Oct 31, 2025
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7 min read
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 30, 2025
16 min read
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.
8 min read
CVS beats and raises 2025 earnings guidance; charts recovery in Aetna while spending a lot of time discussing PBM and retail pharma industry changes
Oct 29, 2025
Centene's stock jumps as it avoids ACA issues in the quarter and provides lots of interesting updates across ACA / Medicaid businesses
23 min read
Edition #109: Where we surface insightful conversations and valuable resources from the HTN Community, plus community announcements.
