HITshow Daily: December 2, 2025 (Tuesday)

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HITshow Daily: December 2, 2025 (Tuesday)

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Today on HITshow: It's a show about margins and maneuvering—hospital operators flexing, policy fights that hit the safety net, and big payers tightening the map. We'll check the pulse on interoperability because "data sharing" still isn't the same as "data you can actually use." HCA Healthcare's stock hits an all-time high. Hospitals sue to block a 340B rebate pilot that could hit cash flow. CMS finalizes the 2026 home health rule with payment decreases. UnitedHealth fully exits Latin America with the Banmedica sale. And a distressed-hospital settlement shows what stabilization really costs. HOST: RHONDA BROOKS 📍 HCA Stock Hits All-Time High — Logan Stokes Wall Street is grading hospital operations in real time. The signal: big, efficient operators can keep delivering despite labor pressure and a messy payer environment. For CFOs, it's a mirror—double down on capacity management, length-of-stay discipline, and clean charge capture. .📍 Hospitals Sue Over 340B Rebate Pilot — Anika Shah Hospitals and hospital groups are suing to block the federal 340B rebate pilot before it takes effect January 1, 2026. The core issue: rebate-style setup could create cash-flow risk and administrative churn compared to upfront discounts. 📍 CMS Home Health Payment Rule — Teresa Vaughn CMS finalized the 2026 home health rule with an estimated 1.3% aggregate payment decrease. For hospitals, the pressure point is discharge flow—if home health capacity tightens, length of stay and ED bottlenecks become real problems. 📍 UnitedHealth Exits Latin America — Jade Romero UnitedHealth agreed to sell Banmedica to private equity firm Patria for roughly $1 billion, completing its retreat from South America. Watch for sharper priorities and tighter contracting posture as the company refocuses. 📍 Interoperability Still Misses the Mark — Peter Betterworth Even as data sharing expands and networks grow, clinicians report poor usability of EHR data. The gap: connectivity without usability doesn't count if it doesn't show up at the point of care. 📍 Waterbury Hospital Tax Settlement — Jalen Cross A judge approved an $8.8 million tax settlement tied to Prospect Medical Holdings—a reminder that turnaround is expensive, and modernization costs follow distressed-asset deals long after the handshake. 🎙️ Subscribe here or wherever you listen to podcasts, and if you like our show, please follow us on LinkedIn at https://www.linkedin.com/company/hit_show. HITshow is made possible by EY, Kimmchi and HLTH 2025 — the epicenter of healthcare innovation, where the future of care happens.

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