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The Strategist in Brief: April 3, 2025
This episode covers the merger between hospital-at-home operators Dispatch Health and Medically Home, which combines health system and payer-oriented products but raises questions about the combined company's loyalties and financial sustainability. The episode also discusses Stanford Health's partnership with midwife provider ULA to expand into Connecticut, private equity consolidation in intellectual and developmental disability services, and OptumRx's shift to cost-based pharmacy reimbursement as a potential PR move amid regulatory pressure.
The skinny
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