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Hospitalogy 2023 Year in Review, Part 2: Big-Picture Trends in Medicare Advantage, ACA Marketplace, and Medicaid will drive the healthcare landscape forward
much of what’s occurring across government health insurance programs ties into the vertical integration trends, and ties into where investment dollars are headed in 2024. Here’s what happened, and where we’re headed across Medicare Advantage, ACA marketplace, and Medicaid.
agilon’s no good, very bad start to 2024
agilon kicked off the year in the worst possible way for the Medicare-focused enablement firm, announcing a huge cut to its expected financial results. Meanwhile, it also announced the retiring of its CFO on the same day. Goes without saying, but announcing a CFO transition the same day your company slashes your projected earnings is a recipe for disaster, as noted by the utter destruction of shareholder value, down 30% on the day:
Hospitalogy 2023 Year in Review, Part 1: Vertical Integration Dominates the Payor Landscape
The history and strategy behind Optum – and UnitedHealth Group’s unreal outperformance – is important to know when you contextualize what happened in 2023. It’s why Optum continues to lay waste to the healthcare landscape by buying every company it wants. It’s why CVS started the year off with a bang by acquiring Oak Street Health for a hefty sum, then rebranding its services subsidiary to Healthspire. Payors everywhere are creating Optum-like subsidiaries to follow suit, and this activity accelerated in 2023
CVS Health: Changing the narrative in 2024
Good morning Hospitalogists, I hope everyone is having a great first Tuesday of 2024 catching up on those emails you…
Hospitalogy Wrapped 2023: Musings from a Healthcare Content Creator
Capping off this week’s posts, I’m diving into some thoughts on the growing Hospitalogy ecosystem, including newsletter, community, and more.
Consider it a Hospitalogy ‘State of the Union’ headed into 2024 covering big milestones, what worked well for me from a growth perspective, and everything in between.
8 Predictions for Healthcare 2024: What the Market is Signaling for the Year Ahead
Welcome back to the annual Hospitalogy Soothsayer Special! Parth Desai and I have been brainstorming over the past several weeks on where healthcare is headed in the new year.
Based on discussions with industry folks, market signals buried in earnings and disclosures, and our often misguided internal dialogues, here are some of our predictions for healthcare in 2024.
The Oprah Effect: The Shifting Conversation around Obesity and GLP-1s
The story perfectly personifies the broader conversation playing out with weight loss medication and the exorbitant demand coming online for obesity treatment.
8 Predictions for Healthcare 2024: What the Market is Signaling for the Year Ahead
Welcome back to the annual Hospitalogy Soothsayer Special! Parth Desai and I have been brainstorming over the past several weeks on where healthcare is headed in the new year.
Based on discussions with industry folks, market signals buried in earnings and disclosures, and our often misguided internal dialogues, here are some of our predictions for healthcare in 2024.