Executive Director, Blue Spoon Consulting® / The Global Leader in Positioning Strategy at a System Level
Behind every word in healthcare is a multibillion dollar market -- a piece of health, a fragment, a part of the infinite experience -- waiting to be combined into a new system of markets, an ecosystem from which to compete and negotiate based on 'system value'. So fixing this.... "CHICAGO, April 23 (Reuters) - Nine months into the U.S. launch of the first drug proven to slow the advance of Alzheimer's, Eisai US and Biogen's Leqembi is facing an unexpected hurdle to widespread use: an entrenched belief among some doctors that treating the memory-robbing disease is futile. Alzheimer's experts had anticipated bottlenecks due to Leqembi's requirements, which include additional diagnostic tests, twice-monthly infusions and regular brain scans to guard against potentially lethal side effects." ....can be approached like this: A drug market ($13 billion) + diagnostic testing market ($440 billion) + infusion services market ($100 billion) + MRI market ($7 billion) = shared marketspace in Alzheimer's, a way to approach "market access" with a wider frame, as a bigger opportunity for business development. The 'impact horizon' expands even further if you through a claims management market into the mix ($26 billion), technology services market ($260 billion), cloud computing market ($495 billion) and, of course, artificial intelligence ($136 billion), all #positioned as a better care and service infrastructure. Roadmaps to the ‘next hundred billion' in growth from the largest and most lucrative market on Earth don’t start with data interoperability to enable big tech visions. They start with market interoperability to invent new economic systems. This is the #keystone advantage of the pharmaceutical industry: An untapped kinetic potential to shift the center-of-gravity around which legacy healthcare rotates, to change not just the rules of the game, but the game itself. Call it The Big Strategic Rotation. Everything in *strategy* is very simple. And when it comes to sparking and sustaining a new industry ecosystem(s) -- "healthcare transformation" -- it's really as simple as this: Innovation in vendor management. #HarnessTheCarnival via #TheSystemRFP
Marc W. Haddle
8mo
Suffice to say that no one is going to solve this with the same thinking that got us into this mess in the first place.
Dr Terence Tan
7mo
Here are the headlines patients would want to know (remember we're now in Modified Montgomery): ⚠ $26.5K a year. ⚠14% chance of ARIA-H (cerebral microhaemorrhages) ⚠13% chance of AREA-E (temporary swelling/effusion) ⚠0.7% chance of frank bleeding in the brain (7x placebo) ⚠only for mild disease at the moment all for 27% _slowing_ of clinical decline after 18 months ($40K) of treatment - although if you are a woman, a 2023 paper by van Dyck et al. showed it did not slow cognitive decline in women.
“…They start with market interoperability to invent new economic systems.” - Actionable wisdom John G. Singer. To improve the sustainability of our pharma, life sciences, and medical care systems, we must make them increasingly unnecessary in their current form. An economic system resourcing the care of health (the process and practice of daily habits within our lived environments) is the only way to both “save” healthcare and create sustainable value - both economic and societal. Big Strategic Rotation … change the game.
Healthcare AI+Innovation | ER Doc@TPMG | Offcall & MDCalc Founder
8moLet's look at it this way: You have a drug that takes 18 months to slow the progress of dementia by less than half a point (on an 18 POINT SCALE) that requires extensive testing, monitoring, and treatment every 2 weeks when it already takes months to see a doctor, AND the treatment risks hemorrhaging in your brain (the organ you're trying to protect) AND the doctor has the privilege of fighting with the insurance companies via prior auth for this exorbitantly expensive treatment. Also, we have a shortage of primary care, geriatrics, and neurologists in the US yet 10% of patients over 75 have Alzheimer's.