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Did you listen to the latest quarterly earnings call of Exact Sciences on October 29th? It was insightful.
It has been a busy year for GI consolidation. Sometimes we don’t realize the pace of activity unless we look at it all at once (see this illustration).
We were recently at the GI Outlook 2019 conference in LA. As with GI Roundtable, the conference attracts GI leaders interested in the business of gastroenterology. Topics and discussions gave plenty of insights of what concerns the GI industry at this time. Big insurances. Private equity. Colonoscopy. Private equity. Burnout. Private equity. MSOs. Did I mention private equity?
A PE fund recently wanted to pick my brains on their investment strategy. They found me through my book. It wasn’t just any investment strategy. It was about finding their sweet spot in gastroenterology. How should they fit in? How should they stand out? Where’s everything going?
Every once in awhile there comes a well-researched and clearly-written book that deserves to be read end-to-end. While Dr. Eric Topol’s Deep Medicine’s compass points to the future, the book’s heart is rooted in compassion and deep concern for patient care.
There are a few GI investment models brewing. Some of these are beyond private equity (PE). Read on for insights on what’s underway.
When I first heard someone suggest this, it struck me as odd. ‘How can independent gastroenterologists be employed by Medicare?’
This past weekend, we were at The GI Roundtable 2019 in Seattle. It was a congregation of GI leaders (both doctors and administrators) from various parts of the country. Discussions spanned from clinical to business. There were plenty of insights.