3 Healthcare Trends to watch in 2023
Today I’m diving into 3 stories and trends I find interesting that should continue to play out in 2023: The integration of primary care and behavioral health; Venture capital activity in a recession; and Will hospitals rebound in 2023?
Read More3M and Labcorp Spinoffs, Humana Restructures, and Hospital Earnings Continue
ICYMI: Last week I dove into the Amazon – One Medical deal. It’s everything you need to know related to the transaction and you can find the write-up here! We just crossed 6,000 subscribers and I’m thankful for every single one of you. Hospitalogy hits your inboxes every Tuesday and Thursday morning! Join 6,100+ smart,…
Read MoreHospital Q2 Earnings and Payors play Hardball
To my fellow Hospitalogists, I’ve been having a blast connecting with thoughtful healthcare folks over the past few months since launching Hospitalogy. If you want to hang out with a healthcare degenerate for a bit (especially if you’re in Dallas), feel free to reach out! Next week we’ll be returning to regularly scheduled programming with…
Read MoreAmazon and One Medical: Are we there, yet?
Why Amazon will need to do more than buy One Medical to disrupt healthcare. We have a long way to go.
Read MoreHealthcare Services Valuation Update
As far as median multiples across all services sectors that I actively track, 12 out of 14 healthcare services sectors saw a decline in next-twelve months (NTM) EBITDA multiples while ALL sectors saw a decline or no change in NTM revenue
Read MoreDiving Deep into UnitedHealth Group’s Q2
Everyone’s favorite diversified healthcare behemoth UnitedHealth Group reported Q2 earnings on Friday. Surprise surprise, UNH jumped around 5% as its unstoppable train running through the heart of our healthcare system continues to chug along.
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