{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Health Tech Nerds Radio","title":"The Grand Roundup: Strong Q1s driven by operational execution, hospital market power, MinuteClinic / Mass General Brigham, SNP growth, pharmacy patient experience, and more","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/c7e72422\"></iframe>","width":"100%","height":180,"duration":7057,"description":"News & Analysis from Health Tech NerdsQ1 earnings broadly reinforced a shift away from hype narratives and toward operational execution across value-based care and healthcare services companies.Agilon: Stock jumped after a \"turn the corner\" quarter. The standout data point: new heart failure diagnoses occurring after hospital admissions reduced from 40-50% industry-wide to roughly 5%, reflecting stronger risk stratification and earlier intervention.Evolent: Continuing to build its oncology story — roughly 10% of the oncology market runs through Evolent today, with 50% still insourced by payers. Their thesis is that increasing complexity in oncology will push more payers toward outsourced specialty management.Privia: Continued its shared risk strategy with strong free cash flow and disciplined M&A patience. Management believes private-market provider enablement assets remain overpriced and are willing to wait for valuations to reset.Oscar: Strong quarter, with ACA enrollment attrition coming in materially better than worst-case scenarios. ICHRA and the new Lucy marketplace are the growth narratives beyond the ACA core, though Lucy still feels underdeveloped.Zack Cooper published an op-ed in the New York Times arguing hospital market power is the primary driver of rising healthcare costs. The AHA responded, and Kevin and Martin's read is that the defensiveness itself is the signal. Recent consolidation in Minnesota and Missouri illustrates the core tension: economically problematic, but increasingly hard to avoid.The CVS MinuteClinic / Mass General Brigham partnership gets a detailed look after Massachusetts regulators flagged a $40M annual cost increase. Most of it comes from 34,000 patients gaining a PCP for the first time — at $650 more per year in claims — plus convenience care now billing at MGB rates. A useful case study in the tradeoffs between expanding access and controlling cost.Guest: Dan Ferris (LifeStance)Dan discusses LifeStance's Q1 results, the...","thumbnail_url":"https://img.transistorcdn.com/y84Rj-3Zru2TSHB3gg7QPKSw1QK5xTylJGdWYgSYt5g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85MmYw/N2JiYjk1MjQ4NTAy/YzJiZDg1NzYyY2E2/NmI0ZS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}