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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


According to our new arrival, life is more than mere survival
And if you got that reference in the title, please make sure you're up to date with your colonoscopy screening, because you're the right...

Christopher Kerns
May 14, 20245 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


How nursing execs see the future
And here you thought all we talked about at Union was vertical consolidation and AI. Well today we're taking a look at the future of...

Christopher Kerns
May 3, 20243 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


How to judge a good AI investment
You've probably noticed that we—not unlike literally everyone else—have been covering artificial intelligence quite a bit lately. We've...

Christopher Kerns
Apr 10, 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
Apr 4, 20242 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 26, 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 21, 20243 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 13, 20242 min read
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