Archive
Everything published by Hospitalogy.
January 2023
- JAN 26🏥 Age of EnablementIf you've followed Hospitalogy since launch, you probably know that I'm a big fan of physician enablement platforms.
- JAN 23Dollar General: The Rural Healthcare Savior, or a Fraud?I was all hyped up to start off this newsletter with “How bout them Cowboys?!?!?” But alas…hello darkness my old friend. The real question is whether Dollar General is a fraud just like the Cowboys, or if they’re actually doing something in healthcare. Let’s find out!
- JAN 19Why Public Benefit Corporations are a game changer in HealthcareAledade made an interesting strategic move this week, and I wanted to jump into their reasoning behind becoming a public benefit corporation (PBC), what a PBC is, and how public benefit corporations are a great fit for healthcare.
- JAN 17Intermountain’s Newest PartnerDid I really witness what I think I did last night? 4 missed extra points? 4?! In a row? Unfathomable. But I’ll take the Cowboys W though.
- JAN 11First Dollar: Flexible Health Benefits InfrastructureToday we’re taking a deep dive into the healthcare benefits space. The First Dollar team provided me with some behind the scenes intel on what’s going on in the healthcare benefits space, their business model, the pain points they solve for their customers, and what’s next at the intersection of healthcare and fintech.
- JAN 10What to know about the CVS-Carbon Health Deal and what it means for HealthcareCVS Seals the Primary Care Deal with Carbon Health
- JAN 52022 Year in Review: 13 trends that shaped the Healthcare LandscapeWelcome to the Hospitalogy 2022 Year in Review, where we cover every major healthcare news story in 2022! It’s a good primer to get started if you’re looking to get caught up on all of the key news and trends in healthcare. Some of these stories might look familiar to long-time subscribers since they are repurposed and published into this report!
- JAN 38 Healthcare Predictions for 2023 and what market signals are telling us about the year aheadBased 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 2023.
December 2022
- DEC 29Hospitalogy 2022 WrappedToday’s post is quick, and was a fun one for me. It dives into everything Hospitalogy – how things went in 2022, growth, expectations for 2023, challenges I faced as a creator, and more.
- DEC 22Hospitalogy Choice Awards 2022My picks for the best healthcare content and reads in 2022
- DEC 19Truepill, Cerebral, and the Virtual Mental Health SwampThis week’s Hospitalogy roundup dives into the poor state of the virtual mental health market and more healthcare news
- DEC 155 Insights from Next Generation ACO Results in 2021Today will be all about NGACO performance, context for results, and interesting data points from the analysis.
- DEC 12Cuban’s next target: EmployersThis week’s edition of Hospitalogy dives into Mark Cuban Cost Plus Drug’s move into the employer generics market and more.
- DEC 8Chatting up ChatGPT on HealthcareI’ve been messing around with ChatGPT, a sophisticated artificial intelligence chatbot that has taken the world by storm given its super interesting capabilities. Today I’m diving into the questions I asked it, what I think its current best use cases are for healthcare, and the big limitations it presented.
- DEC 55 Notable Observations from 2021 Direct Contracting ResultsOn November 29, CMS published the results for the 53 entities participating in the Global and Professional Direct Contracting program. After diving into the results, here are some of the biggest takeaways.
- DEC 1Breaking down UnitedHealth Group’s Investor Day and what it means for Healthcare in 2023Today we’re diving into UnitedHealth Group’s (”UHG”) investor day since the $360 billion a year in revenue company can signal a lot to us about what to expect in 2023!
November 2022
- NOV 28Amwell, Talkspace, and the state of the Mental Health MarketThis week’s healthcare news from Hospitalogy includes Amwell potentially buying Talkspace, Oak Street Health earnings analysis, and more.
- NOV 264 Things to be Thankful for in Healthcare in 2022Sometimes I think healthcare discourse can get pretty negative. So here are some things I’m thankful for and organizations doing the most in healthcare.
- NOV 212022: Year of the Cross-Market Health System Mega-MergerAnnounced this week, Sanford Health is planning to merge with Minnesota-based Fairview Health Services in what would create a $14B, 58-hospital merger. Get used to these types of cross-market mergers. The FTC is cracking down on ‘horizontal’ or ‘market dominating’ M&A, but it’s much harder for the Commission to challenge cross-market mergers given current precedent.
- NOV 17Amazon Clinic: What Amazon’s Direct-to-Consumer Launch Means for Hims, Ro, and HealthcareAmazon is focusing most of its healthcare efforts on what it knows best: the consumer. Amazon Clinic is a healthcare play that meshes well with the core strengths of the retail giant.
- NOV 14Privia’s Q3, Nomi Health’s Game-Changing Fintech Launch, and the Insurtech ExodusThis week’s healthcare news includes Privia Health highlights, Nomi Health’s launch of Connect, and insurtechs exiting the MA space.
- NOV 10The 52 Best Healthcare Newsletters and Websites to Follow in 2022I consume a ton of healthcare content and wanted to share my favorite and the best healthcare newsletters and websites to follow in 2022
- NOV 7VillageMD ties the $9 Billion knot with Summit HealthCombined, VillageMD NewCo will operate 4,100 providers (2,150 primary care physicians), 680 locations, 7 million patients, and 125,000 full-risk Medicare Advantage lives. That’s a pretty big deal (pun absolutely intended) as NewCo vaults itself into becoming one of the largest primary care providers in the country and geographically dense (an important feature in value-based care) in the Northeast.
- NOV 3The 6 Biggest Health Tech and Services Deals in 2022This essay breaks down the top 6 health tech and services deals from 2022, including Amazon-One Medical, Advocate-Atrium, and more.
- NOV 1Walgreens, Summit Health, and a $10B price tag?Do you hear that? The M&A rumor mill is swirling once again! This time, it’s a substantial one. Walgreens is reportedly in talks to acquire the massive healthcare organization Summit Health. According to unnamed sources first reported by Bloomberg, the deal would value Summit between $5B and $10B. Yes, billion with a B.
October 2022
- OCT 27Retail Health updates from Amazon, CVS, Walgreens, and WalmartI’ve been looking into the retail health players recently (Walmart, CVS, Walgreens, Amazon). Here’s an update on what they’ve done in 2022.
- OCT 25HCA and Tenet’s Q3 and Cerebral’s 1,000 employee layoffThis week’s news round up dives into HCA and Tenet’s Q3, Cerebral’s 20% workforce layoff, and Apple’s health insurance rumors
- OCT 20Meet Healthcare’s Latest Middleman: Healthcare Staffing FirmsWhile most operators expected the staffing firm explosion to settle down, it has actually stuck around in the midst of labor shortages and increased investment from venture and private equity players. Here’s what’s going on and why staffing firms now have staying power for the long-term.
- OCT 18Everything you need to know from UnitedHealth’s Q3Breaking down UnitedHealth Group’s Q3 2022 performance and other notable healthcare business news from the week.
- OCT 13Insurtechs vs Incumbents: Why Bright, Oscar, and Clover Struggle to Compete with the Health Insurance TitansI’m here to explain why the health insurance business kinda sucks for new entrants.
- OCT 10Medicare Advantage Star Ratings and the bigger pictureThis week’s Hospitalogy news roundup includes Medicare Advantage star ratings and everything else healthcare from the week.
- OCT 6The 19 Biggest Healthcare Business Stories from Q3 2022Here’s what happened in the business world of healthcare during Q3 2022.
- OCT 6🏥 Q3 in ReviewThis week’s send is a doozy and should catch up all you busy healthcare folks on what’s going on in our crazy world!
- OCT 3Value-Based Specialty Care is on its wayThis week’s news roundup includes value-based specialty care news from OneOncology, hospital earnings comparisons between CommonSpirit and Ascension, and more.
September 2022
- SEP 29The Hospital needs to Evolve.Why the traditional hospital model is unsustainable and how the future of care delivery sits in integrated, regional healthcare systems.
- SEP 26Cano Health Catches a BidThis week’s Hospitalogy roundup dives into Cano Health’s takeover bid, CommonSpirit’s 2022 results, Envision’s bankruptcy, and more.
- SEP 22Is the Hospital Dying?Join 9,300+ smart, thoughtful healthcare folks and stay on top of the latest trends in healthcare. Subscribe to Hospitalogy today!
- SEP 19UnitedHealth Group stays winning with Change HealthcareGood morning, In case you missed it: last week I dove into the synthetic data space and how it’s a game changer for healthcare.
- SEP 14Syntegra and Synthetic Data: Solving Healthcare’s Data ProblemIn this essay, we’re going on a journey to understand the growing demand for accessible and actionable healthcare data. I’ll explain why synthetic data in particular holds a unique opportunity to unlock care innovation across healthcare. Finally, we’ll get into why synthetic data holds the potential to solve a solid portion of the pesky, legendary data privacy vs. utility tradeoff that plagues data accessibility in healthcare.
- SEP 12Enter: WalmartWelcome back to another edition of healthcare news. Healthcare never sleeps, fam.
- SEP 8🏥 Healthcare's Data ProblemI’m incredibly excited to share this newsletter with you guys.
- SEP 5Healthcare’s Labor Day Sale – Signify HealthI hope all of my fellow Hospitalogists enjoyed a restful Labor Day weekend!
- SEP 1The 22 Best Healthcare Business FollowsThis newsletter is all about my favorite healthcare business influencers and why you should consider following them too.
August 2022
- AUG 29Amazon is just getting started in HealthcareFrom the outside looking in, the headline about Amazon Care shutting down appears as if Amazon is calling it quits on healthcare. But that’s far from the truth.
- AUG 25The Battle Between Home Health and CMS over the 2023 Proposed RuleAfter CMS proposed a $810 million cut to home health services in 2023, agencies are fighting back. Here’s the story.
- AUG 22Healthcare Bidding Wars continue with SignifyFor my fellow Dallasites, you might be under water in more than one way this week.
- AUG 18Inside the Amazon – One Medical DealThe inside baseball of healthcare deal making and how Morgan Stanley sold One Medical to Amazon.
- AUG 15How Physician Enablement Care Platforms Fared in Q2You all know that I love diving into the care platforms, particularly the affiliate based models (agilon, Privia, ApolloMed). Here’s what you need to know about what they have going on thru the first half of the year.
- AUG 11Why Private Equity Invests in HealthcareIn today’s newsletter we’re diving into the world of private equity and why it’s increasingly prevalent in healthcare.
- AUG 8CVS bids for Signify Health, Aledade partners with Elevance, and Major Drug Pricing ReformThere’s been so much healthcare news it’s been hard to keep up! But don’t worry fam. I gotchu.
- AUG 43 Healthcare Trends to watch in 2023Today I’m diving into 3 stories and trends I find interesting that should continue to play out in 2023: The integration of primary care and behavioral health; Venture capital activity in a recession; and Will hospitals rebound in 2023?
- AUG 13M and Labcorp Spinoffs, Humana Restructures, and Hospital Earnings ContinueICYMI: Last week I dove into the Amazon – One Medical deal.
July 2022
- JUL 28Hospital Q2 Earnings and Payors play HardballTo my fellow Hospitalogists, I’ve been having a blast connecting with thoughtful healthcare folks over the past few months since launching…
- JUL 26Amazon and One Medical: Are we there, yet?Why Amazon will need to do more than buy One Medical to disrupt healthcare. We have a long way to go.
- JUL 21Healthcare Services Valuation UpdateAs far as median multiples across all services sectors that I actively track, 12 out of 14 healthcare services sectors saw a decline in next-twelve months (NTM) EBITDA multiples while ALL sectors saw a decline or no change in NTM revenue
- JUL 18Diving Deep into UnitedHealth Group’s Q2Everyone’s favorite diversified healthcare behemoth UnitedHealth Group reported Q2 earnings on Friday. Surprise surprise, UNH jumped around 5% as its unstoppable train running through the heart of our healthcare system continues to chug along.
- JUL 14The Top 20 Biggest Healthcare Business Stories so far in 2022 – HospitalogyWelcome to the Hospitalogy 1H 2022 year in review! This post will dive into every major healthcare business news story from the first half of 2022.
- JUL 12Primary Care Fire SaleSeveral news stories dropped this week related to payors holding talks with publicly traded facility-based primary care platforms including CVS and One Medical as well as Humana and Cano Health.
- JUL 7Cannabis Potential for Healthcare Cost SavingsCannabis, medical marijuana, and future cannabinoid-related drugs (along with psychedelics) should be studied to determine the impact these use-cases could have on reducing opioid overdoses, increasing quality of life, and saving costs downstream in hospital ERs and drug spend.
- JUL 5Enhabit Home Health Goes PublicEnhabit Home Health goes public and other healthcare business news from this week’s Hospitalogy by Blake Madden
June 2022
- JUN 30Healthcare’s Aftershock after Overturning RoeHow the healthcare system is affected by the Supreme Court’s decision to overturn Roe and leave abortion rights up to the states.
- JUN 284 Supreme Court Rulings that Affect HealthcareWelcome back to this week’s Hospitalogy news round up. Today we’re discussing the take-private trend along with recent Supreme Court cases on PBMs, abortion, Disproportionate share payments, and more.
- JUN 239 Digital Health Partnerships with Health SystemsToday we’re diving into the world of digital health partnerships with health systems. Of the hordes of tech-enabled services companies out there, those partnering with health systems and working to make change there are the ones I’m taking a close look at.
- JUN 21CMS comes after Home HealthWant to get these in your inbox to never miss an edition? Subscribe to Hospitalogy today!
- JUN 16Why Certificates of Public Need SuckWant to get these in your inbox to never miss an edition? Subscribe to Hospitalogy today!
- JUN 14The Fines and Antitrust EditionWant to get these in your inbox to never miss an edition? Subscribe to Hospitalogy today!
- JUN 9Healthcare’s Fintech OpportunityA birds-eye view of the problems facing the healthcare finance world and the opportunities presented to fintech companies in healthcare.
- JUN 7Steward goes All-in on Value-Based Care with CareMaxThis week’s healthcare round-up includes analysis on the Steward Health Care and CareMax value-based deal
- JUN 6“The Golden Age of Older Rectums”BUSINESS “The Golden Age of Older Rectums” Private equity-backed firms are buying out gastroenterology practices left and right.
- JUN 6CVS and the Virtual Primary Care PlanCVS launches another virtual primary care platform, Talkspace attracts buyout offers, and Medtronic and DaVita launch a new Kidney Care Platform
- JUN 2New-Age Health System Mergers – Part 2Welcome to Part 2 of the new-age health system merger. In this essay, Daran and I will cover why we’re keeping an eye on the future of population health management strategies as health system mergers evolve to prioritize risk and additional sources of revenue diversification.
May 2022
- MAY 31CVS Launches Another Virtual Primary Care PlatformVIRTUAL PRIMARY CARE CVS Launches Another Virtual Primary Care Platform Announced this week, CVS is rolling out a new virtual primary care…
- MAY 29Mental Health Care in 2032HUDDLE INSIGHTS Mental Health Care in 2032 Mental health care in 2022 is good but not great.
- MAY 26New-Age Health System M&A – Part 1Today we’re diving deeper into the world of health system mergers and how they’re expected to evolve over time
- MAY 24A Lesson on Accountability for Cerebral and Centura HealthWe’re talking about accountability for one’s actions in this week’s healthcare roundup, for both Cerebral and Centura Health.
- MAY 22Healthcare Supply Chain Gone HaywireSUPPLY CHAIN Healthcare Supply Chain Gone Haywire Hospitals are grappling with yet another serious, pandemic-induced supply chain shortage.
- MAY 22The 10 worst performing health tech and services stocks in 2021Out of the 41 companies tracked in the Health Tech & Services Index, only 3 finished in the green on the year. Today, I’m taking a look at the 10 worst health tech and services stocks and how these operators got here.
- MAY 19The 10 Worst Health Tech & Services PerformersPUBLIC MARKETS The 10 Worst Health Tech & Services Performers Out of the 41 companies tracked in the Health Tech & Services Index, only 3…
- MAY 17Hospitalogy News Round-up: $27 Billion Health System MergerToday we’re covering Advocate’s $27 billion merger with Atrium, Optum’s strategy with SCA, and Envision Healthcare’s recent woes.
- MAY 15The Other EpidemicPUBLIC HEALTH The Other Epidemic By the time you finish reading this newsletter, at least one American will have died from an opioid…
- MAY 12Breaking down physician enablement care platformsThis week, I’m diving into the care platform landscape. Specifically, what pain points are Privia, ApolloMed, agilon, and P3 Health Partners trying to solve? Let’s break down the business model of the new-age physician practice management company and current dynamics facing these guys.
- MAY 10The end of the travel nurse sagaEnd of the travel nurse saga, why I think there isn’t a public digital health bubble, and this week’s M&A, earnings, and favorite reads.
- MAY 8“Roe was egregiously wrong”POLICY “Roe was egregiously wrong” Leaked documents from the Supreme Court reaffirmed what many expected but wished would never happen: a…
- MAY 5The Current State of HospitalsBreaking down the current state of hospitals and the dynamics affecting the larger hospital operators – and what that means for healthcare
- MAY 3Teladoc PlummetsThis week in healthcare: Teladoc loses $6.6 billion in Q1 and the broader health tech implications, why I’m watching staffing agencies this week, Carbon Health and HCA continue to snatch up urgent cares, SSM Health creates an integrated care network with St. Louis University, Nutex completes its merger with Clinigence, Accolade’s woes, and executive moves
- MAY 1Hospitology and Healthcare Huddle – 05/01/2022BUSINESS Strike. Around 5K Stanford nurses went on strike last week. The ask? Better pay and better staffing.
April 2022
- APR 28The Future of Physician Employment and the Physician PracticeWhat’s next for the physician practice and physician employment? Are we repeating the mistakes of the 90s practice management companies?
- APR 27Why Inflation Destroys Healthcare Provider MarginsIf they aren’t already, providers are about to get killed by inflation. How do those dynamics affect healthcare provider organizations? How do healthcare services businesses stave off intense expense margin pressures while also increasing top-line revenue?
- APR 27HCA’s worst Q1 everThis first EVER edition of Hospitalogy dives into HCA’s worst Q1 ever and what their earnings report means for hospitals, Humana’s sale of Kindred’s hospice segment, the unraveling of MercyOne, and some major sell-offs in the public markets.
