Hospitals

4 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2024 by Ben Gilbert · across every show →

Everything said about Hospitals, oldest first

Jan 22, 2024 neutral
Assertion Partly supported
Hospitals and doctor offices make up 54% of healthcare revenue
“Hospitals, if you back out the drugs they prescribe, hospitals are 28% of the revenue in all of healthcare, which is large, but hospitals provide a crap ton of value. Professional services like doctor's offices are 26%.”
Ben Gilbert Jan 22, 2024 ▶ 3:28:12 Novo Nordisk (Ozempic) · Acquired
Apr 21, 2025
Insight
Hospitals want complete software suites from one vendor, not piecemeal tools
“Our customer, these hospitals, do not want to buy piecemeal solutions. They want to buy everything from one vendor, and they want that one vendor to provide the very best, most integrated experience possible.”
Ben Gilbert Apr 21, 2025 ▶ 1:02:10 Epic Systems (MyChart) · Acquired
Apr 21, 2025 neutral
Assertion Supported
US hospital EHR penetration surged from 9% to 95% in five years
“Market penetration of electronic healthcare records went from nine percent of hospitals in 2009 To 95% by 2014.”
Ben Gilbert Apr 21, 2025 ▶ 2:19:27 Epic Systems (MyChart) · Acquired
Apr 21, 2025 neutral
Assertion Supported
HITECH Act paid hospitals up to $64K per physician for EHR adoption
“So specifically, it amounted to 44,000 to 64,000 dollars per physician. In incentive payments over a few years for adopting it. Now that actually went to the hospital, but it was basically, you get paid for how many physicians are doing this.”
Ben Gilbert Apr 21, 2025 ▶ 2:16:11 Epic Systems (MyChart) · Acquired
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