Our Insights

We dive deep and understand every aspect of the challenges and opportunities in healthcare by collaborating closely with the providers, payers and healthcare organizations across our strategic network. These are the insights that guide or thesis-driven approach to investing.

Impact Report

by Ellen Herlacher & Yoola Adeniji

2025 marks our 25th anniversary at LRVHealth. Over the past two decades, we’ve grown in many ways — adding new team members, partnering with executive advisors and strategic limited partners...

Market Brief

by Josh Flum, Lise Courtney D'Amico & Karen Au Yeung

Despite being in the news regularly, few people in the industry truly understand the nuances of the 340B Drug Pricing Program. But this program is becoming critical to the economics of stakeholders...

Market Brief

by Yoola Adeniji

Advancements in surgical technology and therapeutics have improved outcomes for many cancer patients, resulting in 18 million survivors (and growing). So, surely cancer care is getting...

Market Brief

by Josh Flum, Lise Courtney D'Amico & Karen Au Yeung

A wave of change is occurring in the infusion market, creating new complexities, challenges, and opportunities for providers who administer infusion drugs, patients who need those drugs, and payers...