A Hospital Valentines’ Day Breakup
CommonSpirit Health and AdventHealth, two of the largest nonprofit health systems in the U.S., decided to end their joint operating agreement (JOA) Centura Health – on Valentine’s day, no less! The two will unwind Centura Health’s 20 hospital footprint, with 5 hospitals sitting with Advent and the remaining 15 under CommonSpirit (legacy Catholic Health Initiatives) operation.
Read More4 Charts on the State of Hospitals in 2023
Taking a dive into the top trends affecting hospitals in 2023, including evolving M&A strategy, physician employment dynamics & more
Read MoreOneOncology’s $2B Sale Rumor and Players to watch in the Cancer Care Space
Bloomberg reported on February 6th that General Atlantic is weighing a $2B sale of its cancer-specific MSO platform, OneOncology.
Read MoreCVS, Oak Street Health, and the Great Payor Vertical Integration War
I don’t think our healthcare system wants us to sleep this week! Today we’re diving back into CVS and Oak Street Health, and we’ll also be looking at how things are rapidly evolving in the Great Payor Vertical Integration Wars. Join 20,000+ executives and investors from leading healthcare organizations including HCA, CVS, and Tenet, nonprofit…
Read MoreCVS Health – I was wrong about Oak Street Health
CVS is close to buying the value-based care clinic operator for $10.5B including debt, or $39/share. That’s a ~50% premium to its closing price yesterday of $25.96
Read MoreWhat HCA Healthcare is telling us about healthcare in 2023
Given how much services organizations are dealing with right now in 2023, I thought it’d be worthwhile to jump into HCA Healthcare’s full year 2022 results as well as what the HCA team expects for 2023. Lots of golden nuggets in this one for fellow hospital operators and provider orgs across:
Read More