Home and alternate-site infusion therapy is a highly fragmented market. Just two large players command 35% to 40% market share while more than 800 smaller providers making up the remainder. And that fragmentation is exactly what’s drawing private equity interest.
Don Hooker, director of research at Bourne Partners, a leading life science investment firm, joins McGuireWoods partner and host Geoff Cockrell to unpack the investment landscape. Don explains that delivering drugs at home or in alternate sites can cost roughly half as much as treatment in an inpatient setting. He also outlines the two main pressures shaping the home infusion space.
Tune in for his insights about reimbursement dynamics, labor intensity, drug pricing and “back-end” strategic buyers such as Option Care Health.