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Healthcare market-sizing needs a reset
Practically every organization in every sector of healthcare routinely needs market-sizing models to guide high-stakes strategic decisions, such as where to invest and where to be cautious. The problem: In the rush to check all the planning boxes, it is all too easy for leaders to accidentally end up with—and even bet the strategy on—'models' that are not really models at all, but simply numbers . Numbers with unexamined, opaque, and sometimes wildly inaccurate underlying as

Chris Loumeau
Feb 68 min read


What healthcare-related news we're reading this week (late January edition)
January 2026 has slipped away like a Nor'easter through the Northeast—fast, furious, and leaving everyone wondering what just happened. And much like those of you who got snowed in, we've spent the month mostly indoors, heads down, reading everything we could get our hands on about the flurry of health industry and policy developments that have swept through Washington and across the healthcare landscape. Let's go around the horn and touch on just a sliver of what our team h

Eric Fontana
Jan 298 min read


What's next for GLP-1 innovation: A primer on the race reshaping pharma and chronic disease care
Few categories in modern medicine have captured the imagination of patients, physicians, and investors as quickly as GLP-1 receptor agonists (GLP-1s). Originally developed for diabetes management, these drugs, popularized under brand names such as Ozempic, Wegovy, Mounjaro, and Zepbound, are redefining how we think about obesity, metabolic health, and even chronic disease prevention. And increasingly, GLP-1s are no longer just about controlling blood sugar. They have become c

Brandon Aylward
Oct 16, 202510 min read


Examining MAHA’s jump into Real World Data (RWD), and what other industry players can learn from it
MAHA's recent strategic plan announced its intent to create a comprehensive real-world data asset to fuel research. However, any desire to move from data source to insight is likely to be more complex than merely acquiring some data. What potential pitfalls could lie ahead and what can other organizations learn from this?

Eric Fontana
Sep 24, 202518 min read


Key company profiles: Cencora's approach to vertical integration
Today's post is the third in an ongoing series we're publishing on key players in healthcare vertical integration . Nearly everyone in...

Yulan Egan
Jan 16, 20257 min read


What could Make America Healthy Again mean?
Last year at this time, we enjoyed reading Dan Diamond's piece for the Washington Post on how reversing the recent decline in U.S....

Amanda Berra
Dec 18, 202411 min read


The eight factors that will determine the impact of GLP-1s
In last week's blog post, we delved into the what and why behind the current surge in interest and demand for GLP-1s. And it's clear that...

Yulan Egan
Aug 28, 20245 min read


The promise and peril of GLP-1 agonists: What we do (and don't) know as of August 2024
A full 6% of US adults are taking GLP-1s. In this post, we break down what we do—and don't—know about these medications as of August 2024.

Yulan Egan
Aug 21, 20246 min read


Theory versus reality in the state of healthcare disruption
Healthcare disruption has been a hot (and noisy) topic in recent years. For the last decade, the healthcare industry has been rich in...

Amanda Berra
Jun 7, 20245 min read


The wheel turns on the PBMs
Everybody likes to pick on the PBMs (pharmacy benefit managers) these days. It's a sector of healthcare whose business model...

Christopher Kerns
Mar 26, 20243 min read


Breakthrough drugs to strain price and volume
Something we're starting new this week: Union Healthcare Insight's Slide of the Week. Over the past 12 months we've been in business, our...

Christopher Kerns
Feb 1, 20241 min read


Drug shortages for the uninitiated
This month, my family and I were affected by two different drug shortages. First, we couldn’t fill a standing prescription for an ADHD...

Amanda Berra
Oct 5, 20233 min read
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