Archive
Everything published by Hospitalogy.
July 2025
- JUL 31🏥 Ambient AI - what in the world is going on?Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 29🏥 HCA: Business as Usual in Q2Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 25🏥 Tenet Crushes, Once AgainReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 23🏥 The Coming ACA TsunamiReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 21LiveData: The Smart OR Partner Optimizing Surgical Capacity for HospitalsExecutive Summary on LiveData: The Hospital OR Throughput Problem The operating room (OR) and perioperative suite is the lifeblood of a…
- JUL 18🏥 Are Health Insurers Uninvestable?Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 16🏥 10-year Utilization ProjectionsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 11Hospitalogy's Greatest Hits
- JUL 9🏥 Medicaid MadnessReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 3Nutex Health: Adeptus 2.0 or a legit micro hospital network strategy?Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JUL 3June RecapThe Monthly Executive Summary Notable moves, policies, and strategies from around healthcare.
June 2025
- JUN 26Nonprofit Q1 financial and operating breakdownHospitalogy Nonprofit Health System Q1 Comparative Analysis: in Tables and Charts CommonSpirit Advocate Providence Ascension Trinity Revenue Metrics Direct Expense Metrics Volume Metrics Change in Operating Income Per Patient Day Metrics Venture Spotlight Notable Startups and Fundings
- JUN 25Abridge’s $5.3B AscensionAfter several marquee late-stage fundraising announcements last week between Sword, Nabla, and Tennr, today Abridge announced a $300M Series…
- JUN 25Mission Mobile Medical: Shifting Upstream to Unlock ValueThe Value Prop: TL;DR Access to care and Quality improvements in rural geographies are big hairy problems.
- JUN 24Ascension Seals the DealAscension Turnaround Takeaway #1: M&A has Improved the Nonprofit’s Financial Trajectory Ascension is on a soul-searching journey.
- JUN 18Breaking down Nabla, Sword, and Commons Clinics’ recent raisesNabla announces $70M Series C Nabla’s assistant already supports over 85,000 clinicians across 130+ health systems and is now expanding…
- JUN 13Private Practice is DyingPhysician Practice Employment Dynamics in 2024: The Latest Numbers I shared a graphic and a brief blurb about this in last week’s newsletter…
- JUN 12CVS vs. Amazon, and Healthcare ConsumerismCVS’ $20B Consumer Pivot CVS, the company with over $370B in revenue yet an $80B market cap, the company known as ‘3-letter’ to pharmacists…
- JUN 5Ascension, AmSurg, and ASCsAscension Rumored to be buying AmSurg in $4B move After emerging from bankruptcy by an investor group not necessarily looking to hold a…
- JUN 3Hospitalogy Mid-Year UpdateHospitalogy the Connector: Announcing my First Ever in-person event, the Hospitalogy VBC Retreat A not-so-subtle trend has been playing out…
- JUN 2PEP Health – Tackling the Issue of TrustPEP Health’s Bold Bet on Trust PEP Health is on an ambitious journey, and they’re going all in.
May 2025
- MAY 29Visualizing The Top 50 Health Systems’ Operating Margin Performance in 2024Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAY 29The Hospitalogy May Healthcare RecapJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAY 23The Health System Innovation Engine Picks up Steam in 2025I’ve covered quite a bit of the health system transformation and innovation ecosystem in the past, and I find it really interesting to learn…
- MAY 23Omada’s S-1, Hinge Health’s Q1, Andrew Witty Steps Down, CMMI’s new vision, and moreOmada Health is next up on the public markets, files its S-1 to follow Hinge Omada filed its S-1 (linked here in all its glory) on Friday…
- MAY 23The Fairview Turnaround: Talking all things Fairview Health Services in 2025 with President and CEO James HerefordHospitalogists, This essay continues my ongoing series on interviewing health system leadership.
- MAY 23Value-Based Cardiology Care the Karoo WayIntroduction to Karoo Health and why Value-Based Cardiology Care is the Next Frontier The next frontier of value-based care is, of course…
- MAY 23340B Medicine Markups: How Hospitals Are Profiting While Patients Pay the PriceThe following is a sponsored article from PhRMA.
- MAY 23Privia’s Quiet Powerhouse: Blake’s Q1 ReviewToday we dive back into Privia’s recent performance, management commentary, and value-based care / physician employment implications.
- MAY 8🏥 The Fairview Turnaround, Part 2Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- MAY 1For-Profit Hospital Q1 BreakdownHospital Q1 2025 Earnings Themes: Key Takeaways and Scorecard Expanding margins, rising acuity, favorable payor mix from exchange volumes…
April 2025
- APR 29HCA Q1 25 BreakdownTL;DR The machine rolls on. HCA entered 2025 with solid volume growth, a stronger payer mix, and wider margins while funneling cash into new…
- APR 24The Top 20 and Top 80 Health Systems by Total Revenue, Patient Revenue, and Revenue Growth as of December 31, 2024 FinancialsToday we’re taking a dive into the world of hospital and health system financials, specifically looking at total revenue and patient…
- APR 23UNH’s Disastrous Q1TL;DR: UnitedHealth Group’s worst quarter…ever?
- APR 21The Health System Navigation Problem and Why You Should Fix Your Leaky Referral PipelineHealth systems have a glaring navigation problem, and it’s leading to network leakage and specialist capacity challenges.
- APR 18🏥 How Baylor LeadsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- APR 17Pete McCanna – a wide-ranging Hospitalogy Interview with Baylor Scott & White’s CEO on Leadership and Health System TransformationI recently had the opportunity to sit down with Pete McCanna, the CEO of DFW-based Baylor Scott and White, one of the, if not the best-run…
- APR 16🏥 Breaking down Baylor's EconomicsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- APR 14Under the Hood with the GarageOften the best companies in healthcare are the ones who don’t care to be recognized.
- APR 8Omada Health and the Dropout ComebackJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- APR 4“I just wanna f*ck up healthcare.”I revisited my conversation with Mark Cuban on PBMs, transparency in healthcare costs, and why pharma is the “easiest business [he’s] ever…
- APR 2🏥 MA Market UpdateToday's is your usual mid-week check-in to everything happening across healthcare. Enjoy!
March 2025
- MAR 28NeuroFlow: Solving the Behavioral Health Fragmentation ProblemToday we’re diving into the world of behavioral health, the structural problems this industry faces, and how risk-bearing organizations…
- MAR 27DispatchHealth and Medically Home merge, Updates on Marathon Health, 23andMe’s Bankruptcy and more Healthcare news this weekJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAR 26Wellvana Acquires CVS MSSP BizI had a chance to chat with Wellvana’s CEO Kyle Wailes about the Wellvana-CVS acquisition recently announced, so here’s a nice little…
- MAR 24The Cost of Medicine: Who Gets Paid and Who Gets Left BehindHalf of every dollar spent on brand medicines goes to entities that play no role in the research, development, or manufacturing of those…
- MAR 21🏥 March Recap🔔 Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- MAR 18Walgreens: The Empire That Blew ItThe same company duped by Theranos a decade ago is dying a painful death. Who’s surprised?
- MAR 14The Hinge Health S-1 BreakdownJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAR 14🏥 Hinge Health: Bull or Bear?Another week down and it’s already mid March. Q1 is nearly over. Isn’t that crazy?
- MAR 11Privia Health’s Q4 2024 and 2025 Outlook: Disciplined CompoundingJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAR 4Key Themes from Hospital Earnings Season: Breaking down HCA, Tenet, UHS, CHS, and Ardent CommentaryJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
February 2025
- FEB 27PE’s Healthcare Power Play: Big Bets, Bigger Exits?Happy Friday, Hospitalogists! Today’s send is an overview of Bain’s recent healthcare private equity report (linked below) which always…
- FEB 26GLP-1 Shortage = OverWelcome to Hospitalogy, a newsletter breaking down healthcare finance, M&A, and strategy twice weekly.
- FEB 24SmarterDx: The AI-Powered Revenue Boost Hospitals Didn’t Know They NeededTL;DR: the SmarterDx Breakdown. Schedule a demo today SmarterDx: The AI-Powered Revenue Boost Hospitals Didn’t Know They Needed Let’s talk…
- FEB 21Meet Tom: AI-Enabled Primary Care as a Service, Built to ScaleHappy Friday Hospitalogists! Today’s essay is a special one.
- FEB 20ViVE 2025: All Aboard the Agentic AI Hype TrainWe’ve just wrapped up a successful ViVE and so in customary fashion I’ll give you a breakdown of some of the conversations I had, what I…
- FEB 19🏥 Opening the vault…This send is coming live to you from ViVE!
- FEB 14Tenet’s 2025 Outlook and 2024 Breakdown: All-in on USPIFor all folks attending ViVE – Join me at the official Hospitalogy meetup with Navina.
- FEB 12Nabla: Restoring the Joy of MedicineTL;DR: Nabla’s team of AI scientists and researchers have built a robust ambient AI documentation assistant for physicians and clinicians.
- FEB 12🏥 Comeback kidsI have one extra send coming tomorrow for you guys, which will be a treat.
- FEB 6🏥 Cost Plus DisruptionToday's is a recap of my conversation with Mark Cuban along with some quick thoughts on vertical integration in the drug distribution space.
- FEB 42/4 Weekly RoundupHealthcare Headlines Note: in my last newsletter I stated Cambia Health and Arkansas BCBS were merging.
January 2025
- JAN 30Breaking down HCA Healthcare’s 2024 and how the largest Health System is thinking about 2025On February 4th I’ll be chatting with Mark Cuban to talk all things PBM disruption, Cost Plus Drugs progress, and everything in between.
- JAN 29January RecapJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JAN 28Key Themes from Hospitals and Health Systems at JPM 2025Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JAN 23🏥 2025 Outlook RoundupDallasites - come to my happy hour today ( yes, like in 2 hours ) at 6 at Community Beer Co! Link here
- JAN 16JPM Healthcare Conference Part 2Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JAN 14Breaking Down AdventHealth’s Grand StrategyJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JAN 9🏥 2024 Tectonic Plates in HealthcareToday's send is short and sweet as the 2024 year in review series continues - an overview of a podcast I recently was on to discuss the new…
- JAN 7Healthcare Year in Review Part 2: Past Peak Hospital?Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JAN 3Hospitalogy Healthcare Year in Review Part 1: Big Picture Themes from 2024Happy 2025. To all the healthcare workers doing overtime in the ERs over New Year’s, we appreciate you.
December 2024
- DEC 31Hospitalogy Wrapped 2024: the Good, Bad, and Ugly of Scaling a B2B Healthcare BrandHospitalogists, Today’s edition is a Hospitalogy brag letter, where I talk about the Hospitalogy brand, what happened in 2024, and where…
- DEC 238 Predictions for Healthcare 2025: What the Market is Signaling for the Year AheadWelcome back to the annual Hospitalogy Soothsayer Special!
- DEC 23🏥I'm sending today due to the holiday, and you won't be hearing from me on the 26. I hope you all have a restful holiday season.
- DEC 17🏥 Centene's Growth JourneyAfter gobsmacking you with about 100 links in last Thursday's send, today's newsletter is focused on Centene, its investor day, and broader…
- DEC 13Walgreens’ WoesHospitalogists, Happy Friday! It’s holiday season.
- DEC 10On Last WeekI don’t normally dive into opinions or commentaries on things like what happened last week, but man…I have been feeling off.
- DEC 5340B: Breaking down the most misunderstood healthcare program in historyDespite being in the news regularly, few people in the industry truly understand the nuances of the 340B Drug Pricing Program.
- DEC 3How Zorya is Supporting Women in HealthcareHappy Tuesday! I hope you guys had a great, restful Thanksgiving. HOW BOUT THEM LONGHORNS?? Let’s run it back, Georgia.
- DEC 2The 30 Best Healthcare Business NewslettersIn a big way, I draw inspiration from what other people are writing or talking about online along with what I personally find interesting in…
November 2024
- NOV 26From LifeStance to Zarminali: A Veteran Healthcare Leader’s Vision for Connected Pediatric CareDanish Qureshi has been here before. As the former President and COO of LifeStance Health, he helped scale a behavioral health platform to…
- NOV 21🏥 Ambient AI's EvolutionWe're back with a news roundup of interesting & notable stuff from the past week-ish or so. Enjoy the rest of your week.
- NOV 20🏥 One Step BackToday's post is a quick look at Forward Health. I hope you're all having a great week!
- NOV 15🏥 Inside Longitude HealthI’m excited to share this article with you guys!
- NOV 12Drug Distributors Double Down, HATCo’s deal with Summa, and a Finalized Fee ScheduleIf you’ve missed my recent Hospitalogy emails and announcements, I recently revamped my community offering – including new pricing tiers and…
- NOV 82024 Election Implications for a Trump and Republican-Led GovernmentI want to preface this by saying I’m not a policy expert or commentator, but these are my thoughts on the implications of the election…
- NOV 5🏥 Oncology Vertical IntegrationI'm currently recovering from a 20 hour travel day with a one year old after some terrible Dallas weather, so today we're diving into an…
October 2024
- OCT 31October Healthcare RecapWelcome to Hospitalogy, a newsletter breaking down healthcare finance, M&A, innovation, and strategy twice weekly.
- OCT 29🏥 HCA Q3 AnalysisToday's is a quick dive into HCA's Q3. I'm busy putting all the hospital earnings reports together for the community so enjoy the executive…
- OCT 28How to Turn Credentialing Compliance into a Win—Before It Turns on You—with MedallionHospitalogists, Today continues my series with Medallion on all things credentialing along with a live demo day on November 19 where you can…
- OCT 25Heard at HLTH: The Hospitalogy HLTH 2024 RecapI hope you all had a great HLTH conference for those in attendance like me.
- OCT 23Astrana, Awell, and the Emergence of CareOps as a VBC DifferentiatorI wanted to share a recent great conversation I had with two leading organizations in healthcare and value-based care: Astrana and Awell.
- OCT 19🏥 VBC DifferentiationI'm currently pregaming for Texas vs. Georgia sitting peacefully on my couch reading about healthcare and I wanted to share a recent great…
- OCT 15CommonSpirit Health’s 2024: a Breakdown of the Largest Nonprofit’s Year of Portfolio RealignmentOne quick ask: I’m trying to hit 50,000 subscribers by the end of the year.
- OCT 10A New Health System Consortium: Longitude HealthHealth Systems with Combined $60B in Revenue Form Longitude Health Longitude Health is like a cross market merger without the merger.
- OCT 8Reimagining Women’s Health: Maven’s 10 Year, $1.7B JourneyMaven Clinic’s $125M Series F: The Journey so far, and the Road Ahead Maven Clinic, a leading tech-enabled women and family health startup…
- OCT 3Humana’s Medicare Advantage SqueezeToday we’re looking at Humana and the operating challenges ahead for the Medicare Advantage focused enterprise.
- OCT 1A CVS Breakup, Hinge’s go-public rumors, and an Epic BreakdownSending thoughts and prayers to the city of Asheville as it deals with extensive damage from the hurricane.
