Rae Woods officially joins Kevin and Martin at the table this week, and since the CVS and midterm news got its own emergency pod, the crew starts with Devoted. Job postings and comments from investor Annie Lamont suggest the high-flying MA plan is coming for large-group ASO. Kevin walks through the vertical-integration math behind the $100-to-$90 pitch. Then he explains why he thinks the leap probably won’t work, and why an acquisition might be the only shortcut.
Rae breaks down the final 2027 physician fee schedule: a deeper cut to the base rate, a bigger bonus for doctors in ACOs, remote patient monitoring rules pushed out to 2029, and a softened same-day visit discount that still stings for derm, ortho, and ENT. That leads into a debate over whether MSSP is the quiet winner of this era.
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