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Health

OpenNotes, Abridge partner to enhance AI-generated visit summaries: Providing patients with easier-to-understand summaries could reduce the time clinicians spend responding to patients.

How Trump’s victory could cut into drugmakers’ revenues: We explore how the new administration will impact prescription drug pricing, vaccine sales, and pharma advertising.

CVS Health names health insurance exec Aetna head: The appointment comes as part of CVS’s mixed Q3 earnings report, the first under its new CEO.

Hims to offer a generic GLP-1 in 2025: It’s preparing for headwinds if the FDA halts compounded versions of weight loss drugs. But we think its diverse D2C offerings and strong subscriber growth should help insulate it financially.

US employees want better health benefits: But many employers are shifting healthcare costs onto their workers. This trend will remain until prescription drug spending comes down.

“Sleepmaxxing” is the newest health fad to go viral on TikTok: The social media-inspired trend entails using a range of products, services, and gadgets to optimize one’s sleep. But some ideas have gone too far and are potentially harmful.

Hispanic consumers seek health information from non-traditional channels: This is due to a lack of trusted health resources for this community. Healthcare and pharma marketers need to craft culturally relevant content.

Healthcare and pharma ad spending will eclipse $30B this year: Even as advertisers spend more on digital channels, traditional media will remain a big focus for healthcare and pharma due to the older demographics they target.

Eli Lilly’s blockbuster GLP-1 sales fell short of expectations in Q3: The pharma giant blames wholesalers for not buying more drugs. We think the rise of compounded GLP-1s is also a factor.

On today’s podcast episode, we discuss why mega-pharmacies are struggling, why 7-Eleven is closing and opening a lot of stores, and what the new model of convenience will look like. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson and Senior Analysts Blake Droesch and Rajiv Leventhal.

Walgreens expands D2C telehealth to 30 states: We examine how the move aligns with Walgreens’ strategy to rightsize its retail pharmacy business.

Oracle unveils AI-powered EHR system: We think it could help the vendor capture market share from smaller players in the space because convincing Epic’s customers to switch platforms will be a tough sell.

Peloton stock jumps by double digits: The connected fitness company’s focus on profitability is paying off, with Q1 FY25 revenues cleanly surpassing expectations.

GoodRx moves into health and wellness e-commerce: We explore why GoodRx could be a good distribution channel for consumer health and pharma brands.

The vertical’s spending on digital advertising will surge 12.5% this year, driven by a 14.2% spike in pharma, per our estimates.

OpenAI’s Whisper often hallucinates harmful content, challenging its suitability for healthcare applications where accuracy is critical to patient safety.

Pfizer raises full-year revenue guidance by $1.5B: The drugmaker’s Q3 earnings represent a near-term win, but one quarter of strong performance won’t appease its activist investor for long.

Half of insured patients can’t predict their Rx costs: It’s causing some to abandon their meds. Big Pharma must provide more resources to improve adherence rates.

Most digital hypertension tools are not cost-effective: Healthcare orgs will be less likely to invest in health tech solutions as more evidence questions their value.

Senators probe Pfizer, Eli Lilly about their D2C telehealth platforms: But we don’t expect a slowdown in Big Pharma’s push into direct-to-consumer sales. Here’s why.