The Healthy Muse

You’ve won the Mega Millions jackpot! Time to hide. 

Booming Economy Helps Flatten Medicaid Enrollment And Limit Costs, States Report 

Third-Quarter GDP Preview

Nonprofit drugmaker Civica Rx aims to cure a health care system ailment

Earnings Release:

Laboratory Corporation of America (NYSE:LH):
Q3 Non-GAAP EPS of $2.74 misses by $0.14; GAAP EPS of $3.10 beats by $0.73.
Revenue of $2.83B (+8.0% Y/Y) misses by $10M.

Quest Diagnostics (NYSE:DGX):
Q3 Non-GAAP EPS of $1.68 in-line; GAAP EPS of $1.53 beats by $0.09.
Revenue of $1.89B (+1.6% Y/Y) misses by $60M.

LifePoint Health (NASDAQ:LPNT):
Q3 Non-GAAP EPS of $1.24 beats by $0.25; GAAP EPS of $0.56 misses by $0.43.
Revenue of $1.56B (-1.3% Y/Y) beats by $10M.

Universal Health Services (NYSE:UHS):
Q3 Non-GAAP EPS of $2.23 beats by $0.22; GAAP EPS of $1.84 misses by $0.16.
Revenue of $2.65B (+4.3% Y/Y) misses by $10M.

more stuff

The mid-level takeover edition

This week in healthcare: UnitedHealthcare earnings, Carbon Connects with Froedert Health, NPs get full practice authority in New York, Bright Health is exiting 6 markets after a dismal 2021, public health emergency gets extended, and DaVita gets acquitted.

Why Inflation Destroys Provider Margins

If they aren’t already, providers are about to get killed by inflation. How do those dynamics affect healthcare provider organizations? How do healthcare services businesses stave off intense expense margin pressures while also increasing top-line revenue?

The Unstoppable Optum Edition

This week in healthcare: Breaking down the Intermountain merger with SCL Health, Optum continues its buying spree in purchasing Kelsey-Seybold, Hims & Hers partnership with Carbon Health, a 7 hospital health system merger in West Virginia, Aveanna’s bad Q4, CMS payment updates, Memorial Hermann’s urgent care JV with GoHealth, and lots of fundraising announcements.

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