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Where the smart money is going: 5 insights on the state of healthcare investment in 2025
At the beginning of each year, we like to do a deep dive into the healthcare investment landscape. We do a retrospective on the previous...
Yulan Egan
Mar 137 min read


5 ambulatory specialty trends to watch
This month's Union Strategy Bootcamp, “How to Speak Ambulatory" is set to cover all the essentials : Key concepts, players,...
Amanda Berra
Mar 76 min read


Key company profiles: Elevance's approach to vertical integration
Today's post is the fifth in an ongoing series we're publishing on key players in healthcare vertical consolidation . Nearly everyone in...
Yulan Egan
Feb 266 min read


Key company profiles: Kaiser's approach to vertical integration—and what to make of Risant Health
Today's post is the fourth in an ongoing series we're publishing on key players in healthcare vertical consolidation . Nearly everyone in...
Yulan Egan
Feb 136 min read


Four points about the strategic significance of Epic in healthcare
Four basic points that every healthcare executive should be familiar with about Epic in healthcare
Amanda Berra
Jan 3011 min read


Unpacking Trump’s healthcare regulatory agenda: Our predictions for rulemaking in the new administration
Yesterday, Donald Trump was sworn in as President, marking only the second time in U.S. history that a president will serve two...
Kirsta Hackmeier
Jan 219 min read


Key company profiles: Cencora's approach to vertical integration
Today's post is the third in an ongoing series we're publishing on key players in healthcare vertical integration . Nearly everyone in...
Yulan Egan
Jan 167 min read


Employer healthcare spending in 2025: Why it's likely to accelerate
Although the share of Americans with employer-sponsored insurance has been declining for the past couple of decades, the majority of the...
Yulan Egan
Jan 69 min read


What could Make America Healthy Again mean?
Last year at this time, we enjoyed reading Dan Diamond's piece for the Washington Post on how reversing the recent decline in U.S....
Amanda Berra
Dec 18, 202411 min read


'Repeal and Replace' or 'Refine and Reform'? What a second Trump administration could mean for the ACA
In the early days of the first Trump administration—during which the GOP also held control of both Houses of Congress—'Repeal and...
Yulan Egan
Dec 4, 20247 min read


Key company profiles: CVS Health's approach to vertical integration
Today's post is the second in an ongoing series we're publishing on key players in healthcare vertical integration . Nearly everyone in...
Yulan Egan
Nov 19, 20248 min read


Trump's health policy agenda: Eight issues we expect to see (and two we don't)
Earlier this week, former President Trump secured a decisive victory over Vice President Kamala Harris in the race for the White House....
Yulan Egan
Nov 7, 20248 min read
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