How Lantern and Morgan Health Are Re-Wiring Employer Healthcare, And Why Narrow Networks Are Suddenly Worth a Second Look (with Dan Mendelson, CEO Morgan Health and John Zutter, CEO Lantern)

Blake Madden sits down with two of the people most responsible for re-wiring the employer side of healthcare right now: Dan Mendelson, CEO of Morgan Health — JPMorgan Chase's $280M healthcare investment arm — and John Zutter, CEO of Lantern, a specialty care navigation platform now covering 12 million member lives. The conversation covers serious ground: How Lantern cracked the code on surgeons of excellence at a community level Why Dan thinks traditional payer networks are failing The $10M cell & gene therapy math nobody at the employer level wants to run Whether AI finally makes narrow networks work this time around Why specialty care, oncology, infusions, and specialty drugs represent ~60% of total employer healthcare spend — and are growing 1.5x to 3x faster than overall trend If you sell into employers, sit on a benefits committee, run a self-funded plan, or invest in this corner of the market, this one's worth blocking off the time for. --- Navvis partners with health systems and health plans to deliver real performance improvement across value-based care and fee-for-service models. ⁠⁠https://navvishealthcare.com/vbc⁠⁠ --- For expert analysis on healthcare M&A, strategy, finance, and markets, join 68K+ readers of Blake Madden’s Hospitalogy newsletter. Subscribe here: ⁠⁠⁠⁠⁠https://hospitalogy.com/⁠⁠⁠⁠⁠ Like our podcast? Listen to previous episodes here: ⁠⁠⁠⁠⁠https://hospitalogy.com/podcast/⁠⁠⁠⁠⁠ Be sure to leave us a review, and share our podcast with colleagues. Follow Blake Madden on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/blakecmadden/⁠⁠⁠⁠⁠⁠⁠⁠ --- Follow Dan Mendelson on LinkedIn: https://www.linkedin.com/in/dnmendelson/ Follow John Zutter on LinkedIn: https://www.linkedin.com/in/john-zutter-687000a/