this year. In response, PE firms are pivoting from traditional provider investments to areas like healthcare IT and pharmaceutical services. 💡 While PE investments continue to face scrutiny regarding their impact on care quality and costs, it's clear that firms are innovating and finding new ways to contribute to the healthcare sector. For more detailed insights, read the full report here: https://lnkd.in/dmQkzMzh #HealthcareInvestment #PrivateEquity #HealthTech #HealthcareTrends #PitchBook Bjoern von Siemens Dennis Kogan Matt Krueger Amel Mokrani Bois Etienne Bauer Gargee Kashyap Emre kamil Özkan

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While we have a lot of (legitimate) attention on AI, GenAI and now AGI, do we spend enough time exploring what we provide that is uniquely human? Profound curiosity and commitment are required to build a vision for the future with the leadership to make it happen! #AI #GenAI #AGI #leadership #breakthrough Check out insights from Insigniam, an Elixirr company and our clients during our executive summit

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Women face a fractured healthcare environment. In this podcast, two innovators share how they are integrating women’s healthcare into the broader ecosystem. Listen here > https://owy.mn/3VybRaw #OWHealth

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🏥 From fueling clinical innovation to training the next generation of clinicians— academic medical centers (AMCs) play a critical role in US healthcare. Yet, despite significant growth, the financial performance of many AMCs has declined in recent years. In this new article, my McKinsey colleagues surveyed 100 AMC leaders to better understand the implications of their fiscal challenges and learn more about their responses to mounting pressure to improve performance. They outline several areas of focus that could help AMCs improve operational efficiency and enable reinvestments in their missions here ➡️ https://lnkd.in/efrXVfqh #financialsustainability #AMCs #fiscalhealth #hospitalcare

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Will technology create seamless experiences for patients, providers, and payers? @Dan Galdenzi, head of EY Nexus for Health, is leading the charge. Discover their groundbreaking work in healthcare interoperability, data sharing, and more. Tune in to hear Dan's insights with Sandy Vance. Listen here: ow.ly/CeHT50RGMmx #interoperability #digitalhealth #healthit

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Healthcare has entered a new era, and today’s decisions will reverberate for years. In a new infographic, #ECGMC’s Andy Bachrodt and David Willis identify the key trends that will define the US healthcare provider market over the next decade. #infographic #healthsystemstrategy

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Healthcare M&A activity remained strong in Q3 2024, driven by strategic acquisitions aimed at expanding service offerings and boosting operational efficiencies. As healthcare organizations continue to consolidate, the focus is on integrating technology, enhancing patient care, and complying with a changing regulatory environment. These mergers are not only reshaping the industry but also opening doors for innovation and collaboration in healthcare delivery. #HealthcareMergers #IndustryGrowth #HealthcareInnovation #EvergreenForFounders

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Joe Zaccaria and Lindsey Manning from KPMG US delve into how real-world data (RWD) is revolutionizing healthcare and life sciences. By embracing Generative AI and adhering to the latest FDA guidelines, early adopters are not only accelerating clinical development but also paving the way for value-based healthcare delivery. This strategic integration of RWD is enhancing patient outcomes and fostering significant industry partnerships. #RealWorldData #KPMGLifeSciences #HealthcareInnovation https://bit.ly/3WQhv8D

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Innovation is at a crossroads. Despite a rise in its prioritization, our latest report uncovers a significant readiness gap: 83% of executives list innovation as a top priority, yet only 3% are ready to execute effectively. The reasons? Shifting macroeconomic conditions, the pandemic, and geopolitical tensions have shifted focus to short-term agility, sidelining value creation. It's time for a reboot that establishes the link between innovation strategy and business strategy. Explore more: https://on.bcg.com/45eyAwK

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The rise of electric vehicles (EVs) is transforming the global fuel and convenience retail industry. As EV adoption increases, fuel retailers must adapt to shifting profit pools, evolving site formats, and new market dynamics. These are the key takeaways from our latest BCG article: • Significant Shift: By 2035, EVs could account for up to 55% of the vehicle stock, drastically reducing fuel demand and reshaping the retail landscape. • Profit Contraction: In markets where EVs dominate, fuel profits may decline by up to 60%. However, opportunities in charging infrastructure and enhanced convenience store offerings can partially offset this decline. • Site Closures: Up to 25% of fuel retail sites may become unprofitable and close by 2035, especially in rural and residential areas where home charging is prevalent. Fuel retailers have the chance to redefine their business models by investing in charging infrastructure, developing mobility and convenience hubs, and enhancing non-fuel retail offerings. This transition is not just about adapting to market changes but also about contributing to a sustainable future. Read the article here: https://lnkd.in/dvtAk599 #ClimateAction #ElectricVehicles #EnergyTransition

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Joe Zaccaria and Lindsey Manning from KPMG US delve into how real-world data (RWD) is revolutionizing healthcare and life sciences. By embracing Generative AI and adhering to the latest FDA guidelines, early adopters are not only accelerating clinical development but also paving the way for value-based healthcare delivery. This strategic integration of RWD is enhancing patient outcomes and fostering significant industry partnerships. #RealWorldData #KPMGLifeSciences #HealthcareInnovation https://bit.ly/46qPtoj

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So much digital health news to discuss this month on The Heart of Healthcare Podcast. Unfortunately most of it sadly isn't that positive for the industry. So if listeners have more positive and topical news stories that we should discuss in June, PLEASE send them to me or Halle Tecco, MPH, MBA!

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How can organizations close the gap between current value & access capabilities and the competencies needed to succeed in today’s dynamic #medtech landscape? BCG's report offers a clear pathway for identifying crucial skills, customizing strategies for unique business environments, and applying practical steps to enhance team performance. Learn more here: https://on.bcg.com/3xfdhyh

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Care delivery models in the US continue to evolve and diversify. Is this the time to rethink biopharma's go-to-market approach to adapt to the changing care delivery landscape? We share our thoughts in our article in this month's issue of Pharmaceutical Executive.

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