Health

Walmart shuts down Walmart Health, Virtual Care businesses: We unpack how common pitfalls faced by other providers plagued Walmart Health—and what the future could hold for the retail health space.

Moderna, OpenAI make genAI pact: Pharma execs have taken a mostly cautious approach with AI. But new market pressures will drive more accelerated adoption of the tech.

US drug spending is on the rise: The 13.5% increase in 2023 was largely driven by weight loss meds. We explore the broader implications for US healthcare—and how and when this spending should be addressed.

Nurses protest AI in healthcare: Concerns center on a perceived rush to implement untested, unregulated tech. This piles on nurses’ laundry list of issues with their employers—the pressure is mounting on hospitals to respond.

What the FTC’s noncompete ban means for healthcare providers: 40% of physicians are bound by noncompetes. While it might take a while to enforce, it could shift power from employers back to doctors.

Walgreens expands specialty pharmacy services: It’s pulling back on primary care while getting deeper into specialty pharmacy. Can it catch up to CVS, Cigna, and United?

TikTok pulls out the stopwatch on GLP-1 content: It’s restricting most content related to weight loss drugs. We explore what this means for health influencers and the pharma marketers who sponsor them.

US falls short on primary care access: We explore how historical underinvestment in primary care has created a big market opportunity for nontraditional players.

Headspace launches D2C mental health services: The rollout bucks recent digital health market trends. We unpack some of the factors that could ultimately make Headspace’s D2C push a wise move.

A new wave of obesity drugs in the US: GLP-1s have been lauded as a potential game-changer for the US’ obesity epidemic. We explore how they also hold the potential to widen already persistent health disparities.

CVS, Oak Street to embed retail pharmacy with primary care: Will the co-located retail health model run into the same problems as Walgreens/VillageMD?

Elevance Health forms a primary care JV: We explore why all industry stakeholders must be paying attention to healthcare “payviders.”

US physicians’ views on genAI are shifting: While doctors’ positive stance on genAI presents a massive opportunity for vendors and patients alike, their outlook comes with a catch—the tech has to be vetted. AI developers, take note.

Most patients around the world lack trust in their healthcare system: They also feel self-empowered to take health into their own hands—a dangerous combination for healthcare providers, marketers, and even the media.

UnitedHealth facing $1.6B cyberattack hit this year: While the impact of the Change cyberattack has been bad for US physicians’ business, UnitedHealth has emerged relatively unscathed. Here’s why the worst could still be to come for the healthcare titan.

Lilly’s GLP-1 Zepbound found to reduce sleep apnea: Coming amid healthcare’s broader GLP-1 craze, we take a look at the opportunities these new clinical trial findings present and what it means for drug manufacturers.

The feds are watching how digital health companies use patient data: Two more telehealth entities were penalized for using consumer data for advertising. Here’s what it all means for health tech firms and marketers.

Kaiser rolls out Food Is Medicine Center of Excellence: The launch comes amid a frenzy of activity in the Food as Medicine movement. We explore the opportunities abound for providers and insurers alike.

Medicaid redeterminations see 20M disenrolled: The impact on patients has been dire. We uncover why we don’t expect providers to get off scot-free.

On today's podcast episode (part 1), we discuss why consumers are using GenAI to look up health information, how physicians feel about it, and how this stacks up against other health-related internet searches. Tune in to the discussion with our analyst Rajiv Leventhal.