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The Strategist in Brief: October 23, 2025 · The Strategy Catalyst Dispatch

• 0:01
  This is the strategist in brief for October 23rd, 2025, our abbreviated roundup of the top stories in our newsletter.
• 0:10
  This week's key market dive looks at the evolving landscape for CMS innovation payment models.
• 0:16
  The Trump Administration's CMS Innovation Center is pivoting towards cost containment, accountability, and mandatory participation, replacing several legacy models that failed to produce savings.
• 0:27
  The new agenda emphasizes preventive care.
• 0:29
  Patient empowerment and fiscal responsibility.
• 0:33
  Several models are launching in 2025 or the near future under the due administration transforming episode accountability model, a mandatory bundled payments model for inpatient surgeries, the ambulatory specialty model, a mandatory model featuring two-sided financial risk and peer-based performance metrics, wasteful and inappropriate service reduction, a model that brings AI enabled prior authorization to traditional Medicare.
• 1:00
  And achieving healthcare efficiency through accountable design.
• 1:03
  A 10 year voluntary state level, total cost of care model, emphasizing prevention, collaboration, and population health.
• 1:11
  The agency shift signals and ERA where nearly all care segments face value-based risk.
• 1:16
  Health systems must invest in care coordination, analytics, and physician alignment to thrive as financial risk becomes mandatory across specialties and service lines.
• 1:26
  Moving on to our market scan.
• 1:29
  The ongoing government shutdown has frozen research grants installed clinical trials, adding to the policy challenges that AMCs and other research institutions are facing this year.
• 1:39
  Other challenges include proposed NIH and NSF cuts, indirect cost, caps, cuts to politically sensitive research, graduate education funding changes, new immigration policies and targeted university funding.
• 1:53
  Feess.
• 1:55
  Universities and their affiliated AMCs are cutting costs and diversifying their funding sources by leaning on industry partners, state programs, and philanthropic donations.
• 2:07
  Moving on to our next piece of news, Amazon Pharmacy is adding kiosks that dispense common prescription medications at one medical clinics, much like their strategy in online retail.
• 2:17
  Amazon is hoping to rapidly gain pharmacy market share by offering consumers maximum convenience and a seamless digital experience.
• 2:25
  Some health systems have already tried the idea at a smaller scale with third party vendor partners.
• 2:31
  And now our final piece of news, the hospital for special surgery is partnering with PE firm General Atlantic to acquire Allegiant Health's 12 ASCs and form a national outpatient orthopedic and spine care platform.
• 2:45
  The deal follows a familiar blueprint for throughway JVs between health systems physicians and private equity firms.
• 2:52
  The involvement of HSS could help the new AC chain compete with health systems on clinical reputation and quality.
• 3:00
  That concludes this week's edition.
• 3:02
  Be sure to check out the full version on the web@hmacademy.com.
• 3:06
  Thanks for listening.