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The Strategist in Brief: January 29, 2026 · The Strategy Catalyst Dispatch

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  Anika (2): This is the strategist in brief for January 29th, 2026.
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  Anika (2): Your quick audio rundown of the top headlines from Strategy Catalyst Newsletter.
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  Anika (2): Here's what strategy leaders should know this week at this year's.
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  Anika (2): JP Morgan Healthcare Conference health system presentations.
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  Anika (2): Were focused on disciplined execution, strategic simplification, and missions grounded in financial realities.
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  Anika (2): New technologies are accelerating the shift towards more proactive longitudinal care models.
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  Anika (2): Health systems are streamlining patient journeys, internal processes, and vendor ecosystems.
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  Anika (2): Portfolio rationalization is proving essential for investor confidence and technology leaders are prioritizing core tech infrastructure over flashy novelties and point solutions.
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  Anika (2): Next, turning to policy news, congressional leaders have attached a bipartisan package of healthcare reforms to this week's quote, unquote, must pass government funding legislation.
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  Anika (2): An impasse over immigration enforcement funding could delay passage.
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  Anika (2): The package includes new limits on PBM practices, extensions of key programs like hospital at home and telehealth flexibilities, and a new billing requirement for off-campus HODs.
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  Anika (2): overall, the provisions are mostly positive for health systems.
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  Anika (2): A larger, more comprehensive site.
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  Anika (2): Neutral payment reform is unlikely this year, but policymakers are still chipping away at the issue.
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  Anika (2): At a recent strategy Catalyst Webinar, health system leaders debated three provocative claims about Payviders private equity and distributors.
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  Anika (2): Most attendees agreed that providers will exert leverage through benefit design and referral control rather than outright ownership.
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  Anika (2): However, payers might lack the network density to execute this strategy in some markets.
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  Anika (2): The vast majority agreed that health systems don't necessarily need to outbid private equity for physician assets if they can just outlast them instead, And the virtual room was split on the competitive threat posed by.
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  Anika (2): Distributors like Kora, McKesson, and Cardinal Health.
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  Anika (2): And finally, Zar Min Pediatrics raised 110 million to expand its multi-specialty platform to several new markets, including Chicago, Milwaukee, and Dallas Health Systems might be able to partner with Zali in an embrace and extend model.
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  Anika (2): that still refers acute and complex cases to the hospital setting.
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  Anika (2): Other systems might see the firm as a new competitor for care volumes, workforce, talent, and patient relationships.
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  Anika (2): That concludes this edition of the Strategist in Brief.
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  Anika (2): Be sure to check out the full version of our newsletter on the web@hmacademy.com.
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  Anika (2): Thanks for listening.