Andrew Matzkin

@chrissyfarr @cwhogg @VinGuptaMD @AartikSarma @panagis21 Hey @GeoffMatous get in here

34 million Americans live with chronic lung disease. With a few notable exceptions like Propeller Health, why hasn’t there been more entrepreneurial focus and innovation here? Curious for thoughts. @cwhogg @VinGuptaMD @AartikSarma @panagis21

@chrissyfarr @cwhogg @VinGuptaMD @AartikSarma @panagis21 Check out @WellinksHealth (virtual care for COPD) and @NuvoAir, and don’t forget about @KaiaHealth (virtual pulmonary rehab)

@JConnol Gotta give the people what they want. :)

@MatzkinHealth Does this mean you're back on Twitter?!?

I'm excited to share that today is my first day as Head of Strategy at Paradigm, where I'll help to advance the company's mission of creating equitable access to clinical trials for any patient, anywhere. nytimes.com/2023/01/27/bus…

@AntounNabhan I'm pretty sure they were a conglomerate case study when I was at HBS... if not, they should be. Rare example of making the conglomerate model work (GE was always the standard... not anymore!)

Danaher ($DHR) is really one of the best-managed companies in healthcare. I’m surprised they don’t get more attention from the B-school case study “thought leader” crowd.

A tough and sad day for a lot of very smart and dedicated people trying to improve healthcare. I still believe in the future of this company, even though my team and I won't be part of it. Best of luck to all affected @Verily colleagues. DM me if I can help in any way.

@mdmajmudar @sacjai @ZekeEmanuel @AmolNavathe Love this important distinction.

Really excited about Biofourmis leading the next evolution of “RPM”: RPM 3.0 = Remote patient management; with a huge focus on clinical outcomes and financial ROI. We are ready to partner with risk bearing organizations. @sacjai @ZekeEmanuel @AmolNavathe physicianspractice.com/view/what-to-e…

@GeoffMatous Hot Dog is a jam

My daughter is at the age where I can’t tell if sleep regression is messing with my sanity or if “Hot Dog” really does slap….

@nikillinit + Carbon's new deal with BCBS of Mass. is risk-based for commercial. Myoung Cha confirmed this in an Axios event yesterday and also predicted on this site that VBC in Commercial will take off in 2023.

- Firefly + Curative offering a primary care + health plan combo It seems like the map for medicare advantage is trickling into how to set up capitated commercial plans

I wonder if value-based care/total risk in the commercial segment becomes more popular going forward -Kelsey-Seybould, a multi-specialty group that specializes in commercial VBC agreements was bought by optum

Having left strategy consulting for Verily early in 2022, I've been Tweeting a lot less this year. I'm back, with a hot take. This is the greatest healthcare stock photo in the history of healthcare stock photos. (also, save hospice care!) statnews.com/2022/12/14/hos…

@myoungcha I think I agree with all 10 of these, which is no fun. 3, 4, and 9 are particularly interesting and interconnected (as well as highly relevant for Carbon's strategy, it seems to me)

Healthcare & health tech predictions for 2023. 🧵

@B_Madden4 @seanwdoolan @nomihealth Love the concept of real time adjudication and payment. Would like to know how this is different from OODA.

@seanwdoolan @nomihealth Covering this in the newsletter tomorrow, lowkey game changer

hello @nomihealth connect! 🙌🏼 finance.yahoo.com/news/nomi-heal…

Very proud of this team and excited about what this could mean for patients with OSA

🚨Job Opportunity🚨 The Verily Health Platforms (VHP) strategy team is seeking an experienced strategy engagement manager/team leader to help develop and refine strategy for our portfolio of provider, payer, and employer-facing offerings. Join us! verily.com/careers/job/?g…

@JConnol 💯 bloomberg.com/news/features/…

@MatzkinHealth 100% agree. New (sometimes recurring) revenue stream. I do worry about the incentives, though. Telehealth loss leader + pharmacy "SaaS" revenue is a recipe for clinical disaster, particularly in controlled substances.

"Virtual care" is so much mroe than virtual visits. In fact, I'd argue the best virtual care companies are actually more value-based care companies than virtual care companies. To build a real VBC model, we need to go *way* beyond virtual visits and incorporate many more tools

@JConnol I think pharmacy is going to become an increasingly common and important item on this list, starting with med consults and prescribing and expanding to include dispensing and fulfillment. Expands clinical impact potential and financial value. WDYT?

The image (via Morgan Health) outlines a few modalities that need to be tightly integrated to enable virtual-first, value-based care: - AI-based symptom triage (like Buoy) - Async care (texting care team) - Sync care - Integration with specialists - Centers of excellence models

👀

@sacjai @forbeshealth Great opportunity here for highly accurate, patient-specific predictive analytics. Remove ambiguity about risk, complexity, and right level of care for individual patients as early in an episode as possible (or, better yet, proactively). @verilylifesci is working towards this.

“Practice at the Top of Your License” is a new buzz expression in healthcare. I unpack it and explain why it is so vexing—but doesn’t have to be in my latest column in @forbeshealth. forbes.com/sites/sachinja…

As always, the disruptive innovations (e.g., virtual clinics, teletherapy, etc.) will gradually get better, move upstream, and disrupt traditional models. In the long run, traditional care providers will have to choose: Adapt or Be Disrupted. Some sooner than others... 4/4

2) Disruptive Innovation: Deploy new care models (e.g,. @onduo) to supplement traditional practice, or replace select care with new, "good enough" models (e.g., @CirrusMD). This fits well with ambulatory care that can be provided remotely and/or digitally. 3/4

This @seanwdoolan piece caused a stir today, but disruptive innovation theory resolves any tension. The answer is that we need healthtech innovation along two parallel paths: statnews.com/2022/04/01/dig… 1/4