Jeffries senior equity analyst Brian Tanquilut dives deep into the hottest healthcare trends and what's shaping the industry's future. From Medicare Advantage cutbacks to the evolving role of telehealth, Brian shares insights on where the money's flowing and what healthcare marketers need to know. Tune in for a must-listen discussion that unpacks the critical shifts in healthcare, labor costs, and technology investments.
Brian Tanquilut brings over 20 years of experience as a senior equity analyst with Jeffries, providing a unique perspective on healthcare’s most pressing issues. In this episode, he reveals how healthcare providers are navigating post-COVID realities, from labor stabilization to Medicare Advantage cutbacks. We explore how major health plans are shifting strategies, what the decline in supplemental benefits means for patients, and how technology like AI is reshaping the industry. Tanquilut also dives into the challenges facing telehealth and the growing importance of the pharmacist-patient relationship. Don’t miss his expert take on the future of healthcare and how these trends will shape marketing strategies for years to come.
In this episode, we discuss:
Why Medicare Advantage plans are pulling back on “consumerism” supplemental benefits.
How healthcare labor costs are stabilizing and impacting operations.
Reasons behind the decline of telehealth and what patients value more.
How AI is changing the game for payors and providers alike.
The evolving role of pharmacists as key healthcare partners.
Show Notes
(01:23) Overview of healthcare sectors Brian covers, including hospitals, pharmacies, and value-based care
(04:26) The Medicare Advantage cutbacks and how they affect supplemental benefits
(08:12) Stability of commercial insurance and the focus on Medicare Advantage
(10:00) Discussion on the Jeffries Bus Tour and healthcare’s importance in Nashville
(12:40) Labor cost inflation in healthcare and signs of stabilization
(13:48) Medicaid reimbursement rates increasing and the impact on hospitals
(19:28) Hospital investment challenges: labor vs. technology during post-COVID recovery
(20:00) AI in healthcare: payers’ advanced tools and hospitals’ need to catch up
(21:18) Revenue cycle management moving to the forefront of hospital CFOs’ strategies
(24:54) Decline of telehealth post-COVID and the importance of patient-clinician relationships
(26:30) How pharmacies, like CVS, are shifting to a cost-plus model and emphasizing pharmacist-patient relationships
(30:15) Behavioral health demand is high, but clinician shortages are a challenge
(31:12) Why direct-to-consumer behavioral health models are fading while insurance-based models thrive
(35:15) How upcoming elections may affect healthcare policies
(36:18) Brian’s go-to healthcare news sources: Beckers, Modern Healthcare, Politico, and CQ HealthBeat
(37:29) Future trends and key takeaways for healthcare marketers
Relevant Links & Recommended Reading
Recommended Reading
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