Workweek December 18, 2023
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 2024.
1) Hospitals Mine for Gold Outside of Their Core Business
The pandemic exacerbated the financial pressures that hospitals were already facing. While the drivers of these pressures are abating, the macro and existential threats providers face to their core business are not. To remain financially viable, hospitals need to quickly diversify their margin creation streams.
The obvious and traditional diversification playbook has included expansion into specialty pharmacy / 340B, ambulatory and outpatient services, clinical R&D commercialization, spin-outs / joint ventures of clinical or digital assets and even venture investing. However,...
Today's Sponsors
Today's Sponsor