Specialist
Former SVP at Optum Inc
Agenda
- Recent healthcare analytics trends and developments
- Transition from fee-for-service to value-based care
- Key factors influencing customer buying decisions
- Competitive landscape of major analytics platforms such as Inovalon (NASDAQ: INOV), Optum, Ciox and Cotiviti
- H2 2021 outlook, innovation trends and changing market dynamics post-coronavirus
Questions
1.
What major trends and developments have you been following in the healthcare analytics space over the past year or so?
2.
What does the transition to a value-based healthcare system from fee-for-service mean for the utilisation of data analytics and risk-adjustment solutions? To what extent do value-based arrangements increase the need for analytical capabilities and risk-adjustment tools?
3.
What are some of the key differences in the risk-adjustment landscape for Medicare Advantage and Medicaid, respectively? Would you anticipate a greater focus on these segments, given some of the pandemic related population shifts?
4.
How might the macro trend of telemedicine adoption affect the healthcare analytics industry? How has digitisation affected the service offering mix or strategic focus for larger players such as Inovalon, Cotiviti or Optum?
5.
How are you assessing the growth runway in various end markets – payer, provider or pharma? Which areas are most penetrated and how would you frame the financial opportunity within each?
6.
Which key criteria drive customer buying decisions around analytics platforms, and how high are the switching costs when shifting platforms?
7.
What are some of the major challenges when aggregating and integrating patient data onto some of these analytics platforms? Are any players ahead of the curve in data interoperability?
8.
You mentioned predictive analytics. How are you assessing the adoption of innovations such as machine learning, AI and predictive analytics within the greater healthcare data space? How do some of these technological advancements augment the existing capabilities of some of these platforms?
9.
Davita recently spent a lot of time discussing its value-based care transition. Could this be a profit driver for the company, and what are some of the major challenges with this endeavour?
10.
How are larger players such as Inovalon, Cotiviti or Optum-Change Healthcare differentiated in areas such as solutions, offerings, innovative capabilities or market share?
11.
What would you pinpoint as the main growth drivers for Change Healthcare’s solutions?
12.
How would you assess the broader competitive threat of large payers building out risk-adjustment capabilities in-house? What are some of the barriers to building out organic risk adjustment offerings? Is acquisition a likelier route?
13.
How would you gauge the threat of tech giants such as Google, Apple or Amazon entering this market, given their strong existing analytics capabilities? They’ve already expanded into healthcare wearable devices and other areas. How much of a material threat is this to industry incumbents?
14.
How are you assessing the consolidation landscape industry-wide, either from an outside entrant or from some of the legacy payers? What further acquisitive activity might we expect to enhance their analytical offerings?
15.
What’s your 12-18-month outlook for the healthcare analytics space, including the most important factors to monitor over that time frame?
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