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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


Key company profiles: UnitedHealth Group's approach to vertical consolidation
Today's post is the first of a new series we're launching on key players in healthcare vertical consolidation . And that's because nearly...

Yulan Egan
Sep 10, 20247 min read


The promise and peril of GLP-1 agonists: What we do (and don't) know as of August 2024
A full 6% of US adults are taking GLP-1s. In this post, we break down what we do—and don't—know about these medications as of August 2024.

Yulan Egan
Aug 21, 20246 min read


Unpacking Disparities in Women’s Healthcare
We’ve spoken in the past about the rise of “femtech” in recent years, as investors rush to fund start-ups specifically catering to...

Kirsta Hackmeier
Aug 1, 20246 min read


Preview "The State of Healthcare 2024"
Here at Union, our annually-updated State of Healthcare is the foundation upon which nearly all of our research builds. We know that in...

Yulan Egan
Jul 24, 20247 min read


How to speak comparative international healthcare
Ever have occasion to talk to partners overseas? Ever been drawn into wonky and/or political discussions comparing U.S. healthcare...

Amanda Berra
Jun 27, 20248 min read


Theory versus reality in the state of healthcare disruption
Healthcare disruption has been a hot (and noisy) topic in recent years. For the last decade, the healthcare industry has been rich in...

Amanda Berra
Jun 7, 20245 min read


What private equity ownership doesn't tell you
The role of private equity in hospital, health system, and medical group ownership has received increasing coverage over the past few...

Christopher Kerns
May 30, 20246 min read


We're neither angry nor disappointed
As nearly everyone reading this will know by now, 2024 could be known in healthcare as the Great Retailer Retrenchment. (I coined that....

Christopher Kerns
May 7, 20246 min read


The flywheel and the hedge
We've been talking about the hedge-and-flywheel strategy of the big vertically consolidated healthcare companies for a while now, most...

Christopher Kerns
Apr 24, 20243 min read


Spending is up and mortality is down
The healthcare industry takes a lot of well-earned flack for cost, inefficiency, difficulty of use . . . I could go on, but I won't,...

Christopher Kerns
Apr 16, 20243 min read
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