The Healthy Muse

Top reads of the week:

LifePoint Health to Merge with RCCH HealthCare Partners https://lnkd.in/gZyUu5q

UnitedHealth Is Among Suitors Circling Tenet’s Conifer Business https://lnkd.in/g7wGPS7

Tenet Announces Definitive Agreement with Pipeline Health and TWG Partners

Regarding the Sale of Tenet’s Three Chicago-Area Hospitals https://lnkd.in/gYVdhfG

Earnings:

Quest Diagnostics Earnings https://lnkd.in/gCQ2_vx

United Health Earnings https://lnkd.in/gBJRB95

HCA Earnings https://lnkd.in/gn8_P4f

UHS Earnings https://lnkd.in/gmD7DBX

EHC Earnings https://lnkd.in/g-wENW4

LPNT Earnings  https://lnkd.in/gfRrAXd

CYH Earnings https://lnkd.in/geQDFBy

Other Notable Reads:

U.S. Economy has best quarter since 2014 (based on preliminary GDP data) https://lnkd.in/gZBpT4f

Strong Health-Care Deal Activity Seen in 2018’s First Half https://lnkd.in/gS-nFDu

Urgent Care Group Acquires MEDcare Urgent Care in South Carolina https://lnkd.in/gphK-Sq

Think drug costs are bad? Try hospital prices https://lnkd.in/gsBxhnH (soft paywall)

July 2018 Economic Outlook by Calamos Investment Committee of Calamos Investments, 7/25/18 https://lnkd.in/giZG2wi

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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