Martin and Kevin discuss three ways the government has tried to spend less money on healthcare: the Inflation Reduction Act, The No Surprises Act, and ACCESS.
They highlight what we learned from public companies this week including Grail’s stock drop after an NHS study missed its primary endpoint and reimbursement concerns; Talkspace’s shift from consumer to B2B; and Community Health Systems’ divestitures while also previewing Hims’ earnings and its acquisition of Eucalyptus.
They discuss Scripps exiting Medicare Advantage after losing ~$75M and moving patients to traditional Medicare plus MedSup, contrasted with Cleveland Clinic expanding global cap lives.
Looking ahead, they previewed upcoming earnings (Option Care, Fresenius, Acadia, Agilon, Teladoc, GoodRx, Privia, UHS, Clover, Alignment), flag HRSA’s renewed 340B rebate model discussions, and close with Inhabit Home Health & Hospice being acquired by Kinderhook for ~$1.1B amid MA contracting challenges and a broader theme of healthcare services companies considering going private.