The $2 billion acquisition of NxStage will allow Fresenius to capture market share in the home dialysis segment and capitalize on payment models that favor coordinated care, analysts said.
Tenet Healthcare Corp. now has two activist shareholders with sizable stakes in its business. Boston-based Camber Capital has purchased 5.7% of Tenet's shares, and the hedge fund has a CEO with an activist history.
Not-for-profit providers' expense growth will likely continue to eclipse their revenue increases, as rising costs and downward pressure on reimbursement levels have a compounding effect over the years.
The deal would combine Presence Health, the largest Catholic health system in Illinois, with the nation's largest not-for-profit hospital company.
Guest Commentary: Lawmakers, policymakers must act now to stave off severe shortages in primary care
Preparing for an uncertain future is never easy, but it's always better than the alternative of simply standing pat.
The economic term for what's happening in retailing is disintermediation—the removal of middlemen from a supply chain or a series of transactions.
As systems acquire more types of service lines and reach for new reimbursement models, the hospital becomes less of a focal point, and executives look to physician leaders and partnerships to lead the change.