Why is Private Equity so eager to fund ACOs?
Because #VBC is the perfect extraction vehicle — high risk for #doctors, asymmetric returns for investors. I followed the money.
https://www.pcplens.com/p/vbc-and-pe-a-match-made-in-dc
#healthcare #healthpolicy #public health #medsky #imsky
#PE fronts capital to fund an ACO. If it succeeds? ~900% ROI in 6 years.
If it fails? PE still wins through practice roll-ups and sale-leasebacks.
Meanwhile, #PCPs lose money either way.
https://www.pcplens.com/p/vbc-and-pe-a-match-made-in-dc
🃏 In Value-Based Care, the house always wins — and the house is #PrivateEquity. I ran the numbers. Whether the ACO succeeds or fails, PE profits.
So who is #VBC actually designed to serve?
https://www.pcplens.com/p/vbc-and-pe-a-match-made-in-dc
#healthpolicy #medsky #imsky
VBC & PE: A Match Made in DC The House of Private Equity Always Wins https://www.pcplens.com/p/vbc-and-pe-a-match-made-in-dc https://www.pcplens.com/p/vbc-and-pe-a-match-made-in-dc
Podcast - VBC & PE: A Match Made in DC The House of Private Equity Always Wins www.pcplens.com/p/podcast-vbc-and-pe-a-m...
#Obesity in America is not your doctor's fault -- and yet under the current system, your #PCP is blamed and penalized
www.pcplens.com/p/obesity-a-symptom-of-t...
#healthpolicy #medsky #imsky
Payer-funded PMPM looks like the perfect way for independent #ACOs to enter value-based care.
But missing performance metrics can completely annihilate independent ACOs and #PCPs, sending them into bankruptcy.
www.pcplens.com/p/good-intentions-bankru...
#vbc
Good Intentions, Bankrupt Doctors VBC Simulation to Show Why Payor Funded ACOs Backfire www.pcplens.com/p/good-intentions-bankru... www.pcplens.com/p/good-intentions-bankru...
Podcast - Good Intentions, Bankrupt Doctors VBC Simulation to Show Why Payor Funded ACOs Backfire www.pcplens.com/p/podcast-good-intention...
Our article in @HealthAffairs
#ACCESS solves core business problem for digital health companies.
After raising billions in VC money without sustainable revenue, they now have federally sponsored path to profits via #Medicare.
#healthpolicy #medsky
www.healthaffairs.org/content/fore...
Hospitals fund many ACOs—but the deal often requires PCP referrals back into higher-cost hospital settings. This, then raises total spend and erases shared savings.
Result: Consolidation
www.pcplens.com/p/the-math-behind-hospit...
The Math Behind Hospital-Based ACOs Exposing the structural trap with the VBC Simulation Model www.pcplens.com/p/the-math-behind-hospit... www.pcplens.com/p/the-math-behind-hospit...
Podcast - The Math Behind Hospital-Based ACOs Exposing the structural trap with the VBC Simulation Model www.pcplens.com/p/podcast-the-math-behin...
CMS ACCESS Program:
Docs complained that $30/quarter was too low. No one listened.
Now Healthtech rates are out, and suddenly, there is an outcry about reimbursement!
unsloppable.ai/2026/02/17/a...
#healthtech #health #primarycare #vbc #medsky #healthpolicy
Stop calling it "Care."
#VBC is a business contract. My simulation shows how contract terms make #ACO survival nearly impossible. See the data:
https://vbcsim.pcplens.com/
#HealthcareFinance #HealthPolicy
Is Value Based Care delivering on its promise?
The VBC contract #metrics matter more than #care models to often succeed in #VBC
You can model the outcomes using the simulator that I created here: vbcsim.pcplens.com
You are welcome :) Please share with other people who might be interested.
I built a model to see if #ACOs survive. Most don't.
#ValueBasedCare is a contract engineered for #Consolidation, not care. Run the simulation to see the math for yourself: https://vbcsim.pcplens.com/
#HealthPolicy
Podcast - VBC Financial Simulation Model Simulate How & Why Contracts Matter More than Care www.pcplens.com/p/podcast-vbc-financial-...
#Healthcare AI won’t be won by the “best LLM.”
Once #LLM is good enough, the bottleneck is #malpractice risk and regulatory approval/capture.
So the real moat for "doctor-as-a-service" is not #AI model--it’s the insurance stack.
#healthpolicy #medsky
Health Determinants at Check-In Funneling Social Problems into the Exam Room www.pcplens.com/p/health-determinants-at...
Screening for poverty in exam room isn't compassion; it's a bureaucratic alibi for policy failure
The shift from #SDOH to "Health-Related Social Needs" (HRSN) launders political inaction via clinical documentation
More: www.pcplens.com/p/health-determinants-at...
#VBC #HealthPolicy
Podcast - Health Determinants at Check-In Funneling Social Problems into the Exam Room www.pcplens.com/p/podcast-health-determi...
Skynet, but for America’s health system?
The folks behind Medicare, CDC, and friends are wiring up one giant “robot brain” to run healthcare bureaucracy.
What could possibly go wrong?
New Unsloppable AI post (written by AI):
unsloppable.ai/2025/12/05/w...
#healthpolicy #medsky #imsky
Podcast - The Ritual of Care How the Annual Physical Became a Billion Dollar Surveillance Machine https://www.pcplens.com/p/podcast-the-ritual-of-care
The Ritual of Care How the Annual Physical Became a Billion Dollar Surveillance Machine https://www.pcplens.com/p/the-ritual-of-care
#Claude AI getting more cynical than me on #quality measurement in #HealthcareAI
The correct answer for Domain C (clinical care) is "No Quality Measurement."
What do you think?
#healthpolicy #medsky #imsky
The Scorekeepers of American Medicine The History of Quality Measures and Why They Persist www.pcplens.com/p/the-scorekeepers-of-am...
Commercial payors pay PCPs lower than PCPs employed by large systems — and often below Medicare and Medicaid rates.
https://pubmed.ncbi.nlm.nih.gov/41044451/
#healthpolicy #medsky #imsky
#Fastfood ads don’t sell food; they sell feeling in 4 steps:
👉 Vibrant colors & sizzle = Attention
👉 Slow-mo bite = Interest
👉 Pure joy on screen = Desire
👉 Limited-time offer = FOMO
Outome = Obesity
Where’s the line between clever persuasion and personal choice? 🤔
#medsky #imsky #healthpolicy