For this week’s episode, Hospitalogy’s Blake Madden puts two people on opposite ends of the same handshake into one virtual room: Travis Messina, CEO of Regent Surgical, and Niyum Gandhi, CFO of Mass General Brigham (MGB), who runs one of the most-watched integrated systems in the country.
Nominally, this episode is about ASCs. Really, it’s about what a system does when it could build anything itself — and chooses to partner instead.
Blake walked in carrying a grudge from his valuation days, when every ASC cap table he cracked open had physician ownership baked in like it was law. Niyum spent 20 minutes calmly arguing the opposite.
They also get into MGB’s $3B insurance arm (don’t call it a provider-sponsored plan to his face), a 25,000-patient endoscopy wait list, robots doing oncology, and the best AI adoption framework Blake’s heard a CFO articulate.
Travis also reminded Blake that his Geogia Bulldogs bounced Blake’s Texas Longhorns during the College World Series — which Blake is choosing to forgive.