A reflection on the ACA and catastrophic coverage, Q3 payor earnings, Eli Lilly's GLP-1 dominance, a potential SPAC candidate, and more
Nov 2, 2025
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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.
Nov 7, 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
Nov 6, 2025
Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment
tough choices for fragile state budgets, squeezing the Medicare balloon, and MA plans report earnings during a tricky year
Clover Health beats expectations on revenue but missed on adjusted EBITDA for the quarter. 2025 guidance was revised, lowering adjusted EBITDA and raising expected Benefit Expense Ratio.
Nov 5, 2025
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