Listen "The Strategist in Brief: December 12, 2024"
Episode Synopsis
This episode covers breaking news about Walgreens reportedly in talks to sell itself to private equity firm Sycamore Partners, which could provide needed cash but also create financial pressures leading to potential bankruptcy. The episode also discusses the Biden administration's proposed rule expanding Medicare and Medicaid coverage for GLP-1 weight loss drugs to 7.4 million additional beneficiaries at a $40 billion cost over 10 years, Trump's emerging healthcare team including RFK Jr. and Dr. Mehmet Oz, and Bain & Company's prediction that non-traditional players could still capture 30% of the primary care market by 2030 despite retail health setbacks.
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