The Strategist

Disruptor climbs and stumbles this quarter

Posted By The Academy

November 16, 2021

This issue of the Strategist includes the following: Climbs and Stumbles This Quarter

1. CLIMBING: Teladoc continues to gain more patients, but Livongo challenges may foreshadow future problems.

2. CLIMBING: CVS is growing through Covid tailwinds—and is using the funds to recruit its first cadre of doctors.

3. CLIMBING: Humana wants to grow the number of patients in value-based home models by a factor of 10.

4. MIXED: One Medical still plans to combine One Medical and Iora patients into a single delivery model.

5. SETBACK: Oak Street Health's stock plunged as low as 22% as the company reveals they face an investigation by the Department of Justice. This issue also features the following Market Scans: 1. Ro’s Negative Press May Indicate the Challenges Single-Specialty Clinics Take On When Expanding

2. Nursing union rallies against home-based care with some confusing points

Key Words: Virtual care; primary care; disruptors; payer strategy; workforce; quarterly earnings; financial performance

The Strategist 11.16.21.pdf