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Happy Monday Hospitalogists!

I'm sending today due to the holiday, and you won't be hearing from me on the 26. I hope you all have a restful holiday season.

One quick request: send me your favorite piece of healthcare content from the year. It can be anything - a longform, study, tweet, video...I think it would be cool to highlight different mediums and folks doing content creation / analysis in healthcare. PR people, sit this one out unless it's genuine. I can always tell when it's you 🙂

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Hospitalogy's Greatest Hits from 2024

Blake’s Business Breakdowns

Oscar Health’s pirate ship
Tenet’s multi-year bet on ASCs and how it’s leading to outperformance for the for-profit health system.
Commons Clinic: how to kill a health system in 5 easy steps.
agilon’s no good, very bad start to 2024
Sword Health’s $3B journey to becoming an AI care company
The Ardent Health breakdown
Ascension’s wild 2024: how Ascension is redefining itself in 2024 and beyond
Reimagining Women’s health: Maven’s 10 year, $1.7B journey.
From LifeStance to Zarminali: breaking down Danish Qureshi’s new venture in pediatrics with $40M in seed funding.
CVS breakdowns:
- Oak Street Health growth analysis
- The CVS struggle: why it can’t get out of its own way in 2024

Sponsored deep dives: every month or so I partner with a company to write about their business model and the problems they’re trying to solve. They range from case study breakdowns to company visions. I really enjoy these because while they’re sponsored, I get to work on a 1-1 basis with passionate founders of companies and get an ‘inside’ look at how they view the world:

PEP Health: Redefining care quality
Care Continuity: the air traffic control for your health system and how they’re transforming patient navigation with AI
Paylocity and their one-stop healthcare HR shop
NeuroFlow’s supercharged behavioral health platform and how they’re working hard to prevent suicide.
Medallion and how they’re partners for the long-term

Hospitals & Health Systems

JP Morgan 2024 health system strategy breakdown
The new, NEW utilization normal in 2024
Breaking down the Northwell-Nuvance merger
113 of the largest health systems by 2023 revenue
Jefferson Health - Lehigh Valley Health Network merger analysis
HATCo - a marketing ploy or a serious health system transformation vehicle?
Key emerging themes for hospitals in 2H 2024
Mercy Health 2024 financial breakdown
CommonSpirit 2024 financial and operating breakdown

Trend Analysis & Commentary

Discussing the pros, cons, and controversy with private equity’s involvement in healthcare, including comments from Hospitalogists.
Diving into health insurance revenue growth over the past 13 years.
Return of the healthcare IPO in 2024
My story on Done and Ruthia He’s overseas operations to create a pill mill and exploit ADHD
Why healthcare is human, and always will be.
Hims & Hers and the brewing GLP-1 compounding controversy
The current state of value-based care enablement
Diving into the Astrana - Awell partnership, how they’re forging a new category called CareOps, and how Astrana thinks about build/buy decisions.
My HLTH 2024 recap
340B Breakdown
On the UnitedHealth Group assassination
Parth Desai and my predictions for 2025

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Consider joining my community in the new year!

If you've missed my recent Hospitalogy emails and announcements, I recently revamped my community offering - including new pricing tiers and better benefits. I'm gathering a great group of folks and if you're working in health system strategy, corporate development or similar functions, the content and events are purpose-built for you to get and stay ahead.

MISCELLANEOUS MADDENINGS

Random personal anecdotes and musings from me

What a scene down in Austin for round 1 games. Kudos to Clemson and Cade Klubnik for battling back, but to be honest Texas controlled the trenches from start to finish. It was a Jaydon Blue legacy game with the 77 yard TD in the fourth, followed by yet another Texas D goal line stand. When will teams learn not to run up the middle on 4th and 1 against us?

Anyway, college football rivalries aside, I hope you all have a great Christmas. I have one more send in 2024 - my Hospitalogy 'wrapped' and then we'll hit the ground running with a 2024 healthcare recap in January. Stay safe, fam.

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

— Blake

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