As investors evaluate the value-based care oncology thesis, the opportunity is immense. While the value-based investment space has been hyper-focused on primary care to date, oncology has a unique set of features making it an emerging favorite among specialty investors and a core portfolio priority.
In this briefing, we explore those unique features that position oncology well for value-based transformation. We discuss the status of value-based contracting in oncology, profile investment archetypes frequently under portfolio company consideration, and examine the complexities that must be navigated for successful transformation as oncology is set to take center stage.
We expect to see massive investment in value-based specialty care in the near future. Investor backed platforms will continue to iterate and overcome traditional roadblocks—securing provider capacity, designing smarter models of risk, and enabling care transformation that unlocks lasting value for patients, providers, and payers.