Part 2: Verticalization in the Health Insurance Industry | Sherpas in Blue Shirts

In an earlier blog, M&A in the Insurance Industry: Is the party over, or yet to get started?, I talked extensively about horizontal consolidation in the health insurance industry. Now, let’s take a look at vertical integration, wherein up and down the value chain healthcare companies merge and the different business units within the resulting [...]

Where Are the Opportunities in Health Insurance Mobility? | Gaining Altitude in the Cloud

Mobility in the health insurance industry has been an extremely hot topic during the past several months; white papers on the subject abound, the media is hyping it, all major IT service providers have announced service offering expansions, and a multitude of high-tech startups are hoping to capitalize on the expected spike in spending. Despite [...]

Will mHealth Finally Kill the Cliché? | Gaining Altitude in the Cloud

Healthcare IT has long been accused of being 10 years behind other industries, with hospitals being another five years behind that. This cliché has been around for so long, it is almost an axiom. And while (like with most clichés) there is, unfortunately, more than a bit of truth, we firmly believe that with the [...]

If “An Apple a Day Keeps the Doctor Away,” can mHealth Apps Bring Patients and Healthcare Folks Together? | Sherpas in Blue Shirts

The February 1866 edition of Notes and Queries magazine includes this: “A Pembrokeshire proverb;  Eat an apple on going to bed, and you’ll keep the doctor from earning his bread.” Since then a number of variants of the rhyme have been coined, up to our present-day “An apple a day keeps the doctor away.” Just [...]

As Infosys Considers Purchasing Thomson Reuters’ Healthcare Business, it’s Time for a Thought Experiment | Sherpas in Blue Shirts

The Business Standard a couple of weeks ago reported that Infosys is close to acquiring Thomson Reuters’ healthcare division in a US$700-750 million transaction. To be clear, I have no concrete evidence that Infosys will make this acquisition or is in fact seriously considering it. However, the industry rumors and news articles pose a fascinating [...]

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