Agentic AI in healthcare has rapidly become the centerpiece of health tech discussions. We’ve been studying it because it’s an area of rapid growth and advancement—an outlier in this moment in healthcare, when stakeholders across the industry are struggling amidst rising expenses, workforce shortages, and patient experience frustrations. Agentic AI tools are being positioned as a game-changing approach to addressing many of the industry’s biggest challenges, given their state

For years, vertical consolidation has been a mainstay of the insurer playbook—blending payer, provider, pharmacy, and PBM assets into a single, integrated ecosystem designed to drive synergies, provide consistent margin performance, and withstand turbulence to any one part of the business. It’s a strategy that worked remarkably well through the 2010s and early 2020s. We may be reaching a turning point. Recent financial results across all national players —but especially from

Few categories in modern medicine have captured the imagination of patients, physicians, and investors as quickly as GLP-1 receptor agonists (GLP-1s). Originally developed for diabetes management, these drugs, popularized under brand names such as Ozempic, Wegovy, Mounjaro, and Zepbound, are redefining how we think about obesity, metabolic health, and even chronic disease prevention. And increasingly, GLP-1s are no longer just about controlling blood sugar. They have become c

All U.S. health systems, hospitals, provider groups, life sciences organizations, and national or regional payers are racing to scale AI....

When we last wrote about “Make America Healthy Again” (MAHA) earlier this year, the initiative was more of a slogan than a...

Over the course of the past few weeks, all five of the large, publicly traded health plans have hosted their second set of earnings calls...

In the last couple of months, we’ve been pulling up chairs with dozens of revenue cycle leaders to understand what’s keeping them awake...

Welcome to our sneak peek into some of the major things we’re studying across the remainder of this year. Here, we’re about to break down...

Quick rewind: our tour of the clinical data market that ended in a cliffhanger In Part 1 of this blog post (linked below if you missed...

Health system leaders have long been interested in figuring out ways to monetize clinical data. It makes sense: if they could sell or license de-identified data in their EHRs to life science or tech companies, that would be very helpful from a revenue diversification perspective. Especially whenever core inpatient economics are under siege.  But, it’s always been an easier-said-than-done proposition. And now, maybe there's also a new spoiler in the mix, in the form of 'synthe

Later this week, we'll be convening live for this month's Board Briefing webinar to talk about the current state of the physician...

Time to separate the settled from the volatile issues in risk/VBC politics today With so much policy upheaval these days, it can be easy...