This issue of the Strategist features a Deep Dive on:
The Routes HCA and Tenet are Taking as They Try to Find the “Right” Scale via Growth
1. Tenet: Pursuing an emphasis on ASC scale, especially in the MSK space, as they divest from acute care
2. HCA: Investing in the full care continuum in strategic selected markets. This issue also features the following Market Scans:
1. LHS may face instability in Medicaid Managed Care as bidding processes become more common and more political
2. Transcarent raises $200M in Series C, capitalizing on well-aligned approach to employer benefits and revamped LHS direct-to-employer innovation
3. Medically Home raises $110M—and some potential strength in supply chain for HaH
4. JP Morgan partners with Kaiser Permanente on health equity
Key Words: For-profit hospitals; health system strategy; value-based care; Medicaid; Home-based care; disruptors; health equity