close
6 Pages
6Pages write-ups are some of the most comprehensive and insightful I’ve come across – they lay out a path to the future that businesses need to pay attention to.
— Head of Deloitte Pixel
At 500 Startups, we’ve found 6Pages briefs to be super helpful in staying smart on a wide range of key issues and shaping discussions with founders and partners.
— Thomas Jeng, Director of Innovation & Partnerships, 500 Startups
6Pages is a fantastic source for quickly gaining a deep understanding of a topic. I use their briefs for driving conversations with industry players.
— Associate Investment Director, Cambridge Associates
Read by
BCG
500 Startups
Used at top MBA programs including
Stanford Graduate School of Business
University of Chicago Booth School of Business
Wharton School of the University of Pennsylvania
Kellogg School of Management at Northwestern University
Reading Time Estimate
5 min read
Introducing the 6Pages Industry Review series
In less than two years since we started publishing research, we’ve covered 221 market shifts (47 Briefs, 174 3 Shifts pieces) spanning a wide array of industries.
We often get asked whether 6Pages has an industry focus. We do take an industry lens at times but what we focus on – and what distinguishes 6Pages – are far-reaching market shifts that cut across industries. We systematically scan the marketplace across thousands of signals to discover what’s coming over the horizon. Then we connect dots to present a deeply researched narrative on what’s happening and what it means.
While we’re not industry-first, along the way we’ve accumulated sizable repositories of deep research covering some of the most important dynamics underway within multiple industries.
In our new Industry Review series, we’re surfacing our research by industry – making it more accessible to those in the 6Pages community who prefer the industry lens. For our first – thanks to a suggestion from one of our Members – we’re putting a spotlight on Healthcare (Providers, Payors & Life Sciences).
In this Industry Review, 6Pages looks back on the biggest shifts we've covered in Healthcare – from greater price transparency to RNA-based therapies to psychedelic-based treatments.
Providers
Accessible and interoperable consumer health data
“The new HHS rules are transformative, for better or worse – forcing open access to patients and allowing them to decide how their health data is shared with third parties, while exposing them to misuse.”
Read more in Brief #26: The new HHS rules & shifting regulatory landscape around health data/AI
Adoption of telehealth and the new in-home healthcare
“The new in-home healthcare brings together telemedicine, house calls, online pharmacy, direct-to-consumer solutions, remote monitoring, and API-based interoperability.”
Read more in Brief #39: Telemedicine, house calls & the new in-home healthcare
Cloud-based and AI-powered health services
“Microsoft’s investment speaks to its bullishness about the cloud opportunities in healthcare – an industry that has rapidly digitized during the pandemic. Telemedicine has exploded in usage, alongside demand for remote monitoring, care coordination, data integration and interoperability.”
Read more in 3 Shifts: Microsoft acquires Nuance to bolster its Healthcare Cloud & natural-language capabilities
Amazon in “virtual-first” consumer healthcare
“As with any space that Amazon enters, Amazon instantly becomes a player to watch. Its strategy tracks those of established incumbents such as Teladoc and Amwell – but it may be able to move faster in delivering on the industry’s vision of integrated physical-virtual care.”
Read more in 3 Shifts: Amazon Care offers its telemedicine & in-home healthcare service to other companies’ workforces
“Amazon Pharmacy’s recurring prescription refills and smaller packages fit well into its operations, Prime member strategy, and ambitions to know customers intimately and entangle them in its ecosystem.”
Read more in 3 Shifts: Amazon Pharmacy launches on Amazon.com with free delivery and Prime-member discounts
Wearables as part of care beyond traditional provider settings
“Emergent medical data” or health information inferred by AI from everyday consumer behavior (e.g. social media posts, searches, smart-device interactions) can offer a richer whole-person view of the individual. This can help a big tech firm identify health conditions and enable care outside of a traditional provider setting.”
Read more in 3 Shifts: Amazon enters wearables with Halo wellness band & subscription service
Greater price transparency by providers
“In addition to greater scrutiny of hospital consolidation, Biden’s executive order directs HHS to support price transparency by providers and insurers.”
Read more in 3 Shifts: The biggest shifts in Biden’s sweeping executive order on competition
Growth in fertility & “femtech” services
“The growth of players like Modern Fertility suggests the fertility space is a growing target for investment and innovation. 180M people globally suffer from infertility, including 15% of couples in the US...The broader femtech category, historically underfunded, is lately also seeing increased investment interest.”
Read more in 3 Shifts: Ro’s $225M Modern Fertility acquisition and the growth in fertility & “femtech” startups
Acceptance of digital treatment for mental health
“As seeking help becomes destigmatized and app-based solutions prove their effectiveness, we can expect to see greater acceptance of digital treatment options that address more complicated and sensitive mental-health issues.”
Read more in 3 Shifts: The expanding reach of mental wellness and teletherapy
Psychedelic-based treatments are coming
“The stage is set for a new, innovative class of prescription treatments that can address persistent mental conditions. Society and policymakers are signaling a greater willingness to decriminalize psychedelics for medical uses. Regulators, in turn, are indicating greater openness to therapies that represent a step-up in efficacy over available alternatives.”
Read more in Brief #44: Will MDMA-assisted therapy be the vanguard for psychedelic-based treatments?
Payors
Greater price transparency by insurers
“The new requirements for insurers will be rolled out in stages. Insurers will have to post online 3 publicly available data files of “in-network provider negotiated rates, historical out-of-network allowed amounts, and drug pricing information” by Jan 1 2022.”
Read more in 3 Shifts: US health insurers (and hospitals) are forced to publicize their negotiated rates
Standardized plan options on the national exchange
“Biden’s executive order directs the HHS to standardize plan options on the national Health Insurance Marketplace and increase price transparency.”
Read more in 3 Shifts: The biggest shifts in Biden’s sweeping executive order on competition
Medicare payments for drugs could be capped
“Specifically, the order directs Health and Human Services (HHS) to implement rules to test capping Medicare payments for drugs at a “most-favored-nation price” – the lowest price at which a given manufacturer sells a drug to any other developed nation.”
Read more in 3 Shifts: Trump’s controversial order to test capped Medicare payments for Part B & D drugs
Life Sciences
Policymakers push back on high prescription drug prices
“Biden’s executive order directs the HHS to develop a plan to combat high prescription-drug pricing, including support for imports from Canada, streamlining the pathway for generics and biosimilars, and banning “pay for delay” deals between big pharma and generics makers.”
Read more in 3 Shifts: The biggest shifts in Biden’s sweeping executive order on competition
“Lowering drug prices is a fairly bipartisan issue in the US, which means some version of the executive order is likely to stick. Joe Biden has supported limits on drug prices – including international reference pricing and direct price negotiation by the government.”
Read more in 3 Shifts: Trump’s controversial order to test capped Medicare payments for Part B & D drugs
Billions are being invested in AI-powered drug discovery
“The pace has picked up of late, with investments in AI-powered pharma firms up 30% in 2020 (vs. 2019) – reaching $1.8B+. There are already 240+ AI biotech startups, and growing.”
Read more in 3 Shifts: Pharma companies invest billions in AI drug discovery
The transformative power of RNA-based therapies
“mRNA and saRNA are being used to target conditions such as HIV, sickle-cell disease, malaria, cancer, liver disease, influenza, cystic fibrosis, myocardial ischemia, and respiratory syncytial virus (RSV).”
Read more in 3 Shifts: The future of RNA-based vaccines & therapies beyond COVID-19
Continuous glucose monitoring & the diabetes-management opportunity
“Continuous glucose monitoring (CGM) – typically worn via a patch with a tiny needle on the back of the arm – has become the latest hot technology. CGM is drawing interest from patients with diabetes, consumers worried about diabetes, athletes looking to manage their energy levels, and “quantified self” enthusiasts. Demand for CGM devices is expected to see rapid growth at 18.8% per year through 2027.”
Read more in 3 Shifts: Continuous glucose monitoring & the billion-dollar opportunity in diabetes management
3D printing is drawn to healthcare’s custom-manufacturing use cases
“Desktop Health will tackle applications in dental, orthodontic, otolaryngology (head and neck), and surgical instruments. It is also researching future applications in orthopedics, ophthalmology, dermatology, cardiology, and plastic surgery.”
Read more in 3 Shifts: Is 3D printing going deeper into the healthcare mainstream?
A new class of psychedelic-based prescription treatments
“The stage is set for a new, innovative class of psychedelic-based prescription treatments that can address persistent mental conditions...As MindMed CEO JR Rahn put it: ‘If the pill wasn’t called LSD or psilocybin and someone told you it had a pretty good chance of helping people with depression, addiction, or anxiety, do you care what the pill is called?’”
Read more in Brief #44: Will MDMA-assisted therapy be the vanguard for psychedelic-based treatments?
Disclosure: Contributors have investment interests in Microsoft. Amazon is a vendor of 6Pages.
Have a comment about this brief or a topic you'd like to see us cover? Send us a note at tips@6pages.com.
All Briefs
See more briefs

Get unlimited access to all our briefs.
Make better and faster decisions with context on far-reaching shifts.
Become a Member
Become a Member
Get unlimited access to all our briefs.
Make better and faster decisions with context on what’s changing now.
Become a Member
Become a Member