Amazon RX: Concession or Queen’s Gambit?
We have speculated over the last two or three years about when we would see Prime Health emerge from Amazon. The company’s recent announcement of Amazon Pharmacy and PrimeRx only partially fulfills our prediction. On the surface, it doesn’t seem to be a particularly disruptive business model, as many analysts have noted. But – this […]Read More
Amazon Primes Pharmacy Disruption with PillPack Acquisition
Amazon’s march toward what we’ve called “Prime Health” continues with the company’s announcement that it will acquire PillPack, the online full-service pharmacy that sorts its customers’ medications by dose; packages them by date, day and time; and mails them to the consumer’s home. With this acquisition, Amazon gains another tool for making healthcare easier, faster, […]Read More
Cigna & Express Scripts: Yet Another Sign of a Healthcare Value Chain Shakeup
Another day, another healthcare intermediary is absorbed by a player intent on building scale to deliver value, control data and power up a patient-centered business model. Cigna’s announcement of its intent to buy Express Scripts is just the latest development in the ongoing compression of the healthcare value chain. We’ve been predicting these types of […]Read More
Amazon Partners Up to Disrupt Healthcare
While health insurance industry stock prices have recovered following the announcement that Amazon, JPMorgan Chase and Berkshire Hathaway plan to deliver quality healthcare at lower costs, industry thinking should still be shaken up by the potential potency of this venture to disrupt healthcare. As we’ve previously noted, we think that a “healthcare on-demand” consumer-to-business (C2B) […]Read More
And the Amazon of the Healthcare Industry Is … Amazon?
Healthcare executives often ask us: “Who will be the Amazon of healthcare?” Our answer: “Why not Amazon?” Recent news reports have suggested that Amazon is developing a healthcare platform that would integrate data from legacy electronic medical records and offer services such as virtual consultation on demand. The company’s Echo virtual assistant could be part […]Read More
Dismal Holiday Season? Blame Digital.
Digital and the Demise of Retail Job growth has been unusually great. Gas prices are way down. Consumer sentiment is up. Back in November, everything was in place for a very merry and black holiday season. Yet in today’s WSJ, I read that Wal-Mart is closing more than 150 stores in the United States—its home […]Read More