How a Walmart, Humana Tie-Up Would Accelerate Disruption of the Healthcare Value Chain

About two years ago, we conducted visioning exercises about the future of healthcare and its business models. We forecast several “signal events” that – should they come to pass – would mean real business change was under way in healthcare.  Ironically, one of our dummy headlines was “Walmart Acquires Humana.” Score one for our crystal […]

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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 […]

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