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HTN Daily Brief

Zocdoc acquires Sohar; SCAN + CareMore; Optum Rx earnings from ops defy gravity

HTN Daily Brief: 10/14/2026

Martin Cech, Kevin O'Leary

Oct 14, 2026

Company Research

Optum Rx Q3 2026 Earnings

Q3 earnings highlights focused on UnitedHealth Group's PBM segment, Optum Rx, which filled 21M fewer adjusted scripts in the quarter than in Q3 2025, while managing modest revenue growth of 0.6% and impressive operating margin expansion, driven by biosimilars and operational efficiencies.

Health Tech Nerds

Oct 14, 2026

Company Research

UnitedHealthcare Q3 2026 Earnings

Q3 earnings highlights focused on UnitedHealth Group's payer segment, UnitedHealthcare, which demonstrated continued deftness in a choppy medical trend environment and improved operating margin by 120 bps YoY.

Martin Cech

Oct 13, 2026

HTN Daily Brief

UnitedHealth Group beat & raise; CenterWell has a new JV partner; FQHC VBC platform mergers

HTN Daily Brief: 10/13/2026

Martin Cech, Kevin O'Leary

Oct 13, 2026

Weekly Health Tech Reads

Weekly Health Tech Reads 10/11/26

Atrium's spat with North Carolina's State Health Plan; AI consumers, healthcare stores, and Megan Fox; 2027 Stars; and more

Kevin O'Leary

Oct 11, 2026

LATEST

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Healthcare’s sharpest insightsfor the people shaping the industry

LATEST

Zocdoc acquires Sohar; SCAN + CareMore; Optum Rx earnings from ops defy gravity

Optum Rx Q3 2026 Earnings

UnitedHealthcare Q3 2026 Earnings

UnitedHealth Group beat & raise; CenterWell has a new JV partner; FQHC VBC platform mergers

Weekly Health Tech Reads 10/11/26

LATEST

Health Tech Nerds

Healthcare’s sharpest insights
for the people shaping the industry