Navigating Labor Headwinds in Home Health
More than three-quarters of Americans ages 50 and older want to age in place, according to an AARP survey. This comes as The U.S. Administration on Community Living projects the number of Americans aged 65 and older will rise to 80.8 million by 2040, creating significant demand for home health delivery models in the United States. But now, with the HH&H sector approaching a projected global shortage of 10 million health workers by 2030, according to the World Health Organization, the labor issues we’re already seeing in the space are only going to worsen. The labor issues have profound implications for M&A activity within the sector. According to LevinPro HC data, deal volume in... Read More »
The Transcripts: Takeaways from CVS, Teladoc, and DaVita Earnings
In our first earnings roundup, we looked at the fourth-quarter and full-year 2022 financial performance of three major publicly traded companies in the managed care market. They achieved positive operating and financial results for 2022, with some even surpassing their expectations for the year. To read more about earnings results in the managed care market, you can read that spotlight on the LevinPro HC platform here. This week, we’re looking at companies in other healthcare verticals, including retail, dialysis and eHealth. CVS Health Corporation, Teladoc Health, Inc. and DaVita Inc are all prominent in their respective fields, and their financial performance can reveal much about the... Read More »
Top 10 Healthcare Services Deals 2010-2019
What a decade it’s been for health care! The Affordable Care Act, enacted in 2010, unleased a tidal wave of change on the U.S. healthcare landscape that continues today. Even on the services side, pharmaceuticals figured into several transactions, from acquiring pharmacy benefits managers and contract research organizations (the R&D angle) to wholesale and distribution. With only a few days left in the decade, here’s a chart of the top 10 healthcare services deals announced since January 1, 2010, ranked by disclosed price. Five of the top 10 deals were announced in the last three years, including CVS Health’s (NYSE: CVS) $78 billion shocker targeting Aetna,... Read More »
Cambia Health Combines (Not Merges) with BCBS of North Carolina
Managed care deals have fallen off the radar recently. In all of 2018, we saw just 25 announcements, down 51% from the year before. The marketplace is certainly undergoing significant changes, as CVS Health (NYSE: CVS) moves ahead with its new subsidiary, Aetna, to create Health Hubs within its retail stores. That combination took Aetna off the acquisition trail. Likewise, Cigna’s (NYSE: CI) acquisition of pharmacy benefits manager Express Scripts in 2017 took that managed care company out of the market for the moment. Now comes the unusual combination of Blue Cross Blue Shield of North Carolina (BCBCNC), based in Durham, and Cambia Health Solutions out in Portland, Oregon. Blue... Read More »Schedule a demo
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