{"id":261867,"date":"2024-04-19T07:10:30","date_gmt":"2024-04-19T06:10:30","guid":{"rendered":"https:\/\/clarivate.com\/?p=261867"},"modified":"2025-05-13T12:58:24","modified_gmt":"2025-05-13T12:58:24","slug":"how-retailers-and-payviders-are-disrupting-u-s-healthcare-in-2024","status":"publish","type":"post","link":"https:\/\/clarivate.com\/life-sciences-healthcare\/blog\/how-retailers-and-payviders-are-disrupting-u-s-healthcare-in-2024\/","title":{"rendered":"How retailers and \u201cpayviders\u201d are disrupting U.S. healthcare in 2024"},"content":{"rendered":"<p>Amid health system megamergers in 2023, retail giants like Amazon and Walmart joined integrated payer\/providers Aetna\/CVS Health, Humana, and UnitedHealthcare in evolving care delivery strategies that calcify an industry-wide movement toward a \u201cnew world\u201d \u2014 which may one day be replete with medication-delivering drones, drugstore-owned home healthcare, and \u201dpayvider\u201d hegemons motivated to turn healthcare consumers into lifelong wellness patients. While the key players\u2019 strategies differ, all are focused on bending the cost curve while increasing patient touchpoints and engagement.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-261868 aligncenter\" src=\"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-content\/uploads\/sites\/4\/2024\/04\/payviders.jpg\" alt=\"\" width=\"1379\" height=\"755\" srcset=\"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-content\/uploads\/sites\/4\/2024\/04\/payviders.jpg 1379w, https:\/\/clarivate.com\/life-sciences-healthcare\/wp-content\/uploads\/sites\/4\/2024\/04\/payviders-300x164.jpg 300w, https:\/\/clarivate.com\/life-sciences-healthcare\/wp-content\/uploads\/sites\/4\/2024\/04\/payviders-1024x561.jpg 1024w, https:\/\/clarivate.com\/life-sciences-healthcare\/wp-content\/uploads\/sites\/4\/2024\/04\/payviders-768x420.jpg 768w, https:\/\/clarivate.com\/life-sciences-healthcare\/wp-content\/uploads\/sites\/4\/2024\/04\/payviders-73x40.jpg 73w\" sizes=\"auto, (max-width: 1379px) 100vw, 1379px\" \/><\/p>\n<h3>Strategy #1: innovate and create<\/h3>\n<p><strong>Amazon<\/strong> founder Jeff Bezos has <a href=\"https:\/\/carinasammartino.substack.com\/p\/10-years-to-be-overnight-success\" target=\"_blank\" rel=\"noopener\">said<\/a> that overnight success takes about 10 years \u2014 and that ramp-up period may be what\u2019s playing out for the ecommerce giant in healthcare. Amazon\u2019s big splash happened in February <a href=\"https:\/\/www.cnbc.com\/2023\/02\/22\/amazon-closes-deal-to-buy-primary-care-provider-one-medical.html\" target=\"_blank\" rel=\"noopener\">2023<\/a> when it purchased the national primary-care practice One Medical for $3.9 billion, following an earlier failed healthcare venture with Berkshire Hathaway and JPMorgan Chase. One Medical offers a membership-based virtual and in-person care model. Since buying the chain, Amazon has made strategic expansions of its brick-and-mortar locations (<a href=\"https:\/\/www.hartfordbusiness.com\/article\/hartford-healthcare-amazon-owned-one-medical-partner-to-open-five-new-ct-offices\" target=\"_blank\" rel=\"noopener\">Connecticut<\/a>, <a href=\"https:\/\/abcnews.go.com\/Health\/amazon-owned-medical-begins-opening-new-locations-us\/story?id=102128930\" target=\"_blank\" rel=\"noopener\">San Francisco<\/a>, and <a href=\"https:\/\/www.beckershospitalreview.com\/disruptors\/amazons-vision-for-a-frictionless-future-in-healthcare.html?origin=BHRE&amp;utm_source=BHRE&amp;utm_medium=email&amp;utm_content=newsletter&amp;oly_enc_id=9629F7631690I2D\" target=\"_blank\" rel=\"noopener\">Milwaukee<\/a>), increased IDN partnerships for specialty referrals to 18, and introduced healthcare-focused subscription services, including One Medical and RxPass. RxPass offers more than 50 select prescriptions at no additional cost for $5 per <a href=\"https:\/\/pharmacy.amazon.com\/rxpass?ref_=sf2_rxpass2_t1\" target=\"_blank\" rel=\"noopener\">month<\/a>. Amazon CEO Andy <a href=\"https:\/\/s2.q4cdn.com\/299287126\/files\/doc_financials\/2023\/q4\/Amazon-Q4_2023_Transcript.pdf\" target=\"_blank\" rel=\"noopener\">Jassy<\/a> recently indicated that offering One Medical memberships to Prime members at half price has seen \u201cvery good take-up.\u201d<\/p>\n<p><strong>Amazon\u2019s mergers, acquisitions, and partnerships (March 2023 to March 2024)<\/strong><\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Deal<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Date<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Details<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Blue Shield of California contracts with Amazon Pharmacy<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/news.blueshieldca.com\/2023\/08\/17\/pharmacy-care-reimagined\" target=\"_blank\" rel=\"noopener\">August 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">As part of Blue Shield\u2019s Pharmacy Care Reimagined initiative, Amazon Pharmacy is one of five companies to deliver drugs to its members; the initiative is expected to save the insurer up to $500 million in annual drug costs<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">One Medical partnership with Virginia Mason Franciscan Health (Seattle)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.vmfh.org\/about-vmfh\/news-media\/news-releases\/vmfh-and-one-medical-announce-collaboration\" target=\"_blank\" rel=\"noopener\">November 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black;\">One Medical, which has nearly 30 locations in the greater Seattle market, formed a partnership for its members to receive specialty care from the Virginia Mason Franciscan Health IDN. This IDN had signed an agreement with UnitedHealth Group\u2019s <a href=\"https:\/\/www.beckershospitalreview.com\/finance\/optum-virginia-mason-strike-referral-medicare-advantage-deal.html?origin=PayerE&amp;utm_source=PayerE&amp;utm_medium=email&amp;utm_content=newsletter&amp;oly_enc_id=9629F7631690I2D\" target=\"_blank\" rel=\"noopener\">Optum<\/a> nearly five months earlier.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">One Medical partnership with Hackensack Meridian Health (New Jersey)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.hackensackmeridianhealth.org\/en\/News\/2023\/11\/14\/HMH-and-One-Medical-Announce-Partnership\" target=\"_blank\" rel=\"noopener\">November 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Through One Medical\u2019s partnership with Hackensack Meridian Health, multiple locations will open over the next several years, including are and specialty care settings\u201d<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">One Medical partnership with national employer cooperative Health Transformation Alliance<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.fiercehealthcare.com\/providers\/under-amazon-one-medical-builds-out-health-system-employer-partnerships-primary-care?utm_medium=email&amp;utm_source=nl&amp;utm_campaign=HC-NL-FierceHealthPayer&amp;oly_enc_id=3347B3880112A2W\" target=\"_blank\" rel=\"noopener\">November 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">HTA, a national employer <a href=\"https:\/\/www.htahealth.com\/\" target=\"_blank\" rel=\"noopener\">cooperative<\/a> with more than 4 million employees and 60 member companies including Coca-Cola, JPMorgan Chase, Walgreens and others, partners with One Medical as the employer cooperative builds a national primary-care network for its members<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Digital health company Omada Health becomes the first partner for Amazon\u2019s Health Condition Programs<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.aboutamazon.com\/news\/retail\/amazon-health-condition-programs\" target=\"_blank\" rel=\"noopener\">January 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Amazon\u2019s newly launched Health Condition Programs partners with digital health companies, connecting insurance members and employees with covered digital benefits; first partner Omada Health\u2019s cardiometabolic programs focus on preventing diabetes and managing care for patients with diabetes and hypertension<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Horizon BCBS of New Jersey contracts with Amazon Pharmacy<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.horizonhealthnews.com\/ordering-your-medications-is-now-as-convenient-as-shopping-with-amazon\/\" target=\"_blank\" rel=\"noopener\">February 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Under the agreement with Horizon BCBS, Amazon Pharmacy\u2019s home delivery services are available to commercial and Medicare members<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Virtual healthcare delivery platform hellocare partnership with Alexa Smart Properties<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/developer.amazon.com\/en-US\/blogs\/alexa\/alexa-skills-kit\/2024\/03\/hellocare-himms-alexa-announce-march-2024\" target=\"_blank\" rel=\"noopener\">March 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Alexa\u2019s integration with the hellocare platform allows patients to place calls and request care from doctors and nurses using just their voice through the Hello 2 device, which is plugged into their TV sets<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Amazon Pharmacy partnership with Eli Lilly for direct-to-consumer home delivery<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.reuters.com\/business\/healthcare-pharmaceuticals\/lilly-partners-with-amazon-deliver-zepbound-other-drugs-2024-03-13\/\" target=\"_blank\" rel=\"noopener\">March 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Amazon Pharmacy is one of two options (the other being Truepill) for Eli Lilly\u2019s new direct-to-consumer service, LillyDirect, which allows consumers to obtain migraine, diabetes, and obesity drugs (including weight-loss medication Zepbound) directly from the drug company<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>*Source: News reports and company releases.<\/em><\/p>\n<p>More recent developments provide a look into Amazon\u2019s interest in treating patients with chronic conditions, including a pharmacy consultation <a href=\"https:\/\/www.fiercehealthcare.com\/providers\/amazon-pharmacy-testing-out-medication-consulting-service-one-medical-primary-care\" target=\"_blank\" rel=\"noopener\">pilot<\/a> for high-risk seniors with complex medical needs. A patient\u2019s provider can request pharmacy consultations in an initiative described as helping patients who would otherwise qualify for home <a href=\"https:\/\/www.fiercehealthcare.com\/providers\/amazon-pharmacy-testing-out-medication-consulting-service-one-medical-primary-care\" target=\"_blank\" rel=\"noopener\">hospital<\/a> services. Amazon also <a href=\"https:\/\/www.aboutamazon.com\/news\/retail\/amazon-health-condition-programs\" target=\"_blank\" rel=\"noopener\">introduced<\/a> Health Condition Programs, which partners with digital health companies such as Omada Health to connect members of health plans and employer-sponsored insurance with covered digital benefits. In classic Amazon style, its pharmacy offers two-day <a href=\"https:\/\/www.amazon.com\/b\/node=23945845011\" target=\"_blank\" rel=\"noopener\">shipping<\/a> on prescriptions by mail, with same-day <a href=\"https:\/\/www.usatoday.com\/story\/money\/2023\/10\/19\/amazon-drone-delivery-texas-prescriptions\/71240689007\/\" target=\"_blank\" rel=\"noopener\">delivery<\/a> available in seven markets, with <a href=\"https:\/\/www.fiercehealthcare.com\/ai-and-machine-learning\/how-amazon-pharmacy-using-ai-deliver-medications-faster-it-expands-same-day\" target=\"_blank\" rel=\"noopener\">plans<\/a> to add a dozen more cities by year end. In College Station, Texas (northwest of Houston), eligible Amazon Pharmacy customers can get their prescription dropped outside their door by drone <a href=\"https:\/\/www.aboutamazon.com\/news\/retail\/amazon-pharmacy-amazon-air-prescription-drone-delivery\" target=\"_blank\" rel=\"noopener\">delivery<\/a> within one hour. In 2024, watch as the global trendsetter brings to bear its technological expertise combined with a captive Prime membership, brand recognition, and national employer buy-in to re-envision healthcare that truly works around the patient.<\/p>\n<p>As Amazon taps technology to rewire healthcare and medicine delivery, employee-owned supermarket chain <strong>Hy-Vee<\/strong> is launching new programs that draw consumers to its robust retail health and pharmacy business, which includes <a href=\"https:\/\/www.hy-vee.com\/corporate\/our-company\/community\/hyvee-healthy-you-mobile\/\" target=\"_blank\" rel=\"noopener\">a fleet of mobile health units<\/a> and <a href=\"https:\/\/www.hy-vee.com\/health\/retail-health-clinics.aspx\" target=\"_blank\" rel=\"noopener\">numerous healthcare clinics<\/a> operated by provider partners, among other services. In the last year, Hy-Vee inked a new direct primary care <a href=\"https:\/\/www.hy-vee.com\/corporate\/news-events\/news-press-releases\/hyvee-becomes-joint-owner-of-exemplar-care\/\" target=\"_blank\" rel=\"noopener\">partnership<\/a> with Exemplar Care in Iowa and launched a <a href=\"https:\/\/www.hy-vee.com\/corporate\/news-events\/news-press-releases\/hyvee--soda-health-launch-new-health-and-wellness-benefits-program-2024\/\" target=\"_blank\" rel=\"noopener\">Smart Benefits program<\/a> with health technology company Soda Health to offer personalized health and wellness benefits like nutritional counselling and incentives for fresh produce. Hy-Vee also opened its first multispecialty <a href=\"https:\/\/www.hy-veehealthinfusion.com\/about\/\" target=\"_blank\" rel=\"noopener\">infusion clinics<\/a> in West Des Moines, Iowa and Chicago, with limited distribution medications through subsidiary Amber Specialty Pharmacy. Other highlights include a new health and wellness <a href=\"https:\/\/www.hy-vee.com\/corporate\/news-events\/news-press-releases\/-hyvee-launches-new-hyvee-healthy-you-subscription-service\/\" target=\"_blank\" rel=\"noopener\">subscription<\/a> for consumers that includes preventative health screenings and nutritional counselling. Keep an eye on Hy-Vee as the retailer steadily builds an empire of subsidiaries and partnerships that anchor it to consumers, patients with chronic conditions and employers.<\/p>\n<h3>Strategy #2: recalibrate<\/h3>\n<p>As Amazon and Hy-Vee find new ways to engage patients, <strong>Walgreens<\/strong> is reconsidering its aggressive growth plans for majority-owned subsidiary VillageMD under new leadership. \u00a0As the dust settles on a series of acquisitions from 2021 to 2023 (including VillageMD, Summit Health\/CityMD, Shields Specialty Pharmacy, and home healthcare company <a href=\"https:\/\/www.walgreensbootsalliance.com\/news-media\/press-releases\/2022\/walgreens-boots-alliance-accelerates-full-acquisition-carecentrix\" target=\"_blank\" rel=\"noopener\">CareCentrix<\/a>), the drugstore giant is conducting \u201c<a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">an intense review<\/a>\u201d of assets and is shedding approximately <a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">160<\/a> underperforming VillageMD sites (which are part of its U.S. Healthcare segment) across the nation as part of a <a href=\"https:\/\/investor.walgreensbootsalliance.com\/static-files\/85820b1e-249c-44c5-b1d9-b9e554bf0556\" target=\"_blank\" rel=\"noopener\">$1 billion<\/a> cost-cutting strategy. Divesting clinics (as VillageMD did in Rhode Island in <a href=\"https:\/\/www.modernhealthcare.com\/mergers-acquisitions\/villagemd-walgreens-clinics-arches-medical-partners?utm_source=modern-healthcare-daily-dose-wednesday&amp;utm_medium=email&amp;utm_campaign=20240320&amp;utm_content=article3-headline\" target=\"_blank\" rel=\"noopener\">March 2024<\/a>) rather than closing them altogether may play into this strategy as well. At the time of reporting, Walgreens had exited <a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">140<\/a> locations including ones in Florida, Indiana, Massachusetts, Nevada, New Hampshire, Rhode Island, and Illinois, where VillageMD had just opened a new Chicago clinic in fall 2023.<\/p>\n<p>The downsizing is not a total reversal of Walgreens\u2019 aggressive primary-care clinic expansion plan (which in <a href=\"https:\/\/www.walgreensbootsalliance.com\/news-media\/press-releases\/2021\/walgreens-boots-alliance-makes-52-billion-investment-villagemd\" target=\"_blank\" rel=\"noopener\">2021<\/a> imagined 1,000 VillageMD clinics by 2027), but rather a reallocation of capital to increase VillageMD\u2019s density in \u201chigh-opportunity\u201d markets\u2014i.e., those with high <a href=\"https:\/\/www.forbes.com\/sites\/brucejapsen\/2024\/01\/07\/cracks-emerge-in-walgreens-retail-clinic-strategy-as-patient-panels-go-unfilled\/?sh=5b67fd1a2b72\" target=\"_blank\" rel=\"noopener\">patient volumes<\/a>. After all, Walgreens sees \u201c<a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">rightsizing<\/a>\u201d and \u201c<a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">optimizing<\/a>\u201d VillageMD as integral to recovering from multi-billion dollar operating <a href=\"https:\/\/investor.walgreensbootsalliance.com\/static-files\/b7905e37-31d1-4f36-88df-c0ce0b25ece1\" target=\"_blank\" rel=\"noopener\">losses<\/a> in fiscal year 2023. In its <a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">second-quarter earnings call<\/a> in March 2024, Walgreens reported it had delivered its first-ever quarter of positively adjusted EBITA for its U.S. Healthcare segment and another quarter of significant year-on-year growth led by both Shields and VillageMD.<\/p>\n<p><strong>Walgreens mergers, acquisitions, and partnerships (March 2023 to March 2024)<\/strong><\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Deal<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Date<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Details<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Acquisition of post-acute and home health care company CareCentrix<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.marketscreener.com\/quote\/stock\/WALGREENS-BOOTS-ALLIANCE--19356230\/news\/Walgreens-Boots-Alliance-Inc-completed-the-acquisition-of-remaining-45-stake-in-CareCentrix-Inc-44225190\/\" target=\"_blank\" rel=\"noopener\">March 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Under the deal, CareCentrix CEO John Driscoll joined Walgreens as the president of Walgreens\u2019 U.S. Healthcare sector before being replaced by Mary Langowski in February 2024<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Partnership with Pearl Health<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20230912625674\/en\/\" target=\"_blank\" rel=\"noopener\">September 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black;\">By leveraging Pearl Health\u2019s value-based care platform, Walgreens hopes to be the \u201c<a href=\"https:\/\/www.businesswire.com\/news\/home\/20230912625674\/en\/\" target=\"_blank\" rel=\"noopener\">partner of choice<\/a> for providers and health systems looking to transition quickly and effectively to value-based care\u201d<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>*Source: News reports and company releases.<\/em><\/p>\n<h3>Strategy #3: execute<\/h3>\n<p>CVS Health, Humana, UnitedHealthcare and Walmart are executing geographic and clinical scale-up plans in 2024 through new merger and acquisition activity (including partnerships) and capital expansion projects. While <strong>CVS Health<\/strong> recently shuttered nearly 30 MinuteClinics in Southern <a href=\"https:\/\/www.msn.com\/en-us\/health\/other\/cvs-closing-25-minuteclinics-in-southern-california-here-are-the-impacted-locations\/ar-BB1hzxXf\" target=\"_blank\" rel=\"noopener\">California<\/a> and <a href=\"https:\/\/www.wmur.com\/article\/cvs-close-4-minuteclinic-locations-new-hampshire\/46635982\" target=\"_blank\" rel=\"noopener\">New Hampshire<\/a> as part of a <a href=\"https:\/\/s2.q4cdn.com\/447711729\/files\/doc_financials\/2023\/q4\/CVS-4Q23-Earnings-Call-Transcript.pdf\" target=\"_blank\" rel=\"noopener\">massive downsizing plan<\/a> first announced in 2021, the payvider still has ambitious growth plans for its senior-centered primary-care subsidiary Oak Street Health. Oak Street <a href=\"https:\/\/www.oakstreethealth.com\/news\/oak-street-health-announces-plans-to-enter-arkansas-iowa-kansas-and-virginia-expansion-to-increase-companys-presence-to-25-states-by-end-of-year\" target=\"_blank\" rel=\"noopener\">opened<\/a> as many as 35 locations in 2023, and expects to open 50 to 60 additional centers by the end of <a href=\"https:\/\/www.fool.com\/earnings\/call-transcripts\/2023\/11\/01\/cvs-health-cvs-q3-2023-earnings-call-transcript\/\" target=\"_blank\" rel=\"noopener\">2024<\/a>. CVS leverages its various other assets of pharmacy and home health (through Signify Health) to drive volume and patient engagement at Oak Street, especially for Aetna Medicare Advantage members. As of January 2024, CVS reported the number of Aetna members being treated by Oak Street had <a href=\"https:\/\/s2.q4cdn.com\/447711729\/files\/doc_financials\/2023\/q4\/Q4-2023-Earnings-Presentation.pdf\" target=\"_blank\" rel=\"noopener\">doubled<\/a>.<\/p>\n<p><strong>CVS Health\u2019s mergers, acquisitions, and partnerships (March 2023 to March 2024)<\/strong><\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Deal<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Date<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Details<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Acquisition of home healthcare provider and value-based care enabler Signify Health<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-completes-acquisition-of-signify-health.html\" target=\"_blank\" rel=\"noopener\">March 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">CVS Health acquired Signify Health for <a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-completes-acquisition-of-signify-health.html\" target=\"_blank\" rel=\"noopener\">$8 billion<\/a>; with <a href=\"https:\/\/www.signifyhealth.com\/partner-program\" target=\"_blank\" rel=\"noopener\">11,000 clinicians<\/a> in <a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-completes-acquisition-of-signify-health.html\" target=\"_blank\" rel=\"noopener\">50 states<\/a>, Signify offers home visits to identify chronic conditions, close gaps in care, and address social determinants of health. Signify\u2019s healthcare <a href=\"https:\/\/www.cvsaco.com\/\" target=\"_blank\" rel=\"noopener\">platform<\/a> also assists 65,000 provider partners to participate in value-based care with nearly 1 million attributed lives<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Oak Street Health acquisition<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-completes-acquisition-of-oak-street-health.html\" target=\"_blank\" rel=\"noopener\">May 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black;\">CVS acquired Oak Street for <a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-to-acquire-oak-street-health.html\" target=\"_blank\" rel=\"noopener\">$10.6 billion<\/a>; the payer-agnostic, value-based primary-care network includes <a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-to-acquire-oak-street-health.html\" target=\"_blank\" rel=\"noopener\">600 primary-care providers<\/a> and more than <a href=\"https:\/\/www.oakstreethealth.com\/locations\" target=\"_blank\" rel=\"noopener\">200 centers in 25 states<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">CVS Accountable Care collaboration with The Ohio State Wexner Medical Center<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.cvshealth.com\/news\/health-equity\/ohio-state-university-medical-center-cvs-accountable-care-collaborate-to-improve-medicare-beneficiary-care.html\" target=\"_blank\" rel=\"noopener\">January 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">The CVS ACO participates in the Medicare Shared Savings Program Enhanced track, initially supporting the care of Medicare beneficiaries following hospitalization<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>*Source: News reports and company releases.<\/em><\/p>\n<p><strong>Humana <\/strong>is following a similar growth strategy as it sharpens competition with UnitedHealthcare in the Medicare Advantage sector. In 2023, Humana\u2019s care delivery component CenterWell launched a senior-centered \u201c<a href=\"https:\/\/www.businesswire.com\/news\/home\/20230830473968\/en\/CenterWell-Senior-Primary-Care-Introduces-In-home-Primary-Care\" target=\"_blank\" rel=\"noopener\">Primary Care Anywhere<\/a>\u201d program for in-home primary care in Georgia and Louisiana (where Humana leads the MA sectors) and increased senior membership in value-based home care models nationwide to more than <a href=\"https:\/\/humana.gcs-web.com\/static-files\/be589005-459f-4427-97c7-4c95d8bba294\" target=\"_blank\" rel=\"noopener\">840,000<\/a>. Humana is also <a href=\"https:\/\/humana.gcs-web.com\/static-files\/be589005-459f-4427-97c7-4c95d8bba294\" target=\"_blank\" rel=\"noopener\">on track<\/a> to add 30 to 50 new senior-focused primary-care centers each year through 2025.<\/p>\n<p><strong>Humana\u2019s mergers, acquisitions, and partnerships (March 2023 to March 2024)<\/strong><\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Deal<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Date<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Details<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Expansion of partnership with Aledade, a value-based independent primary-care network<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/resources.aledade.com\/press-releases\/humana-and-aledade\/\" target=\"_blank\" rel=\"noopener\">March 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Under the 10-year agreement, Aledade physicians provide risk-bearing care to Humana seniors in both established and new markets<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Acquisition of senior-focused clinics from Cano Health, a value-based primary-care company<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/canohealth.com\/news\/cano-health-sells-substantially-all-of-its-primary-care-centers-in-texas-nevada-to-centerwell-senior-primary-care\/\" target=\"_blank\" rel=\"noopener\">September 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">The clinics are in Texas and Nevada, where Humana lags UnitedHealthcare\u2019s MA enrolment by wide margins<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Partnership with Greater Good Health, a value-based primary-care company<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/press.humana.com\/news\/news-details\/2023\/Humana-and-Greater-Good-Health-Expand-Access-to-Primary-Care-in-Montana-with-Opening-of-Senior-focused-Primary-Care-Clinics\/default.aspx#gsc.tab=0\" target=\"_blank\" rel=\"noopener\">October 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Humana and Greater Good Health opened new clinics in Missoula, Billings, and Great Falls<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Partnership with Patina, a patient-centered primary-care company<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/patinahealth.com\/blog\/patina-and-humana-team-to-deliver-convenient-relationship-centered-primary-care-to-medicare-advantage-members-in-the-charlotte-region\" target=\"_blank\" rel=\"noopener\">January 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Patina now provides virtual and in-home primary-care services to Humana\u2019s MA members in Charlotte, North Carolina starting Nov. 01, 2023; this expansion builds on an existing partnership with Patina in Philadelphia<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Expansion of partnership with Strive Health, a kidney care provider<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/press.humana.com\/news\/news-details\/2024\/Humana-and-Strive-Health-Announce-Expansion-of-Holistic-Patient-Centered-Care-for-People-with-Kidney-Disease\/default.aspx#gsc.tab=0\" target=\"_blank\" rel=\"noopener\">March 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Strive Health now offers Humana MA members in Indiana, Illinois, Kentucky, Michigan and northwest California access to value-based kidney care, including medication management and transplant coordination; the agreement builds on an existing relationship that began in 2020<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>*Source: News reports and company releases.<\/em><\/p>\n<p><strong>UnitedHealthcare <\/strong>may assert further dominance over Humana if its acquisition of home healthcare company Amedisys closes, a controversial transaction thwarted by antitrust concerns and legal pushback from a February 2024 <a href=\"https:\/\/www.hhs.gov\/about\/news\/2024\/03\/05\/hhs-statement-regarding-the-cyberattack-on-change-healthcare.html\" target=\"_blank\" rel=\"noopener\">cybersecurity attack<\/a> on subsidiary Change Healthcare, which the American Hospital Association <a href=\"https:\/\/www.aha.org\/press-releases\/2024-03-05-aha-statement-hhs-response-change-healthcare-cyberattack\" target=\"_blank\" rel=\"noopener\">referred<\/a> to as \u201cthe most significant and consequential <a href=\"https:\/\/www.aha.org\/press-releases\/2024-03-05-aha-statement-hhs-response-change-healthcare-cyberattack\" target=\"_blank\" rel=\"noopener\">incident<\/a> of its kind against the U.S. health care system in history\u201c. But, even without Amedisys, the insurer still has home healthcare company LHC Group, acquired in early 2023, and will leverage a <a href=\"https:\/\/www.unitedhealthgroup.com\/newsroom\/2022\/2022-9-7-wal-mart-collaborate-affordable-health-care.html\" target=\"_blank\" rel=\"noopener\">long-term partnership<\/a> with Walmart plus the nation\u2019s largest network of employed and affiliated physicians through Optum to manage patient health and drive down costs for vulnerable patients. The pending acquisition of Stewardship Health, the physician component of the financially ailing, Dallas-based Steward Health Care, would add as many as 5,000 physicians to Optum\u2019s physician network and mark Optum\u2019s entry into several new states, including Louisiana, where UHC falls behind Humana in terms of market share.<\/p>\n<p><strong>Optum\u2019s mergers, acquisitions, and partnerships (March 2023 to March 2024)<\/strong><\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Deal<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Date<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Details<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Patient referral partnership with Virginia Mason Medical Center in Seattle<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.beckershospitalreview.com\/finance\/optum-virginia-mason-strike-referral-medicare-advantage-deal.html?origin=PayerE&amp;utm_source=PayerE&amp;utm_medium=email&amp;utm_content=newsletter&amp;oly_enc_id=9629F7631690I2D\" target=\"_blank\" rel=\"noopener\">June 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">The Polyclinic (which Optum acquired in 2018 and will rebrand as Optum in <a href=\"https:\/\/www.heraldnet.com\/news\/the-everett-clinic-changing-name-to-parent-company-optum-in-2024\/\" target=\"_blank\" rel=\"noopener\">April 2024<\/a>) now refers patients to Virginia Mason Medical Center for inpatient care; the agreement also calls for Virginia Mason and Optum to co-manage Virginia Mason\u2019s Medicare Advantage patients; Virginia Mason serves as a <a href=\"https:\/\/one.walmart.com\/content\/dam\/themepage\/pdfs\/centers-of-excellence-overview-2022.pdf\" target=\"_blank\" rel=\"noopener\">Center of Excellence<\/a> for spine surgery in the CEO program at Walmart (a partner of UnitedHealthcare)<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Acquisition of home healthcare provider Amedisys<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Pending (agreement signed in <a href=\"https:\/\/investors.amedisys.com\/news\/news-details\/2023\/Amedisys-and-Optum-to-CombineAdvancing-Value-Based-Care-for-Patients\/default.aspx\" target=\"_blank\" rel=\"noopener\">June 2023<\/a>)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">A few months after acquiring home health firm LHC Group, Optum announced its planned acquisition of Amedisys, which provides post-acute care and home healthcare across more than 500 locations in 37 states and D.C.; the company includes more than 102,000 physicians<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Acquisition of Corvallis Clinic in Oregon<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Emergency approval for the acquisition <a href=\"https:\/\/www.beckerspayer.com\/m-and-a\/optum-receives-green-light-on-emergency-purchase-of-oregon-clinic.html?origin=PayerE&amp;utm_source=PayerE&amp;utm_medium=email&amp;utm_content=newsletter&amp;oly_enc_id=9629F7631690I2D\" target=\"_blank\" rel=\"noopener\">granted<\/a> by Oregon Health Authority in March 2024<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">100 providers faced significant pushback from physicians, patients, and other community members; Corvallis filed an emergency application in early March asking for the deal to be expedited to avoid service delays for patients<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Acquisition of Stewardship Health (the physician component of Steward Health Care)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Pending, announced <a href=\"https:\/\/apnews.com\/article\/steward-health-care-massachusetts-optum-unitedhealth-group-89ca86d66e3e4e3ad020d4ee94edac3c\" target=\"_blank\" rel=\"noopener\">March 2024<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">The acquisition would add as many as 5,000 physicians to Optum\u2019s physician network and mark Optum\u2019s entry into Arkansas (where UHC leads the MA sector by nearly double that of Humana), Louisiana (where Humana has a healthy MA lead), New Hampshire (where UHC dominates the MA space, and Pennsylvania (where UHC falls into fourth place for MA)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Like Humana, <strong>Walmart <\/strong>is planning to open <a href=\"https:\/\/corporate.walmart.com\/news\/2023\/03\/02\/walmart-health-nearly-doubles-in-size-with-launch-into-two-new-states-in-2024\" target=\"_blank\" rel=\"noopener\">nearly 30<\/a> new Walmart Health centers by the end of the year. It signed its first health system partner Orlando Health in <a href=\"https:\/\/corporate.walmart.com\/news\/2023\/11\/01\/walmart-health-expands-access-to-affordable-care-in-florida-with-ambetter-from-sunshine-health-and-orlando-health-collaborations\" target=\"_blank\" rel=\"noopener\">November 2023<\/a> to coordinate care for its patients who receive services from the IDN, helped in part by the fact they both use the <a href=\"https:\/\/www.beckershospitalreview.com\/innovation\/why-orlando-health-became-walmarts-1st-hospital-partner.html\" target=\"_blank\" rel=\"noopener\">Epic<\/a> EHR. The partnership indicates Walmart will tap health systems \u2014 potentially those already affiliated with Walmart through the <a href=\"https:\/\/one.walmart.com\/content\/dam\/themepage\/pdfs\/centers-of-excellence-overview-2022.pdf\" target=\"_blank\" rel=\"noopener\">Center of Excellence program<\/a> \u2014 to help improve <a href=\"https:\/\/www.beckershospitalreview.com\/innovation\/why-orlando-health-became-walmarts-1st-hospital-partner.html\" target=\"_blank\" rel=\"noopener\">care coordination<\/a> between primary and specialty care.<\/p>\n<p><strong>Walmart\u2019s mergers, acquisitions, and partnerships (March 2023 to March 2024)<\/strong><\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Deal<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Date<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Details<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart partnership with Lyra Health for its employees<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/www.forbes.com\/sites\/brucejapsen\/2023\/04\/10\/walmart-launches-major-employee-mental-health-support-initiative\/?sh=24eecc29f678\" target=\"_blank\" rel=\"noopener\">April 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">California-based Lyra Health agreed to facilitate mental health education for the company\u2019s leaders and managers, teaching them how to deal with associates struggling with a behavioral health challenge<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart Health partnership with Orlando Health<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/corporate.walmart.com\/news\/2023\/11\/01\/walmart-health-expands-access-to-affordable-care-in-florida-with-ambetter-from-sunshine-health-and-orlando-health-collaborations\" target=\"_blank\" rel=\"noopener\">November 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart Health and Orlando Health have agreed to coordinate care for their patients<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart Health partnership with Ambetter from Sunshine Health (Centene)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><a href=\"https:\/\/corporate.walmart.com\/news\/2023\/11\/01\/walmart-health-expands-access-to-affordable-care-in-florida-with-ambetter-from-sunshine-health-and-orlando-health-collaborations\" target=\"_blank\" rel=\"noopener\">November 2023<\/a><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart Health centers are a preferred provider for health insurance exchange members of Centene\u2019s Ambetter from Sunshine Health plan in select Florida counties<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h3><strong>CONCLUSION<\/strong><\/h3>\n<p>The pace of change in healthcare continues to accelerate following major milestones that include 2010\u2019s Affordable Care Act and its subsequent\u2014and ongoing\u2014support of innovative care delivery models, and the COVID-19 pandemic, which brought care settings such as telehealth and the patient\u2019s home to the forefront. At the heart of this change is the ability to manage care for high-risk patients with multiple chronic conditions effectively, and it remains to be seen which disruptive healthcare players can bring this model to scale at a time when relative outsider Amazon has entered the scene.<\/p>\n<p>In the near term, watch as Amazon, brick-and-mortar retailers like Hy-Vee and Walmart, and payviders accelerate care delivery through various inorganic and organic growth strategies. Amazon\u2019s pace-setting innovation strategy, Walgreens\u2019 recalibration strategy, and the execution of CVS Health will tell whether these disruptors can bring their model to scale more quickly and effectively than traditional players\u2014or whether traditional players will prove integral to these disruptors\u2019 success.<\/p>\n<table style=\"height: 187px; width: 577px; border-collapse: collapse;\">\n<tbody>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Player<\/strong><\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\"><strong>Future growth plans<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">UnitedHealth Group (Optum)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">UnitedHealth Group announced plans in March 2024 to acquire Steward Health Care\u2019s medical group of up to 5,000 providers in nine states. It purchased dozens of <a href=\"https:\/\/www.statnews.com\/2024\/03\/11\/unitedhealth-outpatient-surgery-centers-medicare-advantage-ncp-fresenius\/\" target=\"_blank\" rel=\"noopener\">ASCs<\/a> in 2023; a fast-track acquisition of The <a href=\"https:\/\/www.oregon.gov\/oha\/HPA\/HP\/HCMOPageDocs\/018-Optum-TheCorvallis-Clinic-Emergency-Exemption-Determination.pdf\" target=\"_blank\" rel=\"noopener\">Corvallis<\/a> Clinic is underway in Oregon; and Optum planned to begin work on a $3.5M, three-story office building in Tacoma, <a href=\"https:\/\/www.bizjournals.com\/seattle\/news\/2023\/10\/17\/optum-health-plans-to-open-office-in-point-ruston.html\" target=\"_blank\" rel=\"noopener\">Washington<\/a> in early 2024. In 2019, UnitedHealth Group CEO David Wichmann indicated a plan to make Optum a <a href=\"https:\/\/www.businessinsider.com\/unitedhealth-groups-plan-to-make-optumcare-a-100-billion-business-2019-5\" target=\"_blank\" rel=\"noopener\">$100B<\/a> business by 2028, including by partnering with health systems for administrative services such as RCM and IT.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walgreens (VillageMD and Summit Health)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Prior to incurring operational losses in 2023, Walgreens\u2019 growth plans announced in 2021 called for expansion to 1,000 VillageMD clinics by 2027. Now, Walgreens is focused on \u201c<a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">rightsizing<\/a>\u201d and \u201c<a href=\"https:\/\/edge.media-server.com\/mmc\/p\/78tosw8j\/\" target=\"_blank\" rel=\"noopener\">optimizing<\/a>\u201d VillageMD by shedding approximately 160 underperforming sites across the nation.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Humana (CenterWell and Conviva clinics)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Humana\u2019s growth target is 30 to 50 clinics annually for a total of 100 new clinics between 2023 and 2025. It expected to end <a href=\"https:\/\/www.marketbeat.com\/earnings\/transcripts\/97414\/\" target=\"_blank\" rel=\"noopener\">2023<\/a> with net growth of 60 to 65 clinics, including the 24 centers it acquired from Cano Health in Texas and Nevada (half of which were expected to be consolidated into existing centers or closed by year-end 2023).<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Amazon (One Medical)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">In 2022, One Medical planned to expand to markets accounting for 40 percent of the U.S. <a href=\"https:\/\/hartfordhealthcare.org\/about-us\/news-press\/news-detail?articleid=39042&amp;publicId=395\" target=\"_blank\" rel=\"noopener\">population<\/a> (pediatric, adult, and senior care). Additional Amazon One medical offices are expected in Milwaukee in early 2024; three additional clinics are expected to open in Connecticut (for a total of five); and one location is expected in New Jersey in 2024, with multiple other New Jersey locations planned over the next several years.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">CVS Health (Oak Street Health)<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Oak Street Health opened 35 centers in <a href=\"https:\/\/s2.q4cdn.com\/447711729\/files\/doc_financials\/2023\/q3\/CVS-3Q23-Earnings-Transcript-Final.pdf\" target=\"_blank\" rel=\"noopener\">2023<\/a>, entering four new states, and it will build 50 to 60 more clinics in 2024. CVS expects to accelerate Oak Street\u2019s footprint expansion in coming years, with previously stated plans of having more than 300 centers in total by <a href=\"https:\/\/www.cvshealth.com\/news\/company-news\/cvs-health-to-acquire-oak-street-health.html\" target=\"_blank\" rel=\"noopener\">2026<\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart Health<\/td>\n<td style=\"width: 349px; border: 1px solid black; text-align: center;\">Walmart Health is on track to have more than 75 centers nationwide by the end of 2024.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>*Source: News reports and company releases.<\/em><\/p>\n<p>Learn more about how Clarivate helps life science companies navigate market access <a href=\"\/life-sciences-healthcare\/biopharma\/market-access\/\">here<\/a>.<\/p>\n<p><strong><em>This post was written by Ren\u00e9e Burnham and Michelle La Vone.<\/em><\/strong> <em>Ren\u00e9e Burnham is a manager within Clarivate Market Access Insights where her role encompasses content review and operational support. With a keen eye on the industry&#8217;s pivotal shift from volume to value, her expertise lies in navigating the complex landscape of market access and population health management. She is dedicated to helping clients enhance patient and community outcomes through strategic and innovative approaches that account for broad market influences. Michelle La Vone has been with Clarivate Market Access Insights (formerly Decision Resources Group) since 2013. As a lead healthcare research and data analyst, she analyses the Texas and Georgia healthcare markets and tracks the rapidly evolving convenient care industry.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Amid health system megamergers in 2023, retail giants like Amazon and Walmart joined integrated payer\/providers Aetna\/CVS Health, Humana, and UnitedHealthcare in evolving care delivery strategies that calcify an industry-wide movement&#8230;<\/p>\n","protected":false},"author":8,"featured_media":261869,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_links_to":"","_links_to_type":0,"footnotes":""},"categories":[19,276,21],"tags":[118,90,38,333],"class_list":["post-261867","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-biopharma","category-hospitals-and-healthcare","category-life-sciences-healthcare","tag-digital-health","tag-market-access","tag-patient-centricity","tag-pharma"],"acf":[],"lang":"en","translations":{"en":261867},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/posts\/261867","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/comments?post=261867"}],"version-history":[{"count":2,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/posts\/261867\/revisions"}],"predecessor-version":[{"id":300122,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/posts\/261867\/revisions\/300122"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/media\/261869"}],"wp:attachment":[{"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/media?parent=261867"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/categories?post=261867"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clarivate.com\/life-sciences-healthcare\/wp-json\/wp\/v2\/tags?post=261867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}