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Today we’re diving into the world of behavioral health, the structural problems this industry faces, and how risk-bearing organizations today are struggling to grapple with rising utilization and total cost of care challenges involving ‘hidden’ behavioral health needs in their populations.  So I’m here to break down how a company like NeuroFlow solves those problems by providing health plans and integrated health systems an all-in-one platform with the visibility these organizations sorely need to drive real, actionable results for members and get a better handle on total cost of care. It’s a good one! Let’s get after it. This essay […]

Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or provider organization, you will get a lot of value out of my community as I purpose-build the content, fireside chats, and conversations for this group. Join for free today. DispatchHealth and Medically Home merge, Updates on Marathon Health, 23andMe’s Bankruptcy and more Healthcare news this week source: Business Insider Dispatch-Medically Home Hospital-at-Home Merger: DispatchHealth and Medically Home announce a merger aiming to create the nation’s largest provider of hospital-level care at home, expanding acute care access outside traditional […]

I had a chance to chat with Wellvana’s CEO Kyle Wailes about the Wellvana-CVS acquisition recently announced, so here’s a nice little overview of that conversation. I would love to hear your thoughts on the enablement space after reading more about the deal.Wellvana, a fast-growing value-based care (VBC) enablement company with early backing from Martin Ventures back in 2019, acquired CVS’ Medicare Shared Savings Program (MSSP) business in early March. Remember these assets were tied to CVS acquisitions of Caravan and Signify over the last few year. CVS will still retain ACO REACH presence within Oak Street Health while it […]

Half of every dollar spent on brand medicines goes to entities that play no role in the research, development, or manufacturing of those medicines. So where does all that money go? In the complex prescription drug market, various stakeholders have leveraged convoluted pricing mechanisms to maximize their profits. With health care spending on the rise and a growing focus on patient affordability, scrutiny has intensified over who is truly benefiting. A 2025 report published by the Berkeley Research Group (BRG) dug into this question and revealed that over $670 billion was spent on brand medicines – an increase of $39 […]

The same company duped by Theranos a decade ago is dying a painful death. Who’s surprised? Once a colossus and a staple of American consumerism, Walgreens is going private after a decade of decline, underperformance, and mismanagement – ending a 100-year run on the public markets. A decade ago, Walgreens was at the peak of its empire. But as we know, empires deteriorate over time. Rising retail competition from Amazon and ecommerce quickened the haste of the collapse, while trying to pivot and go all-in on healthcare ultimately became a death knell – a supernova-turned-black hole. The failed business transformation […]

Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or provider organization, you will get a lot of value out of my community as I purpose-build the content, fireside chats, and conversations for this group. Join for free today. Ladies and gentlemen, we have our latest digital health IPO after a long hiatus. It’s Hinge Health, a tech-enabled provider of virtual musculoskeletal care serving self-insured employers and payors. I couldn’t help myself and spent most of my day yesterday reading the S-1 and doing some analysis on the […]

Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or provider organization, you will get a lot of value out of my community as I purpose-build the content, fireside chats, and conversations for this group. Join for free today. Privia Health Q4 2024 Earnings Call: Key Takeaways & Outlook for 2025 How does Privia Health make money? Privia’s model is pretty interesting. It works across all payors and all payment models (fee for service, MSSP, capitation). In 2024 you can see Privia shied away from full risk (capitation) […]

Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or provider organization, you will get a lot of value out of my community as I purpose-build the content, fireside chats, and conversations for this group. Join for free today. Today’s newsletter is a comprehensive overview of hospital Q4 and 2024 earnings season – what they’re thinking about, parallels and key themes from earnings calls, comparisons of how they performed in 2024, and 2025 outlook. Finally, for any folks in Austin or at SXSW: don’t forget about my happy […]

Happy Friday, Hospitalogists! Today’s send is an overview of Bain’s recent healthcare private equity report (linked below) which always makes for a great read for folks in/around the space.  Also, I’ll see you in Austin during SXSW! Get ready for a Healthcare Happy Hour.  Join Lance Armstrong, Ben Freeberg, me, and other industry experts for a night of networking and health tech conversation, and maybe even some spicy takes. When: Tuesday, March 11 | 5:00 PM – 7:00 PM CDT Where: Driftwood Downtown, Austin, TX Register now to save your spot; space is limited: https://lu.ma/6anqugot Takeaways from the […]