Healthcare Deal Guy

Discussing the business of healthcare. Startups, Trends, M&A, Reform.

[Healthcare Deal Guy @HCDealGuy]

I’m being a sore loser today…hopefully clarity will follow in the coming days. Tomorrow brings another day, and with it…another deal.

We will press on!

[Healthcare Deal Guy @HCDealGuy]

Losing out on a big deal can be sobering. Coming in second or third after spending months on diligence and analysis sucks. I always believe one or more of the following factors is at play: 🧵

[Healthcare Deal Guy @HCDealGuy]

If 4, the rest of us have to get better!

[Gilead Lancaster, MD @GileadLancaster]

@HCDealGuy Thanks for your interest. #EMBRACE_HCR has had updates. You can get more info @: https://t.co/qz0n82YMGy & sign up for the newsletter. Also I have a book coming out 2/23. #UnifiedHC_Book @EMBRACE_reform @JHUPress @RobinWColeman

[Healthcare Deal Guy @HCDealGuy]

@GileadLancaster, also curious about the reception. What has been the biggest hurdle in gaining advocates?

[Healthcare Deal Guy @HCDealGuy]

@GileadLancaster, I just discovered you and the EMBRACE plan in the last week or so…very impressed. Any changes in the plan since the original draft?

[Healthcare Deal Guy @HCDealGuy]

@jfschneidr What's the fix?

[Healthcare Deal Guy @HCDealGuy]

You gotta love the bittersweet employee resignations. Just had a team member leave to open a ski-in/ski-out bed and breakfast in the rockies! Tough backfill, but great to see people achieving their life goals.

[Healthcare Deal Guy @HCDealGuy]

@maxclark @Levijameshere Anecdotally, I know a guy who lost half his net worth in 2020 and became clinically depressed soon thereafter. His post-crash number was >$600mm.

This is why net worth will never be my goal.

[Senator Adam Schiff @SenAdamSchiff]

In Canada, insulin is $12 on average.
In Mexico, it's about $16.

Yet in the U.S., it's nearly $100 for the same lifesaving drug.

Same continent. Same drug. Wildly different prices.

Why? Corporate greed.

Today, the House will cap the price of insulin. The Senate must follow.

[Healthcare Deal Guy @HCDealGuy]

@nexhealthHQ what is your value prop compared to other PMS plug-ins or other Patient Communication tools/orgs? i.e., Klara, WELL, etc.

[Healthcare Deal Guy @HCDealGuy]

@WilsonCompanies @realrookieceo Can confirm these multiples…past 18 months I’ve seen them go from ~7x to ~11x

[Healthcare Deal Guy @HCDealGuy]

@WilsonCompanies I can provide operational/financial insights from soup to nuts, but would need to chat with him or her before sourcing any deals.

[Reuters @Reuters]

Washington-based Zeva Aero is developing a disc-shaped flying vehicle that its inventors believe will change the personal transportation landscape

[Healthcare Deal Guy @HCDealGuy]

Good news for Providers and operators everywhere...

Healthcare employment rose across nearly all sectors in February https://t.co/AbSv0figZY via @modrnhealthcr

[Healthcare Deal Guy @HCDealGuy]

@modrnhealthcr It's HCPE, moron.

[Healthcare Deal Guy @HCDealGuy]

Nice example of how NOT to do things in HEPE...

Study: Private equity linked to higher anesthesia costs https://t.co/w3I7CbmXT8 via @modrnhealthcr

[Healthcare Deal Guy @HCDealGuy]

Cuban & Oshmyansky have their work cut out for them, but this is nothing if not admirable!

[Healthcare Deal Guy @HCDealGuy]

Good stuff from @JoshuaPCohen1 last month.

"Transparency is the buzzword in healthcare. It’s easy to understand why. U.S. healthcare markets generally lack transparency. And, without it, the market cannot operate optimally."

https://t.co/owF6p8BOcn