HITshow Daily: October 29, 2025 (Wednesday)

Today on HITshow: Silicon Valley gets a billion-dollar hospital bet, and payers face mounting pressures. Today's HITshow Daily spotlights HCA's $1.3 billion Good Samaritan expansion, Centene's $6.6 billion Q3 loss, and ACA marketplace sticker shock as subsidies expire. Then in our second half, Amazon and Cleveland Clinic launch joint primary care, and GSK raises guidance on specialty drug strength. HOST: RHONDA BROOKS 📍 Hospital Expansion — Teresa Vaughn HCA Healthcare breaks ground on $1.3 billion expansion at Good Samaritan Hospital in San Jose, adding 234 single-patient rooms to reach 339 total beds by 2032. Santa Clara County has just 2.01 beds per 1,000 residents (below national average). Expansion creates 1,500 construction jobs and represents largest hospital investment in region in decades. 📍 Payer Losses — Xavier Banks Centene posts $6.6 billion Q3 loss after $6.7 billion non-cash goodwill impairment charge tied to One Big Beautiful Bill Act and stock decline. Excluding impairment, company beat expectations with $0.50 adjusted EPS. Higher behavioral health and home health costs partially offset by Medicaid rate increases. 📍 ACA Marketplace — Anika Shah ACA window shopping opens with premium sticker shock as enhanced subsidies expire December 31st. Congress deadlocked on subsidy extension amid government shutdown. Open enrollment begins November 1st with consumer and insurer uncertainty. 📍 Primary Care Launch — Nate Collier Amazon One Medical and Cleveland Clinic open first joint primary care office in Avon, Ohio. Partnership combines Amazon's membership-based platform with Cleveland Clinic's specialty access and clinical expertise. Second location planned for Shaker Heights in January 2026. 📍 Pharma Earnings — Jade Romero GSK raises 2025 outlook after specialty medicines post double-digit Q3 growth. HIV and oncology drugs offset US vaccine weakness (particularly Shingrix). Company now expects annual revenue growth of 6-7% (up from 3-5% guidance). . CEO Emma Walmsley prepares January handoff to Luke Miels amid US tariff uncertainty. 🎙️ 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, October 26-29 in Las Vegas.