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Thoughts on Healthcare Markets & Technology

Thoughts on Healthcare
Hundreds of paid subscribers

Expert analysis of healthcare and life sciences markets, technology, investment, entrepreneurship, policy, and AI — for investors, entrepreneurs, hospital and insurance executives, and physicians navigating the business of healthcare.

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PricingFreemiumPublishesDaily
Issues739Founded2 years agoLast Issue7 days ago
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Artwork for Thoughts on Healthcare Markets & Technology

Latest Issues

Royalty Pharma for Real World Data: The Case for a Royalty Financing Company That Buys Forward Rights to Health System Data Licensing Revenue and Turns Clinical Records Into a Securitizable Asset Clas

🎧 Part I Podcast free on Spotify.

Thoughts on Healthcare Markets & Technology

Part I: Royalty Pharma for Real World Data: A Royalty Financing Company That Buys Forward Rights to Health System Data Licensing Revenue & Turns Clinical Re...

7 days ago
1

Part II: Royalty Pharma for Real World Data: A Royalty Financing Company That Buys Forward Rights to Health System Data Licensing Revenue & Turns Clinical Records Into a Securitizable Asset Class

Hospitals are sitting on a recurring, contractual, uncorrelated cash flow buried in ‘other operating revenue.’ Nobody finances it.

Hospitals are sitting on a recurring, contractual, uncorrelated cash flow buried in ‘other operating revenue...

7 days ago
Paid

Part I: Royalty Pharma for Real World Data: A Royalty Financing Company That Buys Forward Rights to Health System Data Licensing Revenue & Turns Clinical Records Into a Securitizable Asset Class

Hospitals are sitting on a recurring, contractual, uncorrelated cash flow buried in ‘other operating revenue.’ Nobody finances it. Nobody prices it. That is the opportunity.

It is health system data licensing revenue: deals with pharma, RW...

7 days ago

Insuring the Clawback: Why RADV Extrapolation Turned Medicare Advantage Risk Adjustment Into an Unreserved Balance Sheet Liability and the Case for Building a Regulatory Recoupment Insurance Market

🎧 Podcast episode for paid subscribers only.

🎧 Podcast episode for paid subscribers only. Also available on Spotify.

8 days ago
Paid

Insuring the Clawback: Why RADV Extrapolation Turned MA Risk Adjustment Into an Unreserved Balance Sheet Liability and the Case for Building a Regulatory Recoupment Insurance Market Vehicle

Medicare Advantage plans have a large, openly disclosed, completely unreserved regulatory liability.

Medicare Advantage plans have a large, openly disclosed, completely unreserved regulatory liability. The 10-K says ‘unable to estimate ran...

8 days ago
Paid

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  • Thoughts on Healthcare

    Expert analysis of healthcare markets, health tech investment, digital health policy, and medical AI — for investors, entrepreneurs, and operators navigating the U.S. healthcare system.

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