エピソード

  • CVS Health Tinkers, Teladoc Totters, Moderna Tanks
    2024/10/20

    A dinosaur in a fur coat is not a mammal

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    8 分
  • On the "Perverse Rebate System" in the Drug Market
    2024/10/18

    The current economics of the drug market have stopped making sense

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    8 分
  • How to Save UnitedHealthcare from Strategic Collapse
    2024/10/17

    As a general rule, you can’t “fix” an embedded economic system, whether that economic system orbits around Starbucks, Nike, UnitedHealthcare or the U.S. Congress

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    7 分
  • Should JNJ Acquire Walgreens?
    2024/10/15

    The pharmaceutical industry needs a new strategic model for success.

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    9 分
  • Missing from Starboard's "Extensive Slide Deck" to Turn Around Pfizer
    2024/10/10

    Cost-cutting logic is devouring the pharmaceutical industry. The new “turnaround skill” is market innovation.

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    13 分
  • Re: CVS Health Exploring a Break Up
    2024/10/01

    The traditional "business model" approach, which focuses on operational efficiency, is failing to address the deeper need for bigger ideas and smarter strategies. New growth curves (and job security) works with a different ‘turn-around skill’ altogether.

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    10 分
  • The "Strategic Direction" Thing
    2024/09/30

    Shareholder value is not just about business performance. It’s also about story performance.

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    9 分
  • Why the Pharmaceutical Industry Needs to Think Like Quentin Tarantino
    2024/09/17

    Uses Quentin Tarantino's filmmaking style as a metaphor to illustrate how the pharmaceutical industry needs to move away from outdated, formulaic strategies and embrace a more creative, character-driven approach. When it comes to commercial model innovation, drug companies must rethink their storytelling by creating unique, original narratives.

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    9 分