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The Strategist in Brief: March 6, 2025
This episode covers the hospital-at-home market through interviews with leaders from Mass General Brigham, Mayo Clinic, Advocate Health, and Mount Sinai, highlighting how programs are diversifying revenue beyond Medicare and finding strategic value despite not reaching financial breakeven. The episode also covers Walgreens' potential private equity deal with Sycamore Partners, Teladoc's stock drop amid AI-generated therapy allegations, and FTC Chair Andrew Ferguson's decision to maintain stricter merger guidelines from the Biden era.
The skinny
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