3 Major Themes from Public Healthcare Firms during COVID-19 – Part 3: Mergers & Acquisitions

Contributors: Anthony Metke and Spencer Coronado VMG Health has completed its review of healthcare Q2 earnings season, which was one of the most unpredictable quarters for providers and payors to-date. Given that the pandemic impacted the entirety of the second quarter, insights and experiences from the provider sector are particularly interesting. In this three-part series,… Read More

340B Program & Oncology: What You Need to Know

340B Program, Oncology Practices and oncology consolidation

Written by Ashley Dyke & Jordan Tussy The future of the 340B Program remains up in the air as policy makers continue to scrutinize its reimbursement model, citing a potential contribution to rising drug costs and a shift in site-of-service for cancer treatment.8,20 Will the uncertainty of 340B disincentivize hospital consolidation of oncology practices? Is… Read More

Changes are Coming: Considerations for Physician Compensation Under the Proposed 2021 CMS Physician Fee Schedule

Physician Compensation 2021 CMS Physician Fee Schedule, CMS Fee Schedule

With significant changes to relative value unit (“RVU”) values proposed to take effect in 2021, the time for hospitals and health systems to prepare for action is now. Proposed CMS Physician Fee Schedule Changes In August, the Centers for Medicare & Medicaid Services (“CMS”) released proposed changes to the Medicare physician fee schedule that will… Read More

3 Major Themes from Public Healthcare Firms during COVID-19 – Part 2: Factors Affecting Profitability

Contributors: Madison Whyde, Alex Malin & Chris Madden As discussed in Part One, volume levels have been significantly impacted by elective procedure suspensions, reduced operating hours, and other restrictive measures such as shelter-in-place and social distancing guidelines, which has placed additional emphasis on expense management and overall profitability. In Part Two of this three-part series,… Read More

3 Major Themes from Public Healthcare Firms during COVID-19 – Part 1: Patient Volume

Contributors: Savanna Dinkel, Blake Madden and Keith Ponsler VMG Health has completed its review of healthcare Q2 earnings season, which was one of the most unpredictable quarters for providers and payors to-date. Given that the pandemic impacted the entirety of the second quarter, insights and experiences from the provider sector are particularly interesting. In a… Read More

4 Major Themes from Public Healthcare Firms during COVID-19 – Part 4: Impact to the M&A Environment

Contributors: Blake Madden and Savanna Dinkel VMG Health has completed its review of healthcare Q1 earnings season and subsequent investor presentations, which is particularly interesting given the quarter’s insight into COVID-19’s impact on healthcare payors and providers. In a four-part series over the coming weeks, VMG Health will be summarizing key observations and common themes… Read More

4 Major Themes from Public Healthcare Firms during COVID-19 – Part 3: Volume Recovery

Contributors: Blake Madden and Savanna Dinkel VMG Health has completed its review of healthcare Q1 earnings season, which is particularly interesting given the quarter’s insight into COVID-19’s impact on healthcare payors and providers. In a four-part series over the coming weeks, VMG Health will be summarizing key observations and common themes regarding the following four… Read More

4 Major Themes from Public Healthcare Firms during COVID-19 – Part 2: Cost Reduction

Contributors: Blake Madden, Spencer Coronado, Colin McDermott VMG Health has completed its review of healthcare Q1 earnings season, which is particularly interesting given the quarter’s insight into COVID-19’s impact on healthcare payors and providers. In a four-part series over the coming weeks, VMG Health will be summarizing key observations and common themes regarding the following… Read More

4 Major Themes from Public Healthcare Firms during COVID-19 – Part 1: Patient Volume

Contributors: Blake Madden, Spencer Coronado, Colin McDermott Shelter-in-place orders and the suspension of elective procedures are impacting healthcare operations across the continuum of care. As healthcare demand dampens, the public health crisis has affected payors and providers in opposite ways. Payors: ‘Historically Low’ Medical Costs With decreased patient demand for healthcare services, payors benefit the… Read More