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The state of government-sponsored insurance in 2025: How Trump and a GOP-led Congress are approaching Medicare, MA, and Medicaid
Roughly half of the U.S. population gets health coverage through some form of government-sponsored insurance. And with control of both...

Yulan Egan
May 28, 20259 min read


Welcome to the clinical data market
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

Amanda Berra
May 22, 202510 min read


Physician practice structure in 2025: What’s changed (and what hasn't)—and what we’re watching moving forward
Later this week, we'll be convening live for this month's Board Briefing webinar to talk about the current state of the physician...

Jordan Peterson
May 19, 20257 min read


An emerging strategic imperative? 3 revenue cycle metrics we’re keeping an eye on
If you’ve seen our State of Healthcare presentation, you’ll know that despite provider margins seemingly rebounding at the top line, it’s...

Eric Fontana
May 15, 20256 min read


Top political issues in risk and VBC
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...

Amanda Berra
May 9, 20259 min read


Specialty value-based care: The next phase of VBC
If your go-to mental model for risk/VBC revolves around primary care management of chronic conditions, it's time for a conceptual...

Jordan Peterson
Apr 23, 20255 min read


Checking in on Make America Healthy Again, pt. 2: MAHA and the future of preventive care
Last week, we published an update on the Make America Healthy Again initiative: what its agenda looks like as of April 2025 and how the...

Yulan Egan
Apr 9, 20256 min read


Checking in on Make America Healthy Again: MAHA and vaccines
Back in December, we conducted something of a thought experiment. At the time, then-nominee Robert F. Kennedy, Jr.'s "Make America...

Yulan Egan
Apr 2, 20256 min read


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 13, 20257 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 7, 20256 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 26, 20256 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 13, 20256 min read
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