Blake Madden 🏥
@B_Madden4
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
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…
This was a great overview from @PwC on the numbers behind medical cost trends. Read it here: pwc.com/us/en/industri…
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?
NEW: OpenEvidence, the AI medical assistant, just raised $210M at a $3.5B valuation led by GV & Kleiner Perkins. Now used by 40% of US doctors, it handles 8.5M clinical consults/month. The company also launched DeepConsult, an AI agent for PhD-level evidence syntheses.
February 19, 2025: • OpenEvidence is worth 10% of Doximity July 15, 2025: • OpenEvidence is now worth 33% of Doximity (on paper)
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: boardroom.hospitalogy.com/library/5f4e87… Or join for access: boardroom.hospitalogy.com/feed @RMFnyc1 @onguaranteed
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/health-tech/na…
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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…
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 😂
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.
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!
$5.3B: Abridge's current valuation after its $300M raise today. The AI scribe space is red-hot, and Abridge is at the forefront. A short history of Abridge shows you just how quickly they've scaled amid rampant clinician adoption:
Nabla, an AI scribe player, announced a huge $70M Series C today! Since launching in 2018, Nabla has: • Raised a total of $120M • Been adopted by 85,000+ clinicians at 130+ healthcare organizations • Saved clinicians an average of 2 hours daily
Officially official - Ascension is acquiring AmSurg! I broke down the details here and discussed Ascension's health system transformation strategy as well: hospitalogy.com/articles/2025-… Link to press release: globenewswire.com/news-release/2…
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Father’s Day scramble. You guys know what that means. Time to bring out the big guns
Father’s Day scramble. You guys know what that means. Time to bring out the big guns
