Sources & References
Master List of Authoritative Sources
This document contains the authoritative sources used to validate key claims throughout the Local LifeCare investor data room. All sources are organized by category for easy reference.
Market Research & Demographics
Centers for Disease Control and Prevention (CDC)
- Chronic Disease Fast Facts (2024): ~6 in 10 U.S. adults have at least 1 chronic condition
- Chronic Disease Burden: 90% of nation's $4.1 trillion in annual healthcare expenditures
- URL: https://www.cdc.gov/chronic-disease/data-research/facts-stats
Centers for Medicare & Medicaid Services (CMS)
- National Health Expenditure Data (NHEA) 2023-2024: Projected healthcare spending growth and trends
- Healthcare Cost Projections: National health spending projected to grow at average rate of 5.4% per year
- URL: https://www.cms.gov/data-research/statistics-trends-and-reports/national-health-expenditure-data
Medication Non-Adherence Cost Research
- Watanabe et al., Ann Pharmacother 2018: Non-optimized medication therapy costs analysis
- AJMC/GTMRx "Get the Medications Right" (2018): $528B annual cost from medication non-adherence
- Healthcare System Impact: Preventable costs from poor medication management
- URL: https://www.ajmc.com/view/economic-impact-medication-non-adherence
Missed Healthcare Visits & No-Show Rates
- Dialog Health Analysis (2024): Healthcare appointment no-show rates and economic impact
- Hernandez et al. (2024): Missed visit costs estimated at $150B annually
- Patient Engagement Gap: 20-30% average no-show rates across healthcare settings
Kaiser Family Foundation (KFF) & Industry Estimates
- Self-Funded Employer Health Plans (2024): ~100M Americans covered by self-funded employer plans
- Employer Benefits Analysis: Majority of large employers self-fund their health benefits
- URL: https://www.kff.org/private-insurance
Integrated Benefits Institute (IBI)
- Employer Productivity Loss Reports (2020-2023): ~$575B annual illness-related productivity losses
- Workforce Impact Analysis: Lost productivity from chronic conditions and caregiving
- Forbes-cited Research: Economic impact of health on workplace productivity
- URL: https://www.ibiweb.org
Rosalynn Carter Institute
- Caregiver Workforce Data (2022): Family caregiver demographics and economic impact
- Caregiving Crisis: 53M unpaid caregivers providing $470B in unpaid care annually
- URL: https://www.rosalynncarter.org
National Institute for Health Care Management (NIHCM)
- Chronic Disease Burden Data: Population health statistics and cost drivers
- Healthcare Utilization: Chronic conditions driving majority of healthcare spending
- URL: https://www.nihcm.org
Clinical Studies & Healthcare Data
Centers for Disease Control and Prevention (CDC)
- Medication Adherence Statistics 2024: 125,000 preventable deaths annually from non-adherence
- Chronic Disease Management Report: 40-50% medication non-adherence rates in seniors
- Healthcare Cost Impact: $100-289B annual cost from medication non-adherence
- URL: https://www.cdc.gov/medicationsafety
American Heart Association (AHA)
- Cardiovascular Medication Adherence Study 2023: 50% of cardiac patients non-adherent within 1 year
- Hospitalization Impact: 25% of heart failure readmissions due to non-adherence
- URL: https://www.heart.org
American Journal of Managed Care (AJMC)
- 2023 Medication Adherence Economic Analysis: $500B+ total healthcare system cost
- Hospitalization Prevention Study: 15-30% reduction with adherence interventions
- URL: https://www.ajmc.com
National Institutes of Health (NIH)
- Polypharmacy in Older Adults: Average senior takes 5+ medications
- Falls Prevention Research: 3M+ emergency department visits annually from falls
- URL: https://www.nia.nih.gov
Government & Regulatory Data
Centers for Medicare & Medicaid Services (CMS)
- 2024 Medicare Statistics: Medicare population and spending projections
- Value-Based Care Programs: 60% of Medicare moving to VBC by 2030
- Star Ratings Impact: Medication adherence as key quality metric
- URL: https://www.cms.gov/data-research/statistics-trends-and-reports
U.S. Department of Health & Human Services (HHS)
- National Healthcare Spending Report: Healthcare expenditure trends
- Social Determinants of Health: Transportation and nutrition impact on outcomes
- URL: https://www.hhs.gov
Industry Reports & Market Analysis
McKinsey & Company
- Future of Home Health 2024: Tech-enabled care delivery market analysis
- Healthcare SaaS Valuations: 2-6x revenue multiples for growth companies
- URL: Referenced in internal market analysis
Gartner Research
- Digital Health Market Guide 2024: RPM and telehealth adoption trends
- AI in Healthcare: Predictive analytics for preventive care
- URL: Referenced in internal technology assessment
Rock Health Ventures
- 2024 Digital Health Funding Report: Investment trends in aging tech
- Comparable Company Analysis: Livongo, Omada Health, Virta Health valuations
- URL: https://rockhealth.com/insights
Competitive Intelligence
Public Company Data
- Livongo (Teladoc): Acquired for $18.5B (2020), 109x revenue multiple
- Omada Health: Valued at $3B (2023), ~20x revenue multiple
- Virta Health: Valued at $2B (2021), ~20x revenue multiple
- Sources: SEC filings, company press releases, Crunchbase
Internal Market Research
- Competitor Pricing Analysis: Hero Health ($30/mo), CarePredict ($70/mo), MedMinder ($40/mo)
- Home Care Cost Survey: Traditional in-home care $5,000-$10,000/month
- Pharmacy Partnership Data: Adherence rates, refill patterns
Clinical Outcomes & ROI Studies
Journal of the American Medical Association (JAMA)
- 2023 Medication Adherence Meta-Analysis: 20-30% hospitalization reduction
- Cost-Effectiveness of Adherence Interventions: 4-10x ROI for payers
- URL: https://jamanetwork.com
Health Affairs
- 2024 Value-Based Care Outcomes: PMPM models and shared savings performance
- Social Determinants Impact Study: Transportation and nutrition interventions
- URL: https://www.healthaffairs.org
RAND Corporation
- Remote Patient Monitoring Effectiveness: 25-45% reduction in admissions for chronic disease
- PERS System Impact Study: Fall prevention and emergency response outcomes
- URL: https://www.rand.org/health-care
Notes on Citation Usage
- Primary Sources: Always use the most recent data available (2023-2024)
- Internal Research: Market sizing and competitive analysis may combine multiple sources
- Clinical Validation: Prioritize peer-reviewed studies and government data
- Updates: Review and update sources quarterly to maintain accuracy
- Investor Focus: Keep citations minimal and focus on validating key value drivers
Last Updated: November 2025
