In this episode, we discuss the following topics and the latest developments shaping the healthcare landscape:
- Cigna and Humana Merger: We explore the potential implications of this significant merger and its impact on the industry's competitive dynamics.
- UHG's Reach and Scale: We analyze UnitedHealth Group's expanding influence and its implications for the broader healthcare market.
- CMS Physician Payment Changes: We discuss the recent adjustments in physician payments by CMS and their potential effects on healthcare providers.
- New CMS Programs: We highlight the introduction of new CMS programs and their potential impact on healthcare delivery and patient care.
- Global and Economic Power Shift: We examine the evolving global and economic dynamics and their influence on the healthcare industry.
Please check out our Episode Resources below:
------🔎RESOURCES🔎
GDP, inflation data bolsters case that Fed is done hiking (Yahoo) // https://bit.ly/48inszh
Personal Income and Outlays, Oct. 2023 (BEA website) // https://bit.ly/3N5CuQI
Cigna, Humana in Talks for Blockbuster Merger (WSJ) // https://on.wsj.com/411CpmR
A Cigna + Humana merger may be on the horizon. Here's our take. (Advisory Board) // https://bit.ly/3RpYqbG
United Health Group Investor Conference (UHG website) // https://bit.ly/3T7DqrB
CMS Finalizes Physician Payment Rule that Advances Health Equity (CMS website) // https://go.cms.gov/3TbvuFB
Surprise Medical Billing Law Heaps Pressure on Healthcare Providers (WSJ) // https://on.wsj.com/3T7DFD1
OpenAI’s New Board Takes Over and Says Microsoft Will Have Observer Role (WSJ) // https://on.wsj.com/46EX9BV
The Exciting, Perilous Journey Toward AGI | Ilya Sutskever | (TED) // https://bit.ly/47UqlWy
Marc Andreessen (Twitter) // https://bit.ly/3RtzVuo
Gene Editing Will Change Medicine—and Maybe Health Investing Too (WSJ) // https://on.wsj.com/3ta59Ns
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