Hospitalogy
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TWEETS From Hospitalogy
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New essay is out on HCA Healthcare and what's in store for hospitals in 2023. $HCA
Even if you don't GAF about hospitals, you should probably be up to date on what's affecting them considering how much spend they drive!
https://workweek.com/2023/02/02/hca-healthcare-hospitals-expectations-2023/
Lots of headwinds in Medicare Advantage early into 2023.
UnitedHealthcare & Humana, two of the largest players in MA, are both down over 5% today. $UNH $HUM
Is the honey pot drying up?
Also, wonder what the impact is on names like Agilon.
When you're almost done with your newsletter and then Biden decides to end the Public Health Emergency
There are huge transactions in healthcare that barely get any coverage.
Urology of Indiana, the largest urology group in the state in practice since 1887, just sold to a PE-backed group - U.S. Urology Partners.
• 40 urologists, 20 APPs
Here's how valuable they are:
I promise I didn't plan this at all...
But on the same day that Pearl Health announced their $75M series B, I wrote about physician enablement platforms!
It's an update to what I wrote in May but details why I'm a fan of these models & the thesis:
https://workweek.com/2022/05/12/breaking-down-care-platform-landscape/
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