Workweek January 3, 2023
Welcome to the first edition of Hospitalogy in 2023! Parth Desai and I have been jamming on some thoughts on where healthcare might be headed in the new year.
Based on discussions with industry folks, market signals buried in earnings and disclosures, and our often misguided internal dialogues, here are some of our predictions for healthcare in 2023.
Behavioral health phoenixes: the category redefines itself, with a focus on I/DDs
As the broader behavioral health care market grows more crowded and patient acquisition costs climb, we expect to see care providers diversify their service offerings and invest in specialized services for more complex patient populations (serious mental illness, neurodivergent populations, seniors).
Specifically, intellectual developmental disabilities will emerge as the...
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