Blake Madden 🏥
@B_Madden4
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I break down the $4.9T business of healthcare after working on the inside. Essays on strategy, M&A, finance, health tech, & more. Texas ex
Join 40,000+ others here 👉
Joined June 2011
Rural healthcare isn’t broken. It was never built. 66M+ Americans live in places the system forgot. One team, @missionmobileNC is rebuilding it - using mobile clinics and fire station logistics, with results to back it up. This might be the most compelling rural care model
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For more updates on healthcare strategy, finance, M&A, innovation, you can follow me @B_Madden4.
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Ambient is going wild - with a16z leading or co-leading rounds in Ambience Healthcare AND Abridge along with a number of others receiving funding throughout 2025 (in a v crowded space)
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UnitedHealth Group's woes continue with drops in profitability across the board - extremely high utilization vs. expectations and Optum Health shrinkage. Rare sight to see this much red for $UNH
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Hospital earnings wrapped up with (mostly) expanding margins, decelerating admissions growth, but overall strong & stable operating environment in 2025. 2026 raises questions for ACA subsidies then 2027+ is OBBA implementation
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Some relevant visuals for you guys from the week in healthcare:. • Notable Ambient fundraising announcements.• $UNH Q2 earnings disaster.• Hospital Q2 earnings scorecard
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RT @rikrenard: Lantern has a very cool role open for anyone who wants to build in healthcare AI. role will start as an IC and over time man….
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Sharecare!!.
what the hell is this.
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This was a great overview from @PwC on the numbers behind medical cost trends. Read it here:.
pwc.com
Help guide providers, payers, pharma companies and employers as they determine medical cost trends and the factors driving or dampening spending in 2026.
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Pretty interesting to compare these two Medicare Advantage datapoints:. • people have access to choose from 50+ plans.• most MA markets are highly concentrated. So seniors are all choosing the same plans - unless I'm missing something here?
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RT @HealthcareAIGuy: NEW: OpenEvidence, the AI medical assistant, just raised $210M at a $3.5B valuation led by GV & Kleiner Perkins. Now….
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February 19, 2025:.• OpenEvidence is worth 10% of Doximity. July 15, 2025:.• OpenEvidence is now worth 33% of Doximity. (on paper).
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There’s a gap between what AI vendors are pitching and what health systems need. What will close it?. Members: Watch the replay with Raihan Faroqui of Guaranteed:. Or join for access:. @RMFnyc1 @onguaranteed.
boardroom.hospitalogy.com
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Nabla and Navina partnership integrates Nabla's AI medical scribe with Navina's AI-enabled copilot for broader AI capabilities across clinical workflows. @nabla_ai @navina_ai.
fiercehealthcare.com
Nabla is integrating its AI medical scribe with Navina's AI-enabled copilot to provide doctors with an AI layer that supports clinical workflows. | AI medical scribe company Nabla is integrating its...
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👀.
@EthicalSkeptic Mr. Skeptic,. The full sentence in release is: "Based upon the Company's preliminary interpretation of the data and discussions with Wakely, the overall market growth in the 22 states is lower than expected and the implied aggregate market morbidity in those states is.
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Just pulled up the strategy section of the Beckers and 7/10 of the articles on page 1 are sponsored. I mean I get the business but that's insane. I get terrified of diluting my content quality every time I send a sponsored post 😂
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Is this a signal that value-based care is becoming the new normal?. Today, about 60% of US healthcare payments are tied to value and quality. That feels like progress. Watch this clip with @PranamBen @TheGarageIn and see if you agree.
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Health Tech funding, week of 6.26.25:. • Artisight.• Mandolin.• Certify.• EnsoData.• ForSight Robotics.• SuperDial.• Abridge.• Visby Medical.• Glytec.• Commure.• Veracity.• Tennr.• Mealogic.• Lyrebird Health.• Quilt Health. Follow me @B_Madden4 for more!
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