Archive
Everything published by Hospitalogy.
March 2025
- 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.
September 2024
- SEP 26Charted: How Mercy Health Turned it around in 2024You guys liked my overview of Ascension Healthcare, so we’re back with another nonprofit health system that just reported its full fiscal…
- SEP 26Charted: the Top 100 Health Systems by Patient Revenue and Discharges, and the Top 59 Children’s Hospitals by Patient Revenue and DischargesCharted: Top 50 Health Systems by Patient Revenue This (public) information was passed along to me by Brady Post (who also co-wrote this…
- SEP 25Ascension Healthcare’s Wild Year: How Ascension is Redefining itself in 2024 and BeyondAscension recently reported their 2024 report and I thought it was worth looking into for you guys. Long story short, Ascension is in the midst of a rapid strategic shift as they look to exit undesirable markets and restructure the health system’s portfolio and associated assets around what’s working.
- SEP 19🏥 September and August RecapToday's newsletter is a link roundup on major developments across policy, partnerships, innovation, and more - including some great data…
- SEP 18PEP Health: Redefining Care QualityHospitalogists, I’ve been talking with an innovative company looking to redefine healthcare, and I’m excited to share this essay with you…
- SEP 18The Biggest Issues and Trends for Hospitals Entering Q4 and 2025: Analyzing recent HCA, Tenet, UHS, CHS, and Nonprofit CommentaryThe main themes continue to be the main themes for hospitals: utilization is up, acuity is up, exchange volumes are providing material…
- SEP 18🏥 PEP Health: Redefining Care QualityI’ve been talking with an innovative company looking to redefine healthcare, and I’m excited to share this essay with you guys today.
- SEP 17🏥 4 Takeaways for Advanced Primary Care from Astrana's Q2Raise your hand if you’ve been personally victimized by this year’s Fantasy Football injuries disaster .
- SEP 12🏥 Q2 Nonprofit Health System UpdatesI'm back from SF and the Rock Health Summit where we learned about obesity treatment & GLP-1s, food as medicine, what healthcare might look…
- SEP 10🏥 Revisiting 2024 Predictions(Sorry for the Texas propaganda, moving on to healthcare now)
- SEP 5Q2 2024 Cross-Comparison of Public Hospital Operator PerformanceJoin Lumeris’ Rick Goddard, Mercy’s Michael Englehart, and me on Tuesday, September 24 in a virtual event where we’ll be diving into the…
- SEP 3🏥 Wrapping UpI hope you guys enjoyed the long weekend.
August 2024
- AUG 29Emerging and ongoing trends for nonprofit and for-profit health systems entering 2H 2024This week continues our series on major themes from hospital earnings – management commentary, key trends to take note of, financial trends…
- AUG 28Medallion: Credentialing Partners for the Long-TermHappy Wednesday, Hospitalogy fam. Today I’m continuing my series with the Medallion team to break down their value prop for Hospitalogists…
- AUG 27🏥 Drugmakers go DirectI can tell the healthcare folks are BACK from their summer vacations and ready for Q3/Q4.
- AUG 23🏥 Tenet Q2 One-PagerHappy Thursday, Hospitalogists, I’m hitting your inboxes a bit later today but that’s alright because I’ve got some fun hospital analysis…
- AUG 20🏥 Playing Catch UpWelcome to another Tuesday and the blessing of another day of life!
- AUG 19The Ardent Health BreakdownThere’s a new kid (hospital operator) in town by the name of Ardent Health.
- AUG 19The State of Value-Based Care Enablement in 2024You guys know I love the enablement space, and the value-based care space at large.
- AUG 15🏥 One-Page HCA Q2 BreakdownI know I’ve hit you twice this week with a Care Continuity business model breakdown and the latest in retail health, so today’s send is my…
- AUG 13🏥 Retail Health Headwinds + Amazon's Long GameToday's post is a collaboration with Dr. Benjamin Schwartz, who writes the Surgeon's Record and has excellent content.
- AUG 12The Care Continuity Company Breakdown: Transforming Patient NavigationHi Hospitalogists! Blake here. Today, we’re continuing the series on all things care navigation in partnership with Care Continuity (Read…
- AUG 8🏥 Ardent Health Part 3Like I asked on Tuesday, I need a huge favor from you all.
- AUG 7Hims & Hers, and the Brewing GLP-1 Compounding ControversyGLP-1s are on track to be one of the most profitable drug classes of all time – and everyone wants in on the action.
July 2024
- JUL 30Humana Takes over Walmart (Health)Humana’s CenterWell takes over leases at 23 Walmart Health sites On July 24th, Humana announced intentions for CenterWell, its senior…
- JUL 29NeuroFlow: The Deep Costs of Suicide, and the Promise of PreventionToday’s special edition is a deep dive with the NeuroFlow team on the deep costs of suicide, and how new suicide prevention tools hold promise to change the game for families nationwide, along with benefiting our healthcare system to a secondary degree.
- JUL 29🏥NeuroFlow: Suicide Prevention at ScaleToday’s special edition is a deep dive with the NeuroFlow team on how new suicide prevention tools hold game-changing potential to prevent…
- JUL 29🏥NeuroFlow: Suicide Prevention at ScaleToday’s special edition is a deep dive with the NeuroFlow team on how new suicide prevention tools hold game-changing potential to prevent…
- JUL 25🏥 There's a New Kid in TownI'm spending the next couple of Thursdays (part 1 and part 2) on the most recent hospital operator to hit the public markets - Ardent…
- JUL 25🏥 Ardent Health, Part 1I'm spending the next couple of Thursdays (part 1 and part 2) on the most recent hospital operator to hit the public markets - Ardent…
- JUL 25🏥 There's a New Kid in TownI'm spending the next couple of Thursdays (part 1 and part 2) on the most recent hospital operator to hit the public markets - Ardent…
- JUL 23Ardent Health Goes Public, Commure acquires Augmedix, and Surgery Partners up for Sale?SF friends! Come visit me on Wed 9/11 for HealthTech Hang’s happy hour.
- JUL 23🏥 Ardent Goes Public, Augmedix Goes PrivateLots of healthcare news to get through today.
- JUL 23🏥 AI ConsolidationLots of healthcare news to get through today.
- JUL 18🏥 UnitedHealth Group's Q2 in 4 ChartsToday's is a quick scan of UnitedHealth Group's Q2 with some notes and analysis below.
- JUL 16🏥 Summer RecapHospitalogists, To all of you playing CFB 25 and pretending to work, I hear you. Welcome.
- JUL 11Yet Another Cut: Physicians Lose the Fee Schedule Battle AgainSince the 2025 proposed Physician Fee Schedule (PFS) went live yesterday, I’ve put together some jumbled thoughts on interesting tidbits…
- JUL 11🏥 Yet Another Budget CutThis newsletter is sponsored by my wife. It's her birthday today and she's turning the big 3-0, a milestone I hit earlier in the year.
- JUL 11🏥 Yet Another Budget CutThis newsletter is sponsored by my wife. It's her birthday today and she's turning the big 3-0, a milestone I hit earlier in the year.
- JUL 9Not another AI Health Coach: Why Healthcare is Human, and Always will beHealthcare would be a lot better off if we stopped trying to solve human problems with pure software solutions.
- JUL 9🏥 AI ToxicityHealthcare would be a lot better off if we stopped trying to solve human problems with pure software solutions.
- JUL 9🏥 AI ToxicityHealthcare would be a lot better off if we stopped trying to solve human problems with pure software solutions.
- JUL 4🏥 8 Visuals Defining Healthcare in 2024Hospitalogists, A short and sweet one today to cap off the week. Like...legitimately no words - all visuals.
- JUL 2HATCo – a Marketing Ploy, or a Serious Health System Transformation Vehicle? Breaking down the Summa Health AcquisitionHospitalogists, I’m happy to be joined once again by Health Data Atlas founder and Board Room member Michael Stratton.
