The Strategy Catalyst Dispatch

This episode covers breaking news about Republican gains in recent elections potentially giving the GOP unified federal government control, which could impact healthcare policy on site-neutral payments, ACA reform, and public health initiatives. The episode also discusses Elevance Health's $2.7 billion acquisition of home health company CareBridge, the Sanford Health and Marshfield Clinic merger creating a $10+ billion system, and insights from the Health 2024 conference including PBM busines...

This episode features an interview with Cone Health CSO Chris Cornue about the system's decision to join Risant Health, driven by their long-term shift into value-based care and their pluralistic physician model that gained buy-in from both employed and affiliated providers across 14 specialties. The episode also covers resumed merger talks between Humana and Cigna that could create the second-largest payer, declining CMS Medicare Advantage star ratings affecting 62% of beneficiaries, and ret...

This episode covers CVS's board conducting a strategic review and considering breaking up the company by separating its profitable insurance business from struggling retail pharmacy operations, potentially spinning off Oak Street with Aetna. The episode also discusses Mount Sinai's partnership with Noom's weight loss app for patient referrals, Dana-Farber's new pediatric cancer consortium focused on health equity interventions, FDA ending the shortage designation for Eli Lilly's GLP-1 drug wh...