Case Study
How a life sciences-focused fund uses Earnest healthcare claims data to track drug adoption and predict company revenue
A large healthcare-focused public equity investment team wanted a better understanding of the growing GLP-1 (semaglutide) market. They came to Earnest for:
- A longitudinal analysis of how long patients stayed on GLP-1s, as well as how their use of concomitant therapies evolved
- Insight into total market share of each new GLP-1 drug across brands and detailed claims reimbursements for in-depth analyses of pricing strategy
- The ability to both ingest the data into their
existing platform and quickly query high-level trends