The next era of healthcare will be defined by the trend of physician enablement. This morning, the Nephron Research team hosted a conference call to review our thesis and the opportunities where we:
- Introduced and defined the physician enablement sector, a movement that puts the physician at the center with systems, technologies and capabilities to surround those physicians, enabling the capture of value through risk bearing arrangements.
- Explained the factors that are leading to significant growth, including the motivations for payors to push this forward (i.e. working with, not against, physician enablers), as well as the financial incentives for the primary care physician.
- Presented a financial model to value a covered/attributed life, wherein we explained how patients are 5x more valuable to an enabled physician than a Medicare Advantage plan.
- Presented a market model sizing the total addressable market, by segment, where we estimate a total physician enablement market opportunity of $1.9 trillion today, growing at >6% annually to arrive at $3.5 trillion by 2030.
