HAP Insights

Research and notes on patient growth in healthcare investing.

Articles on patient-acquisition economics, diligence and integration, including the PMD Framework series: one article for each dimension.

Series

The PMD Framework

Seven dimensions for testing whether a healthcare target’s patient growth is built or bought.

About the framework

  1. Acquisition Economics

    What does a new patient actually cost, and does that cost hold as spend scales?

    Read

  2. Demand Composition

    Is marketing creating new demand, or capturing patients who would have arrived anyway?

    Read

  3. Measurement Integrity

    Can the reported numbers be traced to real patients and real revenue?

    Read

  4. Concentration & Exposure

    What breaks if one channel, platform, location or referral source changes?

    Read

  5. Scalability & Market Headroom

    Is there room to grow volume at an acceptable cost in the markets the thesis depends on?

    Read

  6. Operating Resilience

    Will the engine keep working through ownership change, integration and turnover?

    Forthcoming

  7. Growth Quality Synthesis

    Taken together, is patient growth built into the business or bought for the sale?

    Forthcoming

All articles

Latest from HAP Insights.

PMD Framework · Scalability & Market Headroom

Healthcare Marketing Scalability: Can Spend Really Scale?

This is Dimension 5 of 7 in the Patient Marketing Diligence Framework, a standard for evaluating whether a healthcare target’s patient acquisition is built to last…

· 4 min read

PMD Framework · Concentration & Exposure

Marketing Concentration Risk: One Platform, One Bad Quarter

This is Dimension 4 of 7 in the Patient Marketing Diligence Framework, a standard for evaluating whether a healthcare target’s patient acquisition is built to last…

· 3 min read

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