Archive
Everything published by Hospitalogy.
January 2024
- JAN 9agilon’s no good, very bad start to 2024agilon kicked off the year in the worst possible way for the Medicare-focused enablement firm, announcing a huge cut to its expected financial results. Meanwhile, it also announced the retiring of its CFO on the same day. Goes without saying, but announcing a CFO transition the same day your company slashes your projected earnings is a recipe for disaster, as noted by the utter destruction of shareholder value, down 30% on the day:
- JAN 5Hospitalogy 2023 Year in Review, Part 1: Vertical Integration Dominates the Payor LandscapeThe history and strategy behind Optum – and UnitedHealth Group’s unreal outperformance – is important to know when you contextualize what happened in 2023. It’s why Optum continues to lay waste to the healthcare landscape by buying every company it wants. It’s why CVS started the year off with a bang by acquiring Oak Street Health for a hefty sum, then rebranding its services subsidiary to Healthspire. Payors everywhere are creating Optum-like subsidiaries to follow suit, and this activity accelerated in 2023
- JAN 2CVS Health: Changing the narrative in 2024Good morning Hospitalogists, I hope everyone is having a great first Tuesday of 2024 catching up on those emails you put off the last week…
December 2023
- DEC 28Hospitalogy Wrapped 2023: Musings from a Healthcare Content CreatorCapping off this week’s posts, I’m diving into some thoughts on the growing Hospitalogy ecosystem, including newsletter, community, and more. Consider it a Hospitalogy ‘State of the Union’ headed into 2024 covering big milestones, what worked well for me from a growth perspective, and everything in between.
- DEC 27🏥 Top Healthcare Reads From 2023Hospitalogists, I hope you’re all enjoying a wonderful holiday.
- DEC 21The Oprah Effect: The Shifting Conversation around Obesity and GLP-1sThe story perfectly personifies the broader conversation playing out with weight loss medication and the exorbitant demand coming online for obesity treatment.
- DEC 188 Predictions for Healthcare 2024: What the Market is Signaling for the Year AheadWelcome back to the annual Hospitalogy Soothsayer Special! Parth Desai and I have been brainstorming over the past several weeks on where healthcare is headed in the new year. Based on discussions with industry folks, market signals buried in earnings and disclosures, and our often misguided internal dialogues, here are some of our predictions for healthcare in 2024.
- DEC 17Medallion: Signed, Sealed, CredentialedBreaking down the credentialing process and why provider organizations should consider outsourcing the frustrating process to Medallion’s streamlined service
- DEC 13HCA’s Grand Plan: Breaking down their 2023 Investor DayToday we’re diving into HCA’s recent investor day. How HCA thinks about market density and growth, clinical innovation, nurse retention, physician alignment, financial projections, and challenges on the horizon for the hospital giant
- DEC 12The Demise of HumanCigHumanCig/Cigmana Merger talks end Humana-Cigna merger talks ended as quick as they began.
- DEC 8🏥 HCA's Grand PlanBefore I let you off for the weekend, we're diving into the $60B enterprise that tis HCA Healthcare.
- DEC 4The Healthcare Big 3? Breaking down the Cigna-Humana Merger Rumors & morehow the rumored Cigna-Humana $150B merger might reshape the healthcare payor landscape
November 2023
- NOV 30The 3 Looming Event Horizons in HealthcareAnyway, there are a few inflection points that will define healthcare over the foreseeable future, and I wanted to outline those trends below. If there are any others you consider equally as important, please feel free to reply to this email with your thoughts and opinions. I welcome any and all, as always.
- NOV 28🏥 Giving Tuesday SpecialI hope your bellies and hearts are full after Thanksgiving.
- NOV 21Forward Health’s CarePod: the ‘Bird Scooters’ of Healthcare?Happy Tuesday! What are you thankful for? Here’s what I’m thankful for: no Hospitalogy this Thursday.
- NOV 15A.I. in Healthcare: Will we Lead, or will we Lag?Happy Thursday, Hospitalogists! The Hospitalogy Guest Posting series continues today with a great write-up on the current state of AI in…
- NOV 14Breaking down Q3 2023 Healthcare M&A activityHappy Tuesday, Hospitalogists, I hope everyone is having a great start to their week.
- NOV 9The Physician Shortage: Are Digital Health Solutions Addressing the Issue?Hearing about “the physician shortage” is starting to feel reminiscent of constantly hearing about “clinician burnout”. Everyone knows it’s been going on for a long time and everyone knows it’s a big problem. Many of us assume it’s affecting us in some way, but very few can tell you if anything is being done to fix it, or whose responsibility it is to address it. In this article I’d like to review what has been driving the physician shortage, what has been done (if anything) to address it and explore what types of digital health solutions can truly help solve this problem.
- NOV 8🏥 How to keep it simpleWelcome to a special edition of Hospitalogy!
- NOV 6Blake’s October Healthcare RecapEvery major healthcare business story from the month of October, from yours truly Blake Madden from Hospitalogy
- NOV 2Synthetic Data in Healthcare: the Great Data UnlockHealthcare has always experienced a conflict between the benefits of data and the importance of patient privacy. Synthetic data has the potential to solve a lot of problems associated with data access in healthcare.
October 2023
- OCT 30Breaking Down Hospital Q3 earnings, Carbon’s bad 2023, and Direct Contracting ResultsQ3 2023 hospital earnings updates, Carbon Health’s bad 2023, CMS releases DCE results, a $10.5B health system merger, take privates, IPOs, and more.
- OCT 26The Future of Value-Based Oncology Care: an Interview with Thyme CareWhen it comes to value-based models, cancer care today is where chronic kidney care was five or more years ago. And, just as success with chronic kidney patients relies on a kidney-focused care model that is integrated with the nephrologist, cancer care can be greatly enhanced by deploying oncology-focused clinical navigation in partnership with oncologists.
- OCT 24🏥 Revisiting the Physician Owned Hospital DebateGiven some interesting new developments in the physician owned hospital debate that are resurfacing including:
- OCT 20🏥 The medallion touchWelcome to a special edition of Hospitality!
- OCT 19Where have all the caregivers gone?Worsening maternal health outcomes, nursing burnout, and an aging population don’t sound like a recipe for success. But even with these ingredients, health care executives can leverage specific tools to create a good outcome for their organizations—and the industry.
- OCT 17GLP-1s vs. Healthcare ServicesLots and lots of healthcare stuff happened this week, so here’s your weekly dose of everything you need to know. Luckily you subscribe to Hospitalogy – healthcare’s best kept secret. Shoot this newsletter to a colleague to support the cause.
- OCT 12What’s top of mind for healthcare executives now?The Hospitalogy guest posting series continues with a great piece from Notable Health’s CMO and longstanding healthcare exec Dr.
- OCT 9A VC-Backed Health System?Happy Tuesday, Hospitalogists, The Red River Rivalry never fails to disappoint, and unfortunately Texas was on the losing side this year.
- OCT 5Bending the Cost Curve of Healthcare Inequities: Investment in Primary Care, Communities, and TechnologyToday continues our recent string of guest posters as I’m out on paternity leave and I think you guys will enjoy this one from Equality Health’s CCO Dr. Michael Poku on where investment is needed to address inequalities.
- OCT 2The Hospitalogy September Healthcare RecapThis newsletter will be a comprehensive summary of all of the major healthcare activity from September, for your viewing pleasure
September 2023
- SEP 29State of Healthcare Services ValuationsKey Takeaways I took a look at forward revenue (topline growth) and forward EBITDA (profitability metric) to see how the various healthcare…
- SEP 25BrightSpring’s IPO Comeback?After filing an S-1 in October 2021, then pulling the plug on those IPO plans in late 2022, BrightSpring IPO rumors have re-emerged. The home health and hospice player generated $5.6B in revenue in 2020, and more details to come as it files an updated S-1 assuming IPO plans go through and the healthcare public markets thaw out. BrightSpring’s footprint is impressive with 900+ locations across the U.S. and provision of care for complex patient populations (IDD, polypharma) (Link)
- SEP 21A Data Driven Analysis of 3 Local Healthcare MarketsAs I’m out on leave, today kicks off our guest-posting series, a benefit extended to members of my community, Board Room. Over the next handful of months, you’ll hear from several of them, and first off the block is Michael Stratton, the Founder of HealthDataAtlas, a company focused on providing insights into healthcare markets and the entities that comprise those dynamics. I’ve chatted with Michael about physician dynamics before, and figured this post would be an interesting way to analyze some markets and understand how healthcare strategists think about the world. If you’re in these markets, or if you have any insights to share, please feel free to respond to the e-mail or reach out with your thoughts!
- SEP 19Pearl Health finds a Pearl: WalgreensPearl Health teams up with Walgreens “It’s thought that approximately one in 10,000 wild oysters yields a pearl; only a fraction of those…
- SEP 14Opilio: Healthcare Data LiberationDiving into the emerging healthcare data market and how Opilio wants to capture the long tail of provider organizations.
- SEP 12ChenMed: Breaking Down Walmart’s Scarcity PlayToday we’re jumping into the Walmart-ChenMed rumors and other interesting updates from the week. Heads up – I’m mixing up the format just a little today given the ChenMed news is a bit longer!
- SEP 12Hospitalogy weekly update: 9/5/23 editionhope you all had a restful Labor Day! No major analysis for this week as I get back into the swing of things, but of course I have plenty of…
- SEP 7🏥 Hospitalogy State of the UnionHappy Thursday, Hospitalogists! Every now and then I do more of an introspective post on how I think things are going with Hospitalogy…
August 2023
- AUG 31The 16 biggest healthcare headlines from August 2023No talking about healthcare spice or physician employment dynamics today! We’re simply recapping August and the 16 major healthcare stories in an ultra-skimmable format for your viewing pleasure.
- AUG 28The Kidney Care Race: Interwell Health, Strive Health Find Major PartnersWelcome back to another edition of Hospitalogy.
- AUG 24Who Controls the Healthcare Spice?The meteoric rise of CareBridge, why its success was a foregone conclusion, and how officials hopping between public agencies and private markets can exert outsized influence over unnoticed corners of healthcare.
- AUG 22CVS, Amazon Pharmacy, and Cost Plus Drugs: PBM Disruption or a Blip on the Radar?In likely the biggest news headline of the week, BCBS CA and its 4.8 million member footprint announced its intention to ditch CVS and is replacing that 3-letter void with a consortium of vendors – Amazon Pharmacy for at-home drug delivery, Mark Cuban Cost Plus Drugs for benefit design and medication access, Prime Therapeutics, and Abarca to fill other existing drug benefit functions.
- AUG 17Physician Dynamics are Reaching a Boiling PointIn today’s send I wanted to aggregate and describe a number of factors facing physicians and physician employment in 2023. While I don’t necessarily have a conclusion here, it seems as if a number of these variables are slowly coming to a head across full practice authority, private equity, corporatization, and rethinking physician agency.
- AUG 15Cano Health’s Slow DemiseAfter a long and beleaguered journey to this point, including a lengthy board fight, going concern…concerns, a $150M loan at a 14% interest rate for a year-long lifeline, and a rescheduled Q2 earnings conference call, Cano Health posted dismal results on its Q2 earnings release. The Medicare Advantage-focused senior clinic care platform reported a 103.5% medical loss ratio, meaning that for every premium dollar earned, Cano paid out 103.5% in medical costs. Good on them for subsidizing needed patient care!
- AUG 10CVS Health Bets the House: 4 Takeaways from CVS Health’s Second Quarter EarningsBefore I dive more broadly into key themes from Q2, I wanted to specifically jump into the CVS earnings report, as it was chock full of lots of info covering a lot of big things happening right now. Definitely take the time to read the CVS transcript!
- AUG 7Analyzing HCA, Tenet, CHS, and UHS Q2 2023 PerformanceAs you can see, the for-profit hospital operators enjoyed strong same-store volume growth. On the outpatient side, HCA’s surgical volumes grew 4.0% while Tenet’s USPI ambulatory surgery cases rose by 6.3%.
- AUG 3Amazon’s Emerging Healthcare StrategyAmazon’s activity and movement toward critical mass in healthcare is picking up steam. The retail ecommerce giant has made a number of plays across AWS and cloud, but also interestingly, in care delivery (both virtual and in-person) and pharmacy.
- AUG 1Amazon’s New Healthcare AI PlayAmazon launches HealthScribe, Sanford and Fairview call off their $14B merger, Surescripts monopoly settlements, and more healthcare news
July 2023
- JUL 27The Vertical Integration Imitation GameToday we’re diving back into the world of vertical integration since it’s such a dominant and fascinating strategy amongst the incumbent…
- JUL 25🏥 Family Reunion OverWe’re back with yet another edition of the Tuesday roundup. Time to put your love of healthcare to the test!
- JUL 20UnitedHealth Group’s Q2: A Blip on the RadarTurning back to crusty old healthcare for today’s piece after our panel this morning, all eyes were on UnitedHealth Group’s earnings call to keep a pulse on the latest trends. So, this newsletter is all about the big things I noticed from UNH’s earnings report across utilization trends, some bank commentary on Optum’s exposure to utilization from capitated arrangements, and more.
- JUL 18CMS Proposed Rates for 2024 and American Physician Partners goes downWe’re back to our regularly scheduled programming this week after some fun interludes.
- JUL 13The Hospitalogy Healthcare 1H 2023 Year in ReviewToday we’re diving into the major themes and trends from the first half of 2023.
- JUL 135 Notable Trends from Healthcare Spending Projections1. Healthcare Spending as a % of GDP to hit 19.6% by 2031 In June, CMS released its annual projection of national health expenditures…
- JUL 10What Healthcare Startups Can Learn from The Market’s Emerging WinnersWhile a cohort of 36 recently VC-backed public companies (Recent Publics) far underperformed 44 of their legacy peers (Legacy Publics) in 2022 (~4x greater average losses), that trend has reversed to date in 2023 (~2x greater average gains). On average, this cohort of Recent Publics estimates to grow roughly 3x as fast as legacy peers between 2022-2023 and also 2023-2024. Perhaps looking at this correlation alone may suggest that investors are once again starting to value growth over fundamentals and free cash flow. However, that’s not necessarily true.
- JUL 6🏥 Revisiting 2023 Healthcare PredictionsSince it’s the middle of the year and I’m getting back into the swing of things from vacation, I figured it’d be fun to revisit my…
June 2023
- JUN 27🏥 Optum wins againIf you’re reading this then that means I’ve successfully escaped the 115 degree heat index Dallas summer and I’m enjoying the cool breeze…
- JUN 19Healthcare Spending Projections and a Friday ShutdownLast week, CMS released its annual projection of national health expenditures, containing historical data through 2021. Driven by strong 65+ demographics growth, healthcare spending will outstrip broader GDP growth.As a percentage, spending is projected to rise from 18.3% in 2021 to 19.6% by 2031.
- JUN 15The Return of UtilizationHow the resurgence in outpatient volumes will shape future provider care delivery organization investment
- JUN 15🏥 Volume ReturnsWe saw a big drop off in managed care names as a result of some utilization commentary from UnitedHealth Group, so I figured it was worth…
- JUN 13The Anti-Consolidation vs. Consolidation EditionBJC Healthcare merges with Saint Luke’s, CMS announces a new advanced primary care model, and more healthcare news.
- JUN 8🏥 The Oscar Epic Part 2Happy Thursday! I went to Costco yesterday and restocked on Celsius so we’re taking things to the next level.
- JUN 7The Oscar OdysseyWe all know that many health tech names have struggled since going public. Insurtechs have been no different, as an incredibly difficult industry to crack for a new entrant. Today we’re diving into Oscar’s beginnings, its rise to public company, and then its fall into the abyss. Then, we’ll be taking a look at Oscar’s transformation and atonement for past transgressions, what’s on the horizon for the insurtech, and why, despite past slip-ups, Oscar could be poised for a major comeback.
- JUN 5Home Health Bidding WarsUnitedHealth Group is once again coming for a major home health player. After Option Health Care in early May announced its intention to merge with Amedisys in a deal valued around $10 billion (Amedisys comprising around $3.6B of the combined enterprise at the time), Optum announced an offer to acquire Amedisys outright in an all-cash deal at $100 / share.
May 2023
- MAY 295 infographics on the Big Picture Trends in Healthcare in 2023Today we’re taking a quick dive into some of the major stories that have emerged so far in healthcare in 2023, visualizing them, and understanding the bigger picture behind why things are happening.
- MAY 25Hippocratic AI: Hypocritical, or Not?On May 16, a16z and General Catalyst announced their latest venture investment, pumping $50 million in seed money into a new upstart called Hippocratic AI. The media blitz on this one was so strong, you might’ve thought that the firm had succeeded in raising Hippocrates from the dead. No – instead, Hippocratic AI will focus on building and enhancing a large-language model (LLM) specialized for healthcare to build AI applications. Similar.
- MAY 24The Hospital Strikes Back: Why Kaiser Permanente Formed Risant HealthToday we’re diving into the Risant Health developing story, including Kaiser’s decision to form the new health system and Geisinger’s decision to join it.
- MAY 23🏥 Part 2: The Hospital Strikes BackIf you're reading this I'm spending my last day in Charleston today, and I'll be back in action in Dallas tomorrow. Vacation over!
- MAY 16The Downfall of Babylon HealthThe Fall of Babylon: I don’t relish in the failure of digital health companies – or any business, really. I’m generally a very positive person and hope/wish for the best, especially in healthcare. But firms like Babylon and Envision kinda had it coming for the ways the companies treated investors and patients.
- MAY 11The Rise and Fall of Envision HealthcareThis week, the Wall Street Journal reported that Envision Healthcare, after a long and beleaguered battle, is expected to file for chapter 11 bankruptcy. Given Envision’s history, I thought it’d be interesting for subscribers to dive into a ‘post-mortem’ of sorts on what went wrong in the rise and fall of Envision Healthcare.
- MAY 9Breaking down the Option Care Health – Amedisys $10 Billion mergerDo you hear that sound? It’s the collective groan of equity analysts as they’re forced to update their models for the latest healthcare services merger between home & site infusion operator Option Care Health and home health & hospice provider Amedisys.
- MAY 5Everything you need to know from Privia Health’s Q1Today we’re diving into Privia Health’s Q1 2023 results which were stellar. As a reminder, Privia is an enablement company that partners with physicians to make their lives easier in fee for service land while transitioning patient panels to value-based care arrangements.
- MAY 1Everything healthcare M&A, finance, digital health, and partnerships so far in 2023If you’re reading this when it gets sent, I’m quite literally playing Pinehurst No. 2 right now! Yes, a 7am tee time, I know. Rough.
April 2023
- APR 26Inside the HCA and Augmedix Partnership with Augmedix Founder Ian ShakilToday we’re diving deeper into the HCA-Augmedix partnership announcement.Like we covered last week, Ambient documentation has emerged as a real use-case for AI in healthcare. I wanted to learn more about what’s going on, so I reached out to Augmedix’s founder Ian Shakil. I asked him some pointed questions about the partnership and space, and he was gracious enough to answer with a good amount of detail for Hospitalogy subscribers. I think you’ll enjoy his responses and I’ll mix in my thoughts as we move along.
- APR 25OneOncology’s $2.1 Billion Pay DayThe biggest M&A news of the week comes out of Nashville, Tennessee after TPG and Amerisource Bergen (ABC) announced the acquisition of OneOncology from General Atlantic for $2.1B.
- APR 20AI has entered the ChatDiving into AI in healthcare with an emphasis on Clinical Workflow and Ambient Documentation
- APR 18Froedtert and ThedaCare Merger Analysis, UnitedHealth Group Q1, and more healthcare newsWelcome back to another edition of Hospitalogy, where I break down the latest in the business of healthcare across M&A, finance, strategy, and innovation twice a week! This week we’re diving into the Froedtert-ThedaCare merger and UnitedHealth Group’s Q1.
- APR 13Healthcare M&A State of Play in 2023Recently a host of consulting firms have released reports revolving around valuation, private equity, and M&A activity throughout the healthcare landscape. Being the sicko I am, I read through each of these reports and thought it’d be useful for you guys to parse out some of the key trends and things I found interesting. To read them yourself and join the healthcare sicko community, here are the report links:
- APR 10The $500B company flying under the radarPretty soon we’ll be looking up in a decade and half of the physicians in the country will work for UnitedHealth Group. Love it or hate it, it’s happening. And somehow the acquisitions of a $500B company with 70,000 physicians under its belt are flying under the radar.
- APR 6The Truth about Hospital Financial LossesToday we’re diving into a recent discussion I’ve noticed around hospital finances – non-operating investment losses, what they are, and what…
- APR 4Digital Health Funding Updates, and Cano Health’s Rough 2023Rock Health released its update on digital health funding for Q1 with some notable tidbits, as funding has slowed down over the past few quarters when compared with the Covid bubble. As the advisory firm points out, 2023 funding is trending closer to 2019 levels assuming a steady run-rate in line with the last few quarters.
March 2023
- MAR 30Vibes at ViVE 2023: What I learned at one of health tech’s biggest conferencesFor much of the ViVE 2023 conference I was a fly on the wall listening in on interesting conversations, learning a whole lot, and seeing passionate founders connect with one another to advance innovation in healthcare. Here are some takeaways I had from ViVE 2023.
- MAR 28Oscar Goes Old SchoolOscar Health announced that Mario Schlosser is transitioning to President of Technology at Oscar. Who’s replacing him as CEO? Mark Bertolini. If that name sounds familiar, it’s because he’s the former CEO of Aetna, which sold to CVS for $69B in 2018 which begs the question…might we see Oscar prep for a sale? Something to keep an eye on, especially as Oscar shares skyrocketed 60+% as of this writing. Can’t wait to write about Oscar’s sale in 12-18 months!
- MAR 23I read MedPAC’s March 2023 report so you don’t have toIn this deep dive, I’ll be covering MedPAC’s broader executive summary along with hospital, physician, and payor dynamics, and my thoughts on these topics.
- MAR 21A week of Digital Health Startup Launches, Contigo’s SUD play, and Pear’s Fire SalePremier Health’s Contigo Health announced a really interesting partnership with virtual substance use disorder (SUD) provider Lionrock. The partnership creates a center of excellence aimed at removing the stigma of SUD. I was fortunate enough to catch up with Contigo’s Chief Medical Officer Dr. Jonathan Slotkin, who broke down the major points:
- MAR 16Hospitals’ new Normal and Health Tech’s OpportunityToday we’re diving into recent nonprofit hospital financial results, the new normal for hospitals, and what that might mean for health tech operators.
- MAR 14Inside Best Buy’s big bet on the HomeAlthough Best Buy is leaning into Current to develop enterprise partnerships with health systems, let’s call this what it is – a way for Best Buy to retain and grow retail sales through sticky vendor relationships. Healthcare revenue amounts to nothing in the larger Best Buy organization. It’ll be a while until Best Buy Health is taken seriously. From the Q4 commentary: “We are essentially nurturing a startup within a large-scale organization and leveraging Best Buy’s core assets, including the Geek Squad to incubate a new business. The revenue contribution is currently very small and will take time to ramp as the Care at Home space matures and expands over the coming years.”
- MAR 8More Hot Takes on Physician Owned HospitalsI’m happy to present the first Hospitalogy guest post from Dr. Benjamin Schwartz, who recently began writing his newsletter Dem Dry Bones which pontificates on healthcare and health tech from a physician perspective. I’ve also added in some interesting subscriber perspectives on the physician-owned hospital debate at the end of this post.
- MAR 7UnityPoint-Presbyterian Merger, North Carolina Healthcare Reform, and Walmart Health Expansion PlansThis week’s Hospitalogy roundup includes North Carolina’s historic healthcare reform, mergers between UnityPoint and Presbyterian, and Walmart
- MAR 2Physician-Owned Hospitals: Good or Bad?There’s been discussion around physician-owned hospitals (POHs) after Senator James Lankford reintroduced a bill – the Patient Access to Higher Quality Health Care Act (PAHQHCA – unreal) – that would repeal the ban on POHs. So I figured, why not dive into the two sides of the debate today?
February 2023
- FEB 28Humana’s Irish Exit from the Commercial MarketsGood morning, If you’re in the Austin area for SXSW, join us at our event on 3/12!
- FEB 23Revisiting the LHC Group and Optum $6 Billion DealIn April 2022, a few weeks before launching Hospitalogy, I had the privilege of guest posting on The Health Care Blog (big thanks to Matthew Holt & co). The essay was one of my first deep dives and broke down the announced Optum acquisition of LHC Group for $5.4B, or around $6.4B including debt. Today I’m re-upping that essay and revisiting what has changed since the announcement. This updated essay will touch on similar issues but provides updates in light of recent vertical integration development, challenges facing the home health industry.
- FEB 20A Hospital Valentines’ Day BreakupCommonSpirit Health and AdventHealth, two of the largest nonprofit health systems in the U.S., decided to end their joint operating agreement (JOA) Centura Health – on Valentine’s day, no less! The two will unwind Centura Health’s 20 hospital footprint, with 5 hospitals sitting with Advent and the remaining 15 under CommonSpirit (legacy Catholic Health Initiatives) operation.
- FEB 154 Charts on the State of Hospitals in 2023Taking a dive into the top trends affecting hospitals in 2023, including evolving M&A strategy, physician employment dynamics & more
- FEB 14OneOncology’s $2B Sale Rumor and Players to watch in the Cancer Care SpaceBloomberg reported on February 6th that General Atlantic is weighing a $2B sale of its cancer-specific MSO platform, OneOncology.
- FEB 9CVS, Oak Street Health, and the Great Payor Vertical Integration WarI don’t think our healthcare system wants us to sleep this week!
- FEB 7CVS Health – I was wrong about Oak Street HealthCVS is close to buying the value-based care clinic operator for $10.5B including debt, or $39/share. That’s a ~50% premium to its closing price yesterday of $25.96
- FEB 2What HCA Healthcare is telling us about healthcare in 2023Given how much services organizations are dealing with right now in 2023, I thought it’d be worthwhile to jump into HCA Healthcare’s full year 2022 results as well as what the HCA team expects for 2023. Lots of golden nuggets in this one for fellow hospital operators and provider orgs across:
