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HCA Healthcare, Inc. (HCA)

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  • A
    Anonymous
    $HCA conversation
    $HCA
    Target Raised by Mizuho Securities Buy USD 180 » USD 195
  • D
    DAVID
    $CLOV conversation
    1/2
    So why would a company like $GOOG buy a company like $CLOV for at least $30/share?

    FYI, my opinions. Not inside information and not financial advice. This is an argument for a mutually beneficial business combination via acquisition.

    OK, so why would a company like $GOOG buy a company like $CLOV for at least $30/share?

    The bigger question is why one of the current big healthcare giants ($UNH - $430B MC, $ANTM $105B MC, $HCA - $76B MC, $CI - $72B MC, $HUM - $57B MC,) wouldn’t buy $CLOV first to prevent having to compete with Google? The fact is they may not even be in the discussions due to the strong existing relationships between $CLOV management and $GOOG, but they should do whatever they can, and pay whatever it takes, to make sure this group does not reunite.

    Well first, maybe “reunite” is not quite correct as in fact, they are already partners. Google was one of the lead investors that helped launch $CLOV.

    https://www.fiercehealthcare.com/technology/google-parent-company-invests-big-medicare-advantage-startup-clover-health

    So why would Google, a tech company, want to invest ad/or partner/acquire Clover, a medical insurance company? Here’s a few reasons:

    Clover Health is primarily a tech company. There’s a great interview with the CEO Vivek Garipalli.

    https://youtu.be/uLmXHEHNsZo

    This is definitely worth the hour to listen as it gives great insight into how the concept of Clover Health came to be and more importantly, where it is going. Of particular interest, Vivek talks about how this was developed as a tech company. They had such amazing technology and AI, which would develop into Clover Assistant, but there was a problem. The issue was given the current setup of the medical industry, there was no incentive in place for the end user (i.e. the medical practices) to spend any funds on software to make patient outcomes better and more efficient. As Vivek explains, they soon realized to find the market that would see the value in their technology, they would have to create that market. Sounds very similar to many tech companies that are ahead of their time.

    2)

    Google has been interested in using AI to reinvent the $3T US healthcare industry for many years.

    https://www.cbinsights.com/research/report/google-strategy-healthcare/

    Doesn’t this sound like something the team leading Clover would say:

    In a statement provided to Fierce Healthcare, a Google spokesperson said "Google deeply believes in the power of technology to improve health and wellness and we have increased our health investments across the company.

    Clover Health Mission Statement

    On a mission to improve every life, Clover uses its proprietary technology platform to collect, structure, and analyze health and behavioral data to improve medical outcomes and lower costs for patients.

    While they had created an internal Google Health division in 2018, they have since disbanded the division. It seems like many large companies, Google needs entrepreneurs to basically handle outsourced innovation. In many cases like this, once the group better identifies the opportunities, defines the market, and proves out a workable model, an acquisition makes sense for all parties. As CTO Andrew Toy said in an Oct interview, “I truly believed you had to be within the healthcare industry, and specifically a payer, to then build great technology and have the fulcrum to make a difference."

    As you can read in the links below or doing a quick Google search, while the division was dismantled, their appetite to be in healthcare has not diminished.

    https://www.forbes.com/sites/johanmoreno/2021/08/21/google-dismantling-health-division/?sh=8f056abe4011

    https://www.healthcaredive.com/news/google-disbands-health-unit-as-chief-departs-for-cerner/605387/

    https://www.fiercehealthcare.com/tech/google-previews-ai-dermatology-tool-to-help-consumers-identify-skin-conditions

    https://www.fiercehealthcare.com/hospitals/google-cloud-will-beef-up-hca-healthcare-s-clinical-operational-data-analytics-new

    He also was quoted on an Oct interview saying, "I took a bit of an unusual choice instead of founding a company that worked within Google Health, Amazon, or Microsoft. I truly believed you had to be within the healthcare industry, and specifically a payer, to then build great technology and have the fulcrum to make a difference." This is the thinking outside the box that large established companies cannot do. They need to let people like Vivek and Andrew create a successful model and then just buy it out.

    3)

    Clover has incredibly deep relationships with Google. I’m sure most of you already know CTO Andrew Toy, the genius behind the Clover Assistant, has already developed a startup company, refined the model, proved it out, and sold it to Google.

    https://www.businessinsider.com/googles-120-million-divide-acquisition-2014-10
    Clover Health, the technology-focused startup serving Medicare Advantage customers, just got another infusion of venture capital. The company is now valued at $1.2 billion.
    Clover Health, the technology-focused startup serving Medicare Advantage customers, just got another infusion of venture capital. The company is now valued at $1.2 billion.
    www.fiercehealthcare.com
  • M
    Martin
    $HCA conversation
    Fingers crossed for $270-$300 by years end... I think $HCA should branch out and buy $NBRV & $ASXC
  • S
    SteveO
    $HCA conversation
    Hard to believe this thing is trading this high with Obamacare repeal coming within 200 days. Say hello to 20.
  • L
    Lisa
    $HCA conversation
    Today would be g ood day for HCA to start its 2 billion dollar stock buyback!
  • T
    TechKim
    $HCA conversation
    HCA needs 8x8 communication network. This is not a spam. HCA has very high end costs in communication and meetings.
    What better way to save than to end or at least balance the communication network? Cutting back on meetings just keeps hurting the HCA network. It is time for HCA to jump into 8x8x communications. 8x8 is my suggestion. There are others but not as efficient in my opinion. This is my suggestion only. Not a spam. https://www.8x8.com/
  • C
    Cfsaxny
    Won't last long due to Obamacare repeal