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In this episode, host and VMG Health Chief Commercial Officer Jen Johnson has a discussion with Valuation & Transaction Managing Director Colin McDermott, CFA, CPA/ABV, and Valuation & Transaction Manager Savanna Ganyard, CFA to provide the latest market dynamics and valuable insights from publicly traded healthcare operators in Q1 2023.
These insights come from VMG Health’s Pulse on the Public Market tool, a free resource available on the VMG Health website. This tool is overseen by McDermott and Ganyard and is created by a team of over 20 experts who listen to, analyze, and summarize earnings calls from 15 public healthcare companies every quarter.
This month’s dose of practical insight on the business side of healthcare covers what we have learned from the 2023 Q1 earnings calls with a specific focus on health systems and the ASC sector.
Topics covered in this conversation include:
- What information is included in the Pulse on the Public Market tool and how it can be useful
- Overview of insights from 2023 Q1 earnings calls for HCA, Tenet, Universal Health Systems, Community Health Systems, and Surgery Partners
- Analysis of positive volume trends and what we can learn from this data
- Expectations for M&A with health systems and predictions for the ASC sector
- Future outlook for these companies as we move forward to the next quarter
Want to learn more about this topic?
Access the earnings call summaries discussed in this episode and the full Pulse on the Public Market tool linked here: VMG Health’s Pulse on the Public Market
Access VMG Health’s full M&A Report here: 2023 Healthcare M&A Report.
