WORKWEEK

After filing an S-1 in October 2021, then pulling the plug on those IPO plans in late 2022, BrightSpring IPO rumors have re-emerged. The home health and hospice player generated $5.6B in revenue in 2020, and more details to come as it files an updated S-1 assuming IPO plans go through and the healthcare public markets thaw out. BrightSpring’s footprint is impressive with 900+ locations across the U.S. and provision of care for complex patient populations (IDD, polypharma) (Link)

As I’m out on leave, today kicks off our guest-posting series, a benefit extended to members of my community, Board Room. Over the next handful of months, you’ll hear from several of them, and first off the block is Michael Stratton, the Founder of HealthDataAtlas, a company focused on providing insights into healthcare markets and the entities that comprise those dynamics. I’ve chatted with Michael about physician dynamics before, and figured this post would be an interesting way to analyze some markets and understand how healthcare strategists think about the world. If you’re in these markets, or if you have any insights to share, please feel free to respond to the e-mail or reach out with your thoughts!

Diving into the emerging healthcare data market and how Opilio wants to capture the long tail of provider organizations.

Today we’re jumping into the Walmart-ChenMed rumors and other interesting updates from the week. Heads up – I’m mixing up the format just a little today given the ChenMed news is a bit longer!

hope you all had a restful Labor Day! No major analysis for this week as I get back into the swing of things, but of course I have plenty of thoughts on college football’s opening weekend below. Let’s get into it! Partnerships and Strategy Updates: Anything affecting decision making in healthcare – notable moves and…