The Shift to Value-Based Care: Evidence of Progress

Posted on June 3, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Health Capital Consultants, LLC

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A recent joint report by the National Association of Accountable Care Organizations (NAACOS) and Innovaccer Inc., a healthcare artificial intelligence (AI) company, found tangible evidence that the U.S. healthcare delivery system is indeed moving toward value-based care (VBC).

Fifteen years after the passage of the Patient Protection and Affordable Care Act (ACA), which promoted VBC through the advent of ACOs and other alternative payment models, there is finally evidence that providers are actually moving in that direction.

This Health Capital Topics article reviews the joint report on “The State and Science of Value-based Care 2025.” (Read more…)

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PARADOX VBC: https://medicalexecutivepost.com/2024/10/25/paradox-value-based-care/

VBC: https://medicalexecutivepost.com/2018/12/07/the-state-of-value-based-care-vbc/

RN CAPITATION: https://medicalexecutivepost.com/2024/07/07/on-nursing-capitation-reimbursement/

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DAILY UPDATE: The Gap is Down but Stock Markets are Up

Posted on June 3, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Essays, Opinions and Curated News in Health Economics, Investing, Business, Management and Financial Planning for Physician Entrepreneurs and their Savvy Advisors and Consultants

“Serving Almost One Million Doctors, Financial Advisors and Medical Management Consultants Daily“

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SPONSORED BY: Marcinko & Associates, Inc.

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🟢 What’s up

  • Meta Platforms popped 3.62% on a report in the Wall Street Journal that the company is going all-in on using AI to create advertisements.
  • Applied Digital skyrocketed 48.46% after the data center operator announced two 15-year leases with CoreWeave that will bring in $7 billion in new revenue. CoreWeave rose 7.99%.
  • BioNTech soared 18.05% on news of a multibillion-dollar collaboration with Bristol Myers Squibb to develop cancer treatments. Bristol Myers Squibb rose 1.06%.
  • Moderna gained 1.84% thanks to the FDA’s approval of its new Covid vaccine, though it’s only for certain patients.
  • Blueprint Medicines exploded 26.09% after the biopharma company agreed to be acquired by Sanofi for $9.5 billion.

What’s down

  • Tesla slipped 1.09% after vehicle deliveries across Europe continued to drop, including a 67% decline in France last month.
  • Auto stocks suffered from fears of higher pricing thanks to President Trump’s steel tariff hike. General Motors tumbled 3.87%, Ford fell 3.86%, and Stellantis slid 3.55%.
  • Sports-betting stocks took a loss after Illinois lawmakers decided to tax the companies $0.25 per wager made on their apps. DraftKings lost 5.99%, and Flutter Entertainment dropped 2.74%.
  • Advertising stocks sank on Meta Platforms’ announcement of AI advances in its advertisements. Omnicom Group lost 4.02%, and WPP Group fell 2.45%.

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Markets: Stocks closed out a winning month Friday with the S&P 500 having its best one since 2023. But the markets are still rattled by the trade war, and stocks wavered during the day after President Trump accused China of breaching its recent trade deal with the US. Investors declined to fall into the Gap after the retail chain said tariffs would cost it up to $150 million this fiscal year.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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