Matt Holt
speaker
356 appearances
2 recordings
1 series
first heard Jan 2020
last heard Sep 2025
Matt Holt’s voice in public audio — every appearance, attributed to the second.
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Appearances
McKinsey on Healthcare · How healthcare investing efforts can drive innovation · 21 Jan 2020
podcast
Two key themes that we're very focused on relate to really investing in businesses that can deploy technology to reduce inefficiencies and thereby cost, but at the same time improve quality.
The second big trend that we're very focused on is really a tectonic shift in the overall ecosystem, which we call the shift to value.
Alternative payment models, the way that hospitals get paid are obvious examples of the shift to value, but there's a lot of other ways of playing this shift, including, for example, in the pharmaceutical industry, we're seeing pharmaceutical companies trying to, over time, evolve their own business models to be on the right side of outcomes.
And we have a couple examples of investments that are really playing at the forefront of this, and one would be a business called Citel, which is the leader in data analytics and, in particular, data management.
around optimization of research and development.
That's a business that takes data from its customers, does a lot of number crunching, really helping to drive productivity of R&D spend for pharmaceutical customers.
And there's a lot of underlying regulatory trends that are opening up that market opportunity for Sitel.
Another example would be our investment in Signify Health, which is leveraging technology in and around scheduling and logistics to drive efficiencies as they deploy doctors and clinicians into the homes
members on behalf of health plans and in particular Medicare Advantage.
It's really an example of taking a technology that we're all using every day with our iPhones via food delivery apps and transportation apps, applying that underlying architecture to the healthcare market but focusing on workflow and bringing those same efficiencies into the enterprise market at scale.
The ownership model is an enabling factor with respect to driving results.
So one of the key themes that we've been focused on in the healthcare investing effort here is really driving technology and innovation into the workflows, into the service offerings of our businesses.
A private ownership structure has allowed us to execute on that playbook faster than the typical public company ownership model, just to pick an alternative.
We can make investments on the basis of long-term return on investment characteristics.
We can make significant investments in the P&Ls of our businesses to enable faster digital transformations to execute faster on the underlying opportunities as we see them.
And we think the private ownership model has additional advantage
There's a talent and recruitment advantage that we have by bringing world-class leadership into the businesses that we're backing has been really important to drive results.
The private model allows us and gives us an advantage when it comes to talent.
We've made 12 investments in what we call health tech platforms to date, and all of them really map into one underlying investment framework, which I describe as having three pillars.
Number one, investing in a model where we can bring technology to bear to reduce administration costs and make the system more efficient.
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