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HTN Daily Brief

Medical frailty rule blocked; Alignment's MBR miss; Voter sentiment on healthcare in 2026

HTN Daily Brief: 10/30/2026

Kevin O'Leary, Martin Cech

Oct 30, 2026

HTN Daily Brief

GLP-1 Bridge updates; Teladoc up 25% on beat; Midstream's 20m Series A

HTN Daily Brief: 10/29/2026

Martin Cech, Kevin O'Leary

Oct 29, 2026

HTN Daily Brief

Persistent regulatory headwinds, soft surgical volumes, and affordability concerns during Q3 hospital calls

HTN Daily Brief: 10/28/2026

Martin Cech, Kevin O'Leary

Oct 28, 2026

Company Research

Centene Corporation Q3 2026 Earnings

Centene has executed its shrink-membership-to-grow-profitability strategy (outside of PDP) more or less perfectly in 2026 and is controlling the controllables heading into 2027. The big concern is an H.R.1-driven acuity surprise.

Martin Cech

Oct 27, 2026

HTN Daily Brief

Bon Secours acquires Surgery Partners for $5.7b; Walmart adds a new virtual storefront with General Medicine; Centene & HCA report earnings today

HTN Daily Brief: 10/27/2026

Martin Cech, Kevin O'Leary

Oct 27, 2026

LATEST

VIEW ALL

Healthcare’s sharpest insightsfor the people shaping the industry

LATEST

Medical frailty rule blocked; Alignment's MBR miss; Voter sentiment on healthcare in 2026

GLP-1 Bridge updates; Teladoc up 25% on beat; Midstream's 20m Series A

Persistent regulatory headwinds, soft surgical volumes, and affordability concerns during Q3 hospital calls

Centene Corporation Q3 2026 Earnings

Bon Secours acquires Surgery Partners for $5.7b; Walmart adds a new virtual storefront with General Medicine; Centene & HCA report earnings today

LATEST

Health Tech Nerds

Healthcare’s sharpest insights
for the people shaping the industry