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11Dec, 2017

Silicon Valley and Healthcare (Part 9)

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I’d like to take a small detour with our blog series on Silicon Valley and Healthcare and talk more about Amazon indirectly, and a lot more about the recent announcement of CVS’s acquisition of Aetna. In brief, and as best as I can gather, Aetna has (approximately): 1 million medical members 3 million dental members 3 million pharmacy benefit management services members 609 million group insurance members An estimated 1.2 million healthcare professionals under contract 695,971+ primary care doctors and specialists under contract 5,712 hospitals under contract $63 billion in […]
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6Dec, 2017

Silicon Valley and Healthcare (Part 8)

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In our last blog, we ended with a question: “Can Amazon use its special skills to transform healthcare?” The answer today is “Certainly, and in a major way!”  This past weekend we were alerted by the headline from the Wall Street Journal “CVS to Buy Aetna for $69 Billion, Combining Major Health-Care Players.” I believe that this action is in direct response to the reports that Amazon is planning to make major moves in healthcare.  In particular, playing to the strengths I noted in our last blog: “logistics, supply chain […]
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30Nov, 2017

Silicon Valley and Healthcare (Part 7)

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It is the most exciting time ever to be in healthcare! When we made the decision to switch industries from real estate, development and commercial construction, and spend a couple of years learning healthcare from the ground up, today is what I envisioned. The time we live in now is what I believed was an inevitable confluence of tectonic forces – technology, the aging baby boomers and the emergence of an interconnected world.  I could not totally foresee what the internet would become, however the signs were there. A look […]
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