All eyes are on the hullaballoo created by the challenges at Healthcare.gov and several of the states’ public insurance exchanges. Yet all the while, like in a magic show, attention has been diverted from the real action going on elsewhere. Quietly and in a relatively drama-free way, the private health insurance exchanges are busily taking […]
Psilos Releases Annual Healthcare Outlook Report: A Golden Age in Healthcare Investing
Hello all. Every year for the last five years Psilos Group, the investment firm for which I work, writes and disseminates a white paper which we call our Annual Healthcare Outlook. Today we released our paper for 2013, which is titled: The Affordable Care Act: Catalyzing a Golden Age in Healthcare Investing. The entire Outlook […]
Vision Without Execution is Hallucination
Recently Steve Case wrote an Op-Ed in the Washington Post called Give Entrepreneurs Room and They Will Grow the Economy. For those not familiar with him, Case was the original founding CEO of AOL and he has been an active healthcare investor, among other things, for the past 7 years. My firm, Psilos Group, has […]
Go Bryce!
You know how they always say that in venture capital and private equity investing, great management is even more important than a great idea? Well, when you get both together, it’s like finding a rainbow-colored unicorn. So please meet our unicorn du jour, Bryce Williams, CEO of ExtendHealth. Bryce is the poster child for dedicated, […]
How Health Insurers Can Avoid Being Blockbuster in a Netflix World
Talking about health insurance is a good way to clear a room. It is a rare person who is excited to interact with their insurance company or who can understand the explanation of benefits they receive in the mail detailing all of the things that the insurance carrier has decided not to pay on their […]
Sound and Fury Signifying Quite a Lot, Actually
This last week I attended Health Evolution Partners’ Leadership Summit in Laguna Niguel. If you have to leave home for work, Laguna Niguel is the place you want to go. I had a moment during the closing dinner where, on the lawn just beyond my ocean cliff-side table, there were six little bunnies hopping around […]