Why the macro market is shifting toward integrated care and what it means for investors and providers.
1. V28 & the New Economics of Care: Why Coordinated Support for Complex Patients Is the Next Growth Market
CMS V28 Final Rule
https://www.aapc.com/blog/93459-cms-hcc-model-v28
Strengthens incentives for longitudinal, coordinated care—directly aligning with Ursamin’s core value proposition.
In 2026, healthcare is entering a new phase where the system actively rewards organizations for keeping people healthier over time, especially those living with multiple chronic conditions (MCCs). CMS’s V28 Final Rule strengthens incentives for continuous, coordinated care not sporadic, one-off visits.
For investors, the signal is clear:
The market is shifting from reactive care to proactive relationship-based care.
Patients with multiple chronic illnesses (diabetes, heart disease, lung conditions, mental health needs, etc.) often see many different doctors. Yet their information lives multiple disconnected systems. This leads to missed follow-ups, duplicated tests, higher costs, and preventable complications.
This is where Ursamin is already positioned. While the market is just beginning to respond to V28, Ursamin’s platform was designed around the very capabilities the rule now rewards continuous engagement, unified patient views, and coordination across the entire care team. What others are beginning to conceptualize, Ursamin has already operationalized. That head start is meaningful for investors because it places the company directly at the intersection of regulatory momentum, clinical need, and scalable technology infrastructure.
For people with multiple chronic conditions, this shift means fewer gaps in care, earlier interventions, and more consistent support. For the market, it signals the beginning of a growth cycle centered on coordination and Ursamin is already leading it.
2. The ACCESS Model: A 10-Year Federal Endorsement of the Space Where Ursamin Already Excels
CMS ACCESS Model
https://www.cms.gov/priorities/innovation/innovation-models/access
A new 10-year initiative to reduce administrative burden and expand specialty care access—further validating the need for operational infrastructure like ours.
The CMS ACCESS Model reflects a decade-long commitment to making healthcare simpler, more connected, and less administratively burdensome. The model is designed to help patients, especially those with multiple chronic conditions, move between primary care and specialty care without delays, missing information, or lost referrals.
For investors, this is an important macro signal:
The federal government is prioritizing care coordination and is willing to pay for solutions that make it work.
Today, when a patient needs to see a specialist, the process often breaks down: referrals get lost, updates don’t make it back to the primary care doctor, and no one has a real-time view of what’s happening.
In today’s system, even straightforward referrals often break down, leaving patients waiting weeks or months for the care they need. The ACCESS Model aims to correct that by encouraging organizations to build the infrastructure, workflows, and coordination pathways that support a smoother experience.
What is striking is that the model is describing capabilities Ursamin already provides. While many companies will spend the next few years attempting to retrofit their systems to align with ACCESS expectations, Ursamin is entering 2026 with an established framework that naturally supports the model’s goals.
This early alignment positions Ursamin as a category leader rather than a follower. Investors looking at the long-term opportunity in health tech will recognize the advantage in a platform already calibrated to a 10-year federal initiative. For patients, the downstream impact is profound: faster access to care, fewer avoidable exacerbations, and a system that feels navigable rather than overwhelming.
The ACCESS Model is validating the direction that Ursamin has been building toward from day one.
3. The Industry Is Converging on One Insight: Unified Data + Lower Workload = Massive Value Creation
Industry Insight
https://substack.com/home/post/p-180433769
A growing body of industry analysis points to the same inflection point:
Once technology can unify data, reduce administrative work, and give providers clear, timely information, the entire structure of care delivery will evolve. This evolution is especially meaningful for people with multiple chronic conditions, because they stand to benefit the most from a system that finally works together.
Today, these patients see several providers, manage multiple medications, and move through a care system that often operates in silos. When everyone involved in their care can access the same information and work from the same plan, patient care becomes more consistent, gaps close more quickly, and conditions are managed before they escalate.
The market is now moving toward the infrastructure required to support these patients with clarity rather than complexity.
Ursamin anticipated this direction early, building a platform that consolidates critical patient data into a single, coherent picture and orchestrates the follow-up steps that care teams often struggle to manage manually.
For investors, this represents the rare combination of timing and readiness.
The next wave of value creation in health tech won’t come from more point solutions, but from platforms that can integrate care, reduce workload, and deliver clarity across the system for both the provider and patient.
As payer and provider incentives continue to reward coordination rather than volume, companies capable of reducing workload and creating true operational visibility will become indispensable. Ursamin operates in the critical middle layer of the market, turning fragmented workflows into coordinated action and enabling providers to meet rising expectations without added burden.
In 2026 and beyond, the winners in health tech will be the organizations that simplify the complex, empower clinical teams, and deliver measurable improvements for patients living with multiple chronic conditions.
Ursamin has already built what the industry is now realizing it needs for the future.
“Once tools exist that unify data, reduce workload, eliminate administrative drag, and answer the questions providers actually ask…the center of gravity will shift.”
This is the shift we are building for.
