Value-Based Care: Health Care Business Model Transformation

In the second episode of Cowen’s Thematic Outlook podcast series, focusing on emerging growth and disruptive innovation, Healthcare Facilities, Managed Care, & Emerging Payor/Providers Analyst Gary Taylor, and Head of Thematic Content Bill Bird discuss Value-Based Care (VBC). Much of the healthcare spending in the U.S. is uncoordinated, wasteful, and influenced by financial incentives. Value-based care aims to change this. Over the coming decade, trillions of dollars of healthcare spending will be redefined by new business models such as VBC. Press play to listen to the podcast.

Today’s topic is value-based care, which is one of the highest growth sub sectors in healthcare. VBC brings into play business model transformation, potentially competing for trillions of dollars of healthcare spending, and where Cowen believes the market has hit an inflection point. Before we dive in, I’d like to provide some background on our guest, Gary Taylor. Earlier this year, Gary published a widely read ahead of the curve report called value-based care, the world turned upside down. The report makes the case for an acceleration in VBC, and its thesis is supported by a proprietary roundtable with 16 key opinion leaders. Payment model innovation and more specifically VBC, was one of three healthcare services mega trends highlighted by Gary last fall when he joined Cowen.