Archive
Everything published by Hospitalogy.
August 2022
- 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.
