What's accelerating — funding, adoption, policy tailwinds, and market momentum shaping competitive advantage.
What's slowing or breaking — workforce strain, reimbursement pressure, regulatory drag, and systemic risk.
What's quietly reshaping the landscape — emerging shifts to position around before they're consensus.
PBM reform targets middlemen. Hospital consolidation eliminates independents. AI reimbursement battles pit providers against payers. The organizations thriving in 2026 won't be the biggest — they'll be the ones with the shortest distance between value creation and value capture.
PBM reform, hospital consolidation, and why the shortest distance wins.
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