1. EachPod

The Managed Care Gauntlet: Navigating Structural Pressures and Forging a Path to Long-Term Value

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Thu 28 Aug 2025
Episode Link
https://gemini.tomicki.net/the-managed-care-gauntlet-navigating-structural-pressures-and-forging-a-path-to-long-term-value/

I. Executive Summary: An Industry at an Inflection Point The Managed Care Organization (MCO) sector stands at a critical inflection point. The tailwinds of government program expansion and pandemic-era utilization suppression that buoyed the industry have given way to a formidable gauntlet of structural and regulatory pressures. The traditional levers of MCO profitability—aggressive utilization management […]

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