Retail health as we know it is dying.

Walgreens just wrote off $6 billion in VillageMD goodwill.

This week, Walmart exited healthcare completely, shutting down 51 centers.

Simply put, VillageMD clinics and Walmart Health tried to bring a consumer experience to one of the…

Top 25 drugs by total spend and YoY % increase

1. Semaglutide — $38.6 billion (100.1% change from 2022)
2. Adalimumab — $35.3 billion (9.1% change)
3. Apixaban — $22.1 billion (17.1% change)
4. Dulaglutide — $16.3 billion (5.1% change)
5. Empagliflozin — $15.9 billion…

UnitedHealth Group, one of the largest firms in the world by revenue, didn't have 2-factor authentication enabled.

lmao

Q1 2024:

Very good for hospitals. Look at that bump!

kaufmanhall.com/sites/default/…

Transcarent:

$126M Series D at a $2.2B valuation 🥲

Everywhere I look I see healthcare

UnitedHealth Group is the biggest employer of doctors and the largest health insurer. Its holdings are vast. Know what else United owns? A bank. It’s called Optum Bank. And it's had problems. 🧵

The Commons Clinic holds a simple goal: kill the health system.

Easier said than done, but they make a compelling case. Here's why.

Commons Clinic is creating a vertically-integrated enablement player in the orthopedics space to disrupt the health system complex through a…

“Deny, deny, deny. That’s how you hit your numbers,” said former Cigna medical director Dr. Debby Day about the pressure put on her to rapidly review patients’ cases. My latest on health insurance denials with Patrick Rucker
propublica.org/article/cigna-…

Well Blake Madden 🏥 nails it on Commons Clinic here. Huge opportunity. And y'all, they bought a freakin' surgery center! 👀 hospitalogy.com/articles/2024-…

So Optum is winding down its telehealth business confirmed.

Where's that volume going? Physicians at the clinic level using their own vendor/tool of choice?

Fascinating.

The final FTC rule banning non-competes tries to justify jurisdiction over non-profits.

Pretty interesting and will 10000% be challenged. BIG factor to keep an eye on.

“we’re a comparatively small part of the $5 trillion healthcare system”