The Corner Series Value-Based Care: Investment Opportunities, Evolution, and Disruptors with Andrew Clark of Leavitt Equity Partners
Nov 20, 2023
Andrew Clark, managing partner at Leavitt Equity Partners and a leader in healthcare private equity, dives into the shifting landscape of U.S. healthcare. He discusses the diminishing appeal of fee-for-service models and the rise of value-based care, which promises better outcomes and significant investment opportunities. The conversation touches on the role of AI in enhancing patient care, the impact of non-healthcare behemoths like Amazon, and the convergence of payers and providers—highlighting the urgent need for innovation in healthcare.
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Episode notes
Value-Based Care Beyond Primary Care
- Value-based care opportunities extend beyond primary care and Medicare Advantage.
- Other sectors like chronic care (cardiac, pulmonary, diabetes, kidney) offer potential.
Sectors for Value-Based Contracting
- Some healthcare sectors are more suited to value-based contracting than others.
- High-cost, chronic care areas like cardiac and pulmonary care offer good opportunities.
Scale in Value-Based Care
- Scale is important in primary care for managing risk in value-based contracting.
- Smaller-scale success is possible with partial fee-for-service alongside shared savings.