Former SVP at HealthMark Medical Group LLC
- Key trends and developments in the healthcare IT market and data management industry
- Value proposition of main vendors and relative differentiation
- Comparison of industry end markets and relative penetration opportunities
- Competitive landscape across key players, including potential competition from EHR (electronic health record) vendors and insourcing by health systems
- Industry growth outlook, consolidation dynamics and regulatory challenges
What major trends and developments have you been following in the healthcare data management market over the past 12 months that may better inform our discussion today?
How should investors segment the industry to better-understand the key players and unique silos they’re playing in? Would you stratify it by end market, business model, company size or otherwise?
How would you juxtapose the core product offerings of Ciox, Wellsky, Valenz, Sophia Genetics and others? What key areas of differentiation in capabilities or value propositions should we note?
How would you quantify the growth runway and market opportunity in the pharma and life sciences markets? What does the penetration strategy look like there?
Are there any major pain points from an interoperability perspective to integrating with major EHR [electronic health record] providers such as Epic or Athena for claims retrieval and editing?
How easy would it be for an EMR [electronic medical record] provider to disintermediate management vendors from the process? How sticky is this business? What are the switching costs in the onboarding and off-boarding processes?
Do you have any more colour on the threat of encroaching EMR providers or health systems? Is there any risk of health systems themselves insourcing claims or clearinghouse work and other functions?
Could you quantify the downwards pressure we could see on claims retrieval and coding pricing from FHIR [Fast Healthcare Interoperability Resources] and HIEs [health information exchanges]?
What are your expectations for further industry-wide consolidation? Would you expect more horizontal consolidation similar to the Ciox-Datavant deal or a larger player moving in and scooping up smaller vendors?
What are the keys to penetrating the ambulatory demographic and tapping into this procedural tailwind away from inpatient settings?
Is there anything we haven’t touched on that may be especially important to highlight? Do you have any closing remarks?
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