Happy Tuesday, Hospitalogists!

Today's send is a light one.

I have one extra send coming tomorrow for you guys, which will be a treat. I've been working with the Nabla team to write a deep dive on the Nabla story, and how they're using their ambient AI assistant to help restore the joy to practicing medicine. 

Hope you guys are having a great week. Never forget that healthcare is lit.

Hospitalogy Updates!

• If you’ll be at ViVE: come to my official meetup at the Navina booth where we’ll have a chat around value-based care and everything in between Tuesday afternoon! Sign up here.
• You, me, Intermountain, Devoted Health, and NeuroFlow. Wednesday at 12 CT. Talking behavioral health, how data is shaping programs to move the needle for patients, scalability, and more. Register here!

Weekly News Roundup

Key considerations for decision makers. Notable moves, policies, and strategies

First things first.

Oscar Health’s 2024 (earnings release here). What a chart. A thing of beauty, really. The pirate ship in full effect, pillaging the BUCAs of the sea.

Don’t call it a comeback! But the rubber meets the road in 2026.

Headlines this week:

1. Aledade is adding 500+ practices to its value-based care network in 2025.
2. CMS announces collaboration with DOGE to advance healthcare innovation.
3. Flare Capital analyzes Medicaid innovation and future opportunities.
4. Congress considers PBM reform in upcoming spending bill.
5. Teladoc acquires Catapult Health for $65M to expand chronic care management.
6. Bill Cassidy becomes key player in RFK Jr.'s confirmation vote.
7. Athelas partners with Resilient Healthcare to expand market leadership.
8. Function Health seeks $2B valuation amid rapid growth.
9. NIH pauses research funding under new Trump-era policies.
10. Hims & Hers faces backlash over controversial Super Bowl ad.
11. Humana posts $693M Q4 loss amid rising utilization costs.
12. Walgreens ordered to pay $987M in COVID-19 test contract lawsuit.
13. Amedisys acquires visiting nurse services to expand home healthcare offerings.
14. A judge orders restoration of deleted health webpages from HHS, CDC, and FDA.
15. A judge halts Trump NIH research policy impacting indirect costs.
16. NYU Langone faces backlash over Super Bowl ad highlighting hospital care.
17. States introduce new bills to protect 340B drug pricing.
18. Kaiser Permanente and Tufts University launch national food medicine network.

Fundraising

1. Berry Street raises $50M for its nutrition counseling platform. Nutrition and wraparound services to GLP-1 / weight management seems to be gaining a ton of steam in general. Need to be PC around other services you’re offering!! Can’t just shoot em up with the drug!!
2. Fay secures $50M Series B at a $500M valuation to grow its digital and nutritional therapy platform (as I was saying).
3. Lynx gets $27 million to scale its health and finance benefits all-in-one ecosystem for employers and payors.
4. Zest Health announces $13M in funding to curb unnecessary pharmaceutical spend through high-touch care.

HOSPITALOGY TOP READS

My favorite reads & resources from the week

1. Modern Healthcare reveals 2025 40 Under 40 honorees in healthcare leadership.
2. Agilon Health posts strong Q4 earnings amid growing value-based care adoption.
3. Capital Rx launches unified pharmacy-medical claims platform to streamline benefits administration.
4. Verily and Elevance Health exit Granular stop-loss partnership as market strategy shifts.
5. Regard reaches 5M detected conditions with its AI-powered clinical support tool.
6. Kaufman Hall publishes 2025 healthcare credit outlook highlighting capital market trends.
7. Bain & Company analyzes healthcare M&A trends in its latest report.

JOBS IN HEALTHCARE

The marketing team at Nabla is hiring an Events Manager. We’re looking for someone with experience in healthcare events who excels at planning and executing industry conferences, building meaningful connections, and bringing our brand to life in person.

If you know someone who might be a great fit, I’d love an intro—or feel free to pass this along to your network! Here's the job posting:

https://jobs.ashbyhq.com/nabla/63f9ba3d-ecf8-49b7-8c3e-e3f0910736e7

MISCELLANEOUS MADDENINGS

Random personal anecdotes and musings from me

No MM's from me this week fam but let me tell you, golf season is right around the corner and we're itching to get back out there. The sticks are calling to me. Whispering sweet nothing's in my ear. It's time.

Thanks for the read! Let me know what you thought by replying back to this email.

— Blake