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Specialty & Bundled Payments

Expert articles and analysis related to specialty & bundled payments.

9 articles•Last 7 Days

AI Summary — Last 7 Days

Specialty VBC activity this week clustered around kidney and oncology models: Humana’s expanded kidney-care relationship with DaVita and Strive Health’s emphasis on high-value kidney networks signal continued payer/provider investment in ESRD and CKD risk management, while NKF’s response to CMS ESRD payment RFIs underscores ongoing pressure to align dialysis reimbursement with patient outcomes, access, and modality choice. Oncology is also attracting capital and platform consolidation, with Thyme Care raising $125M and launching a new oncology parent entity to scale navigation and risk-based cancer care capabilities. The broader pattern is that specialty enablement vendors are positioning around compliance, reimbursement accuracy, and care coordination—exemplified by Rainfall Health’s deployment at Mayo Clinic Jacksonville—as health systems and payers prepare for tighter specialty payment accountability under CMS and commercial VBC arrangements.

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