Monitoring Industry Activity from Quarter 3 of 2023

This article discusses ongoing disruption in the market for hospital-based physician staffing services, with multiple health system operators discussing their strategies and results with insourcing their coverage. Investors are also interested in how the GLP-1 class of pharmaceuticals may impact long-term demand for healthcare services, including dialysis treatments. This article also analyzes M&A activity in the Medicare Advantage market and the home health space, among other topics.

The Q3 2023 edition of HealthCare Appraisers’ FMVantage Point™ Quarterly Insights has been edited by Daniel I. Levin, CFA, ASA, with expert commentary from Nicholas J. Janiga, ASA.

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