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The Strategist: May 22, 2025

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Strategist | Strategy CatalystHow health systems are reacting to tariffs: perspectives from supply chain and strategy leaders

We’re aggregating insights from last month’s Strategist Live networking session, 1-on-1 interviews we’ve held with health system supply chain leaders, and discussions held at the Health Management Academy’s recent Supply Chain Officer Forum.

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Strategist | Strategy CatalystThe Strategist in Brief: May 22, 2025

A brief summary of the top stories in this edition, including an audio version.

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Strategist | Strategy CatalystFederal judge sides with HRSA on 340B, but leaves door open for drugmaker rebates

A federal judge ruled that pharmaceutical companies can’t withhold upfront 340B discounts without federal approval, but also directed HRSA to reconsider Sanofi’s proposed rebate model.

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Strategist | Strategy CatalystVirtual chronic care provider Omada files to go public

Omada filed its S1 on May 9. It joins Hinge Health—which is targeting a ~$2.98B valuation—as the second digital‑health IPO of the year.

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Strategist | Strategy CatalystNews Flashes, Top Reads, and Numbers: May 22, 2025

A quick roundup of recent headlines, our top reads for the week, and numbers in the news.

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