CVS Health Bets the House: 4 Takeaways from CVS Health’s Second Quarter Earnings
Before I dive more broadly into key themes from Q2, I wanted to specifically jump into the CVS earnings report, as it was chock full of lots of info covering a lot of big things happening right now. Definitely take the time to read the CVS transcript!
Read MoreAnalyzing HCA, Tenet, CHS, and UHS Q2 2023 Performance
As you can see, the for-profit hospital operators enjoyed strong same-store volume growth. On the outpatient side, HCA’s surgical volumes grew 4.0% while Tenet’s USPI ambulatory surgery cases rose by 6.3%.
Read MoreAmazon’s Emerging Healthcare Strategy
Amazon’s activity and movement toward critical mass in healthcare is picking up steam. The retail ecommerce giant has made a number of plays across AWS and cloud, but also interestingly, in care delivery (both virtual and in-person) and pharmacy.
Read MoreAmazon’s New Healthcare AI Play
Amazon launches HealthScribe, Sanford and Fairview call off their $14B merger, Surescripts monopoly settlements, and more healthcare news
Read MoreThe Vertical Integration Imitation Game
Today we’re diving back into the world of vertical integration since it’s such a dominant and fascinating strategy amongst the incumbent empires of healthcare. If you enjoy this post, join 20,000 others and subscribe to Hospitalogy here. Checking in on Vertical Integration: Where are we halfway through 2023? At the start of 2023, I noted…
Read MoreUnitedHealth Group’s Q2: A Blip on the Radar
Turning back to crusty old healthcare for today’s piece after our panel this morning, all eyes were on UnitedHealth Group’s earnings call to keep a pulse on the latest trends. So, this newsletter is all about the big things I noticed from UNH’s earnings report across utilization trends, some bank commentary on Optum’s exposure to utilization from capitated arrangements, and more.
Read More