The Caseload

Oscar's S-1: Why It Matters

There's more to this business than $400 million in losses

Feb 7, 2021 • 

Steve Hardgrove

10

January 2021

Accolade buys 2nd.MD; Point Solutions and Platforms

Making Fee For Service Work Better

Jan 30, 2021 • 

Steve Hardgrove

10

October 2020

Cash-Pay Potential, Insurance Shortcomings

Putting GoodRx and Sesame into a broader context

Oct 20, 2020 • 

Steve Hardgrove

2

September 2020

GoodRx's S-1, How PBMs Work, Another Telemedicine integration

This is how you get 40% EBITDA margins

Sep 10, 2020 • 

Steve Hardgrove

7

July 2020

Blue Cross North Carolina, ACOs, Aledade, Bright Health, Comparing Value Chains

An insurance company makes an offer that independent practices can't refuse

Jul 2, 2020 • 

Steve Hardgrove

3

June 2020

Sesame, Marketplaces, Price Transparency, and Cutting Out Insurance

A startup builds a marketplace for the uninsured

Jun 13, 2020 • 

Steve Hardgrove

1

Will the destruction be creative?

Providers vs. Insurers, One Medical and Payment Models, Telemedicine Transcendant

Jun 9, 2020 • 

Steve Hardgrove

4

March 2020

Coronavirus Look Ahead

What are we in for?

Mar 15, 2020 • 

Steve Hardgrove

3

The Upside-Down Insurance Incentive

The insurance industry does well when their costs go up?

Mar 5, 2020 • 

Steve Hardgrove

3

1

February 2020

Radically Different and Fundamentally Lower

EQRx, a biotech startup, launches with bold ambitions to reduce drug prices.  How will they do it?

Feb 12, 2020 • 

Steve Hardgrove

1

January 2020

Primary Questions

One Medical files an S-1. Will coordinated care find its place in the healthcare value chain?

Jan 21, 2020 • 

Steve Hardgrove

4

The Disruptors, Part 1: DTC Insurance

Bright Health, Devoted Health, and Oscar have raised a lot of venture money

Jan 6, 2020 • 

Steve Hardgrove

1