In the following Intelligence piece, we explore healthcare claims and electronic health records (EHRs) as alternative data sources for investors. Healthcare claims and EHRs can offer valuable insights into drug/medical device prescribing and utilisation trends. This information has clear applications for investors in pharmaceutical, biotech, and medical device/equipment companies as well as companies responsible for paying healthcare claims such as managed care organisations or other health insurers.

BACKGROUND

As discussed in Part I of this Neudata Intelligence series, healthcare claims and electronic health records (EHRs) are two sources of Real-World Data (RWD) (i.e. they are generated outside of controlled clinical research settings) that can be utilised by investors.

Use cases primarily revolve around the utilisation of a pharmaceutical/biotech/medical device company’s marketed products, which can be used as a proxy for product sales.