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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What went wrong and what 2026 is looking like for the ACA individual market.
Nov 4, 2025
The company is offering an attractive pitch to state Medicaid agencies and Medicaid Managed Care Organizations: comparable clinical outcomes at half the cost of ABA. Their key challenge is overcoming the inertia of the status quo.
Nov 3, 2025
Alignment Health has raised EBITDA guidance 4x over the last year. How quickly can they grow, and can they sustain their performance as they do?
Oct 31, 2025
No one wants to be the cheapest ACA plan in 2026, Medicaid cuts as a headwind, and managing costs in the US health care system.
Oct 30, 2025
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