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Oscar's S-1: Why It Matters
There's more to this business than $400 million in losses
Feb 7, 2021
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Steve Hardgrove
9
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Oscar's S-1: Why It Matters
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January 2021
Accolade buys 2nd.MD; Point Solutions and Platforms
Making Fee For Service Work Better
Jan 30, 2021
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Steve Hardgrove
10
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Accolade buys 2nd.MD; Point Solutions and Platforms
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October 2020
Cash-Pay Potential, Insurance Shortcomings
Putting GoodRx and Sesame into a broader context
Oct 20, 2020
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Steve Hardgrove
2
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Cash-Pay Potential, Insurance Shortcomings
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September 2020
GoodRx's S-1, How PBMs Work, Another Telemedicine integration
This is how you get 40% EBITDA margins
Sep 10, 2020
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Steve Hardgrove
7
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GoodRx's S-1, How PBMs Work, Another Telemedicine integration
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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
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Steve Hardgrove
3
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Blue Cross North Carolina, ACOs, Aledade, Bright Health, Comparing Value Chains
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June 2020
Sesame, Marketplaces, Price Transparency, and Cutting Out Insurance
A startup builds a marketplace for the uninsured
Jun 13, 2020
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Steve Hardgrove
1
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Sesame, Marketplaces, Price Transparency, and Cutting Out Insurance
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Will the destruction be creative?
Providers vs. Insurers, One Medical and Payment Models, Telemedicine Transcendant
Jun 9, 2020
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Steve Hardgrove
4
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Will the destruction be creative?
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March 2020
Coronavirus Look Ahead
What are we in for?
Mar 15, 2020
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Steve Hardgrove
3
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Coronavirus Look Ahead
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The Upside-Down Insurance Incentive
The insurance industry does well when their costs go up?
Mar 5, 2020
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Steve Hardgrove
3
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The Upside-Down Insurance Incentive
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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
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Steve Hardgrove
1
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Radically Different and Fundamentally Lower
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January 2020
Primary Questions
One Medical files an S-1. Will coordinated care find its place in the healthcare value chain?
Jan 21, 2020
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Steve Hardgrove
4
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Primary Questions
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The Disruptors, Part 1: DTC Insurance
Bright Health, Devoted Health, and Oscar have raised a lot of venture money
Jan 6, 2020
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Steve Hardgrove
1
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The Disruptors, Part 1: DTC Insurance
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