healthcare Archives - Vista Partners LLC

Not Another AI Toy: How Commure Built a $6 Billion Healthcare Workhorse

by John F. Heerdink, Jr. May 19, 2026 190Views 0Likes

Commure’s latest funding round reads less like a startup press release and more like a subtle reset for how Wall Street thinks about AI in healthcare—less science project, more infrastructure play with real revenue attached. A $6 Billion Reminder That Healthcare Runs…

FDA Musical Chairs: What the Latest Leadership Shuffle Means for Biotech Investors -( $IBB $XBI )

by John F. Heerdink, Jr. May 16, 2026 255Views 0Likes

The FDA’s latest reshuffle of its top drug and biologics leaders lands biotech in yet another plot twist—but this one may read more like a quirky chapter break than a full-blown cliffhanger for investors. FDA’s New Cast at the Top The Food…

Healthcare’s Quiet Reboot: Why P3 and Amwell Are Leaning Into the Hard Work -( $AMWL $PIII )

by John F. Heerdink, Jr. May 15, 2026 184Views 0Likes

In a quarter where the market preferred flashy AI tickers to unglamorous healthcare plumbing, P3 Health Partners (PIII) and Amwell (AMWL) quietly reported results that suggest the real work in healthcare is happening far from meme stocks and momentum screens. Both companies…

Healthcare With Altitude: PACS Delivers, and Salt Lake City Joins the Big‑Cap Conversation -( $PACS )

by John F. Heerdink, Jr. May 12, 2026 319Views 0Likes

PACS Group, Inc. is giving Wall Street a reason to smile, with its Salt Lake City roots, NYSE ticker PACS, and a stock that is rallying smartly today while still showing solid gains over the year despite bouts of volatility. From the Wasatch…

Family Offices Put On The White Coat: Why The Smart Money Is Suddenly Fluent In AI & Oncology

by John F. Heerdink, Jr. May 12, 2026 237Views 0Likes

Family offices didn’t just come back to the deal table in April – they showed up with term sheets in one hand and stethoscopes in the other. Healthcare Becomes the New Family Office Heirloom After a cautious March tied to geopolitical jitters…

Cash, Churn and Checkups: Reading Between the Lines of Amwell’s Q1 2026 -( $AMWL )

by John F. Heerdink, Jr. May 7, 2026 194Views 0Likes

Amwell’s (NYSE: AMWL) first-quarter scorecard reads like a classic Wall Street turnaround chapter: the top line is shrinking, but the balance sheet is fortified, losses are tightening, and management is whistling its way toward cash-flow breakeven by year-end. Cash, Costs and a…

Telehealth After the Sugar High: Why Amwell Thinks Its Platform Days Are Just Getting Started -( $AMWL $DOCS $HIMS $TALK $TDOC )

by John F. Heerdink, Jr. May 5, 2026 290Views 0Likes

Amwell’s (NYSE: AMWL) latest story is a quiet telehealth turnaround: a company that spent the last cycle building infrastructure now talking more about operating leverage, sticky SaaS, and a disciplined path to growth – all while the rest of digital health is…

Eli Lilly’s Weight-Loss Empire Just Got Heavier with $2.4B Acquisition – And So Did Its Market Cap -( $LLY $NVO $SPY )

by John F. Heerdink, Jr. February 9, 2026 394Views 0Likes

Eli Lilly (LLY) has once again muscled its way to the top of the healthcare league tables, with its stock climbing as investors double down on the idea that obesity drugs are less a fad and more a new asset class. The…

Tag: healthcare

Not Another AI Toy: How Commure Built a $6 Billion Healthcare Workhorse

FDA Musical Chairs: What the Latest Leadership Shuffle Means for Biotech Investors -( $IBB $XBI )

Healthcare’s Quiet Reboot: Why P3 and Amwell Are Leaning Into the Hard Work -( $AMWL $PIII )

Healthcare With Altitude: PACS Delivers, and Salt Lake City Joins the Big‑Cap Conversation -( $PACS )

Family Offices Put On The White Coat: Why The Smart Money Is Suddenly Fluent In AI & Oncology

Cash, Churn and Checkups: Reading Between the Lines of Amwell’s Q1 2026 -( $AMWL )

Telehealth After the Sugar High: Why Amwell Thinks Its Platform Days Are Just Getting Started -( $AMWL $DOCS $HIMS $TALK $TDOC )

Eli Lilly’s Weight-Loss Empire Just Got Heavier with $2.4B Acquisition – And So Did Its Market Cap -( $LLY $NVO $SPY )

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