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Feb 22, 2026
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21 min read
Musing on deflationary regulation attempts, earnings updates, Hims acquisition of Eucalyptus, and more
Feb 19, 2026
15 min read
regulatory risk premia, access rates, and laboratories of health care policy
Feb 18, 2026
13 min read
Edition #122
Feb 15, 2026
27 min read
The healthcare jobs report, lots of earnings reports (CVS, Humana, Oscar, Tenet, Hinge), ACCESS rates, and more
Feb 12, 2026
20% growth for Humana's MA book during AEP, the 2027 payment rule for ACA plans, and the mother of all procurements for Indiana Medicaid.
