What You Should Know
The Manifesto: Dr. Toyin Ajayi, CEO of Cityblock Health, has published a comprehensive report, “Medicaid + AI: A New Standard for Innovation,” arguing that the nation's most vulnerable patient population must be the proving ground for generative AI.The Investment Disconnect: Currently, roughly 60% of healthcare AI investment is directed toward revenue cycle management, billing optimization, and risk adjustment. Conversely, less than 20% of health plans use AI to develop
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Technology
Flourish Care Secures $5.7M to Scale Reimbursed Doula Network Nationwide
What You Should Know
The Funding: Flourish Care, a maternal healthcare platform operating a massive network of credentialed doulas, has secured $5.7M in an oversubscribed seed financing round led by Zeal Capital Partners with participation from Create Health Ventures, Collide Capital, Rogue Women’s Fund, Symphonic Capital, Slater Technology Fund, Catalytic Impact Foundation, Capita3, and others. The Regulatory Catalyst: The policy landscape has fundamentally shifted. Currently, 46
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How CMS Policy Just Shifted 30% of Shoulder Surgeries Out of the Hospital
A Shoulder Replacement Case Study
The Bottom Line: When CMS makes a procedure ASC-payable, the shift is fast, measurable, and concentrated in certain territories. Here's what total shoulder arthroplasty can tell us about where the site-of-service mix for hundreds of procedures is headed.
In July, I broke down the 2026 OPPS Proposed Rule and called it a gold rush. The first tranche just hit: 285 procedures came off the inpatient-only list on January 1. The remaining 1,400+ will phase out by
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Azara Healthcare Joins MEDITECH Alliance to Integrate Population Health Platform
What You Should Know
The Integration: Azara Healthcare, a dominant player in population health management, has officially joined the MEDITECH Alliance, enabling seamless integration of its Azara DRVS platform with the MEDITECH Expanse EHR.The Macro Trend: According to a 2025 Sage Growth Partners survey, 77% of health systems and hospitals are planning to increase their participation in risk-based (value-based) reimbursement models over the next two years.The Target Audience: While massive
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Employers Are Buying Health Insurance Blind: It’s Time to Demand Data Transparency
Employers spend a fortune on health insurance. Health benefits are often their second-largest expense after payroll. Yet employers often make these purchases without knowing how their health plans function when employees need care.
Health insurance differs from other major purchases, in that payment doesn’t guarantee access. Employers and their workers pay frontloaded, expensive premiums only to find that when they attempt to use these benefits, their requests are denied or delayed.
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Weight Watchers Releases GLP-1 Results Report Demonstrating 61% Greater Weight Loss
What You Should Know:
The Strategic Pivot Validated: Weight Watchers (WW) has released GLP-1 Results Report validating its integrated weight health platform, which combines medical therapy with behavioral support.The Core Data: Members who actively paired weight loss medication with the WW GLP-1 Success Program achieved 61.3% greater average weight loss in their first month compared to those who did not engage in behavioral support.Long-Term Efficacy: WW Med+ members prescribed GLP-1s reached
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Malama Health Secures $9.2M to Expand Maternal Health Platform and Doula Network
What You Should Know
The Funding: Malama Health, a maternal health company, has closed an oversubscribed $9.2M seed round led by Acumen America with participation from Wisdom Ventures, Capital F, and Coyote Ventures, alongside angels from the company's pre-seed round. The Capital Stack: Uniquely, the round is not purely venture capital. It includes a $2.3M NIH grant and over $1M in California state funding, signaling deep alignment across federal, state, and private stakeholders.The
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Maven Clinic Launches Direct-to-Consumer Platform Nationwide Featuring GLP-1 and Hormone Care
What You Should Know
The Launch: Maven Clinic, previously known for its massive enterprise footprint, has opened the beta waitlist for its new direct-to-consumer (DTC) platform, making its virtual care model available to women nationwide regardless of employer coverage.The Market Context: For the last decade, Maven focused primarily on B2B partnerships, securing over 2,300 employer and health plan clients and covering 28 million lives.The Clinical Pillars: The DTC platform features three core
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M&A: UHS Acquires Virtual Therapy Platform Talkspace for $835M
What You Should Know:
The Deal: Universal Health Services (UHS) has entered into a definitive agreement to acquire Talkspace for $5.25 per share, representing an enterprise value of approximately $835M.The Scale: Talkspace brings a massive virtual footprint, boasting a network of approximately 6,000 licensed professionals covering all 50 states, Washington, D.C., and Puerto Rico.The Pivot Paid Off: Talkspace successfully transitioned from a direct-to-consumer model to a B2B and
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Walgreens Launches $49 Pay-Per-Visit Weight Management, Expanding Virtual Healthcare Platform
What You Should Know
The Launch: Walgreens has officially launched Walgreens Weight Management, expanding its Virtual Healthcare platform to offer personalized, clinician-guided weight loss support for eligible adults ages 18-64.The Clinical Pathway: Eligible patients complete an online video visit with a licensed doctor or nurse practitioner who evaluates their medical history and goals. Providers can then prescribe FDA-approved GLP-1 medications (like Wegovy) for weight loss.The Pricing
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