Posts by Blake Madden
Change Healthcare clicked the wrong link
Good morning, I hope everyone is having a great time at ViVE! I couldn’t make it this year, but you guys better be Vive’ing in my stead. Welcome to Hospitalogy, a newsletter breaking down healthcare finance, M&A, and strategy twice weekly. Join 27,000+ executives and investors from leading healthcare organizations including HCA, Optum, and Tenet,…
Read MoreTenet’s Multi-Year Bet on ASCs: How going all-in on USPI is leading to outperformance for Tenet Healthcare
Happy Thursday all! Today’s is a quick one on Tenet Healthcare’s Q4 and full year 2023 as a follow up to HCA’s I did back on 2/1. Tenet blew its Q4 earnings report out of the water and was so excited to share it with us, the hospital & ambulatory operator even posted its results…
Read MoreHospitalogy Roundup 2/20/2024 – Cancelled mergers: SCAN Group, CareOregon; Blue Cross of Louisiana, Elevance call it quits
Hospitalogists, For those of you who partake in President’s Day, I hope you had a restful, 3-day weekend. Today’s send should get you stragglers caught up on the latest happenings in healthcare strategy, finance and M&A across the ecosystem. Thanks so much to NeuroFlow and Adonis for sponsoring today’s send! They have been and are…
Read MoreAnalyzing Oak Street Health’s Growth Trajectory from Private, to Public, to Vertically Integrated with CVS
How has Oak Street Health’s growth trajectory and profitability changed throughout its life as a private, public, and now vertically integrated company?
Read MoreHospitalogy 2/13 Roundup: MA Advance Rate Notice, $5B Children’s Hospital Project, Primary Care Merger, and More
Good morning Hospitalogists, If you’re tired of the unrelenting, unstoppable bombardment of Taylor Swift and Travis Kelce since Sunday, you’ve come to the right place. This is Hospitalogy. A safe space. Where all we talk about is crusty ‘ole healthcare. …and maybe some golf. PS – don’t forget to sign up for my upcoming virtual…
Read MoreOscar’s Pirate Ship: How the Insurtech is Reinventing itself in 2024
Today’s post is all about Oscar Health and its ascent out of the abyss. Why am I posting an upbeat essay on an insurtech in 2024? I’ll tell you why, and then you can tell me what you think.
Read More