Health Tech Nerds

Weekly Health Tech Reads 11/16/25

$1,000 AI scans and the US healthcare system, Humana and ChenMed's legal spat, House Rx's funding round, and more

Nov 16, 2025

Latest Posts

Q3 2025 Earnings Wrap-Up

Payers think they're priced correctly for 2026 medical trend, most companies retrenching while Privia and Alignment Health get asked about growth, and personalization and AI are still the buzz words with interesting examples from Hims, Oscar, and UnitedHealth Group.

Martin Cech, Kevin O'Leary

Nov 17, 2025

Weekly Health Tech Reads 11/16/25

$1,000 AI scans and the US healthcare system, Humana and ChenMed's legal spat, House Rx's funding round, and more

Kevin O'Leary

Nov 16, 2025

Earnings Notes: Ardent Health Q3 2025

Volume and revenue growth were as expected for the midsized urban market hospital operator, but cost pressures from professional fees and payer denials have caused them to revise their EBITDA guidance down for the year.

Martin Cech

Nov 14, 2025

Discussing Privia Health's Q3 earnings with Privia's Jason Ross, EVP of Medical Groups

Discussing Priva's Q3 earnings, the Evolent ACO acquisition, and Privia's solid VBC performance

Kevin O'Leary

Nov 14, 2025

A discussion with Jeff Davis, Director at McDermott+

The complicated formula that CMS uses to compensate physicians got its annual update, including a raise for the first time in six years although not everyone is celebrating.

Martin Cech

Nov 13, 2025

A discussion with Jeff Davis, Director at McDermott+

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