CLIENT PORTFOLIO SAMPLES

Example 1---Preventive Healthcare

Angel investors were interested in a new screening test for memory deficit. 

After comparing it with other similar screening tests, talking with patients who took the screening tests, and meeting with executives from the company, he felt the product had significant strengths. 

However, after interviewing prospective physicians, he came to the conclusion that they would not purchase it. In fact, Dr. Heller was aware of a large pharmaceutical company’s attempts to market a similar screening test by offering it free to physicians to find a channel to sell their memory drugs. This failed, even though it was provided to the physicians without cost as the doctors did not have the time to administer the test or explain the results to their patients.

Example 2---Healthcare Diagnostics

A venture-capital firm was interested in using a new MRI device for an off-label application of the medical device. However, Dr. Heller advised against investing in this technology because of issues of poor insurance reimbursement which would have significant negative effects on the purchase of this device.