Independent analysis using public data

Where should a value-based oncology program launch next?

A state-level market-attractiveness model built from public CMS and cancer-registry data. Set your own weights and watch the ranking change. It comes with a 7-page strategy paper.

Medicare beneficiaries, 2025

68.1M

MA & other plan share

39.7% → 50.9%

Annual cancer cases (2019–23)

1.87M

Current top 3 (your weights)

FL · TX · NY

Scenario:

Weights are relative (normalized to 100%). Move a slider and the map and ranking update live.

Attractiveness map

Warmer (orange) = more attractive, green = less. Orange outline = current top 3. Tap a state for detail.

Florida #1

Score 78.7 / 100 · Recommended market

Annual cancer cases
149,440
Medicare beneficiaries
5,242,870
MA share 2025
56.6% (2020: 48.5%)
Medicare growth/yr
2.30%
FFS $/capita (std.)
$14,680
Incidence /100k
470 (stable)
Oncology clinicians
1,556 (29.7/100k)
Top-3 robustness*
100%

Factor scores (0–100)

Market size94
MA share90
Medicare growth64
Cost intensity100
Cancer burden63
Network feasibility18

*Share of 5,000 random ±50% variations of the base weights where this state ranks top 3.

Ranking, top 15

Orange = recommended markets from the paper (Florida, Texas, New York, chosen under balanced weights).

Findings and recommendation

  • Recommend Florida → Texas → New York. Florida and Texas are top 3 in about 100% of 5,000 random weight scenarios. New York is top 3 in 60% and top 5 in 98%.
  • Medicare Advantage & other plans covered 50.9% of beneficiaries in 2025, up from 39.7% in 2020. That's the main buyer channel for payer-sold specialty programs.
  • Florida has the highest standardized FFS spend per capita ($14,680 vs. a $12,145 median) plus 149,440 cancer cases a year and 56.6% MA share.
  • Together the top 3 hold 22% of U.S. annual cancer cases. California has the most cases (187,921) but ranks 4th on lower MA share and cost.
  • Weight-sensitive: Minnesota rises to #3 under MA-led or Growth weights, and Louisiana to #3 under Cost-savings.
  • Phased plan: validate (0–3 months), then Florida (3–12), Texas (12–24), and New York (24–36) if KPIs are met.

Sources: CMS Medicare Monthly Enrollment (2020, 2025); CMS Geographic Variation PUF (2024); NCI/CDC State Cancer Profiles (2019–2023); CMS Physician & Other Practitioners by Provider (2024).

Limitations: State-level only, so metro differences are hidden. "MA share" includes other plan types and says nothing about which plans buy specialty programs. FFS cost covers all services, so it's only a proxy for cancer cost. Clinician counts cover Medicare FFS billers only. There's no direct competitor or policy data, and the weights are judgment calls. This is an independent portfolio analysis, not advice for any organization.