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Weekly Health Tech Reads 11/9/25

Weekly Health Tech Reads 11/9/25

Hippocratic AI's funding round, Q3 earnings season reviews, and more

Kevin O'Leary

Nov 9, 2025

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Weekly Health Tech Reads 11/9/25

Hippocratic AI's funding round, Q3 earnings season reviews, and more

Kevin O'Leary

Nov 9, 2025

Weekly Health Tech Reads 11/9/25

Earnings Notes: Humana Q3 2025

Humana appears set for meaningful growth in 2026, a year that was already expected to be pressured because of the Stars headwind

Kevin O'Leary

Nov 9, 2025

Earnings Notes: Humana Q3 2025

Jonathan Palisoc, health economist and Medicaid expert, on provider taxes and state directed payments

Provider taxes and state directed payments will pull over $40 billion a year out of Medicaid spending once they're fully implemented which will send ripples through the health care economy.

Martin Cech

Nov 7, 2025

Jonathan Palisoc, health economist and Medicaid expert, on provider taxes and state directed payments

Earnings Notes: Privia Health Q3 2025

Privia's Q3 earnings call highlights another quarter of solid growth, strong performance in MSSP, and the M&A opportunity ahead similar to Evolent's ACO

Kevin O'Leary

Nov 6, 2025

Earnings Notes: Privia Health Q3 2025

A discussion with Stacy Edgar, CEO of Venteur

Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment

Kevin O'Leary, Martin Cech

Nov 6, 2025

A discussion with Stacy Edgar, CEO of Venteur
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