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Christopher Kerns
Apr 4, 20242 min read
Get your execs up to speed on AI
Check out our excerpt from our healthcare strategy bootcamp on healthcare AI in the link above—and if you'd like complimentary access to...
Christopher Kerns
Mar 26, 20243 min read
The wheel turns on the PBMs
Everybody likes to pick on the PBMs (pharmacy benefit managers) these days. It's a sector of healthcare whose business model...
Christopher Kerns
Mar 21, 20243 min read
When we hit a fifth of GDP
One of the most common laments I hear about the healthcare industry surrounds its share of the U.S. economy. Healthcare first hit 10% of...
Christopher Kerns
Mar 13, 20242 min read
This is what better looks like
At this point I think we can safely say that the healthcare workforce crisis has abated, but we still have a workforce situation across...
Christopher Kerns
Mar 6, 20242 min read
Doubling down on what I said
In Union's recent Board Briefing on where the smart money is going in 2024 (members can access the on-demand webinar here), I made a bit...
Christopher Kerns
Feb 29, 20242 min read
Finally delivering real scale in healthcare
Over the years, I've heard a lot of laments about the healthcare industry's lack of scale, usually as a way of wondering why healthcare...
Christopher Kerns
Feb 26, 20247 min read
Four predictions for the smart money in 2024
As any casual reader here will surmise, Union Healthcare Insight neither provides investment recommendations, nor endorses companies,...
Christopher Kerns
Feb 20, 20242 min read
PE pulls back and strategic buyers step up
Because we can't help ourselves, we're including two slides in this week's Slide[s] of the Week. Today we're looking at private equity's...
Christopher Kerns
Feb 13, 20242 min read
When you really just have one job
This week's Union Healthcare Insight Slide of the Week is a bit of a twofer. Not only can you feel free to download the PPT version of...
Christopher Kerns
Feb 8, 20242 min read
Value-based care at a crossroads as the election approaches
For this week's Union Healthcare Insight Slide of the Week, I delve into politics. As most of you know, we at Union are aggressively...
Christopher Kerns
Feb 1, 20241 min read
Breakthrough drugs to strain price and volume
Something we're starting new this week: Union Healthcare Insight's Slide of the Week. Over the past 12 months we've been in business, our...
Christopher Kerns
Jan 25, 20249 min read
The big bet of General Catalyst and Summa Health
Last week’s announcement that General Catalyst had signed a letter of intent to acquire Summa Health been awaited for several months....
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