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.
Failure to secure patient data on a vast scale underscores how neglected safeguards put sensitive health information at risk.
Patients prefer AI-generated messages in their EHR: We unpack the results of new research that highlights AI’s ability to show empathy in patient communications.
Haleon debuts AI-powered screening tool for advertising: Marketers are failing to connect with diverse audiences. They’ll need to focus on AI-driven personalization to create resonant content.
Some health systems scale back telehealth offerings: But trimming virtual care too much may cause patients to flee to competing healthcare providers.
AI dominates HLTH conference: We explore the most significant AI news from the event and examine why some health systems feel a sense of urgency to invest in AI.
Novo asks FDA to ban compounders from making GLP-1 copies: The drugmaker argues Ozempic’s key ingredient is too complex to make safely, even during shortages. With patient access to affordable GLP-1s on the line, the FDA has a difficult decision to make.
Blue Shield of California, Salesforce partner to streamline the prior authorization process: But denial rates are soaring. So, things aren’t going to get materially better since insurers are often better off denying expensive treatments.
Biden-Harris administration proposes expansions to the Affordable Care Act: Its timely proposal to cover over-the-counter contraception for free is a shrewd political play to sway undecided voters.
Walmart rolls out same-day delivery for Rx, general items: The new service threatens struggling retail pharmacy chains, but we think Walmart’s main motivation is to capture customers for its membership program.