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Earnings Note: Centene's Q3 beat

Oct 29, 2025

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7 min read

Earnings Note: Centene's Q3 beat

Centene's stock jumps as it avoids ACA issues in the quarter and provides lots of interesting updates across ACA / Medicaid businesses

Kevin O'Leary
Kevin O'Leary
Community Brain Trust: AI adoption in healthcare: payor vs. provider dynamics, the historical context of prior authorization, challenges of residency staff scheduling, and more

Oct 29, 2025

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23 min read

Community Brain Trust: AI adoption in healthcare: payor vs. provider dynamics, the historical context of prior authorization, challenges of residency staff scheduling, and more

Edition #109: Where we surface insightful conversations and valuable resources from the HTN Community, plus community announcements.

Health Tech Nerds
Health Tech Nerds
UNH Q3 Earnings Note

Oct 28, 2025

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5 min read

UNH Q3 Earnings Note

UHG gets "back to the basics", discussing path to restore margins across UHC and Optum Health. Optum briefly discusses its AI play.

Kevin O'Leary
Kevin O'Leary
Physician shortages and nurse practitioner enablement with Meghan Jewitt of Prax Health

Oct 28, 2025

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10 min read

Physician shortages and nurse practitioner enablement with Meghan Jewitt of Prax Health

Untapped supply from NPs and ideas on how to unlock it

Martin Cech
Martin Cech
Weekly Health Tech Reads 10/26/25

Oct 26, 2025

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18 min read

Weekly Health Tech Reads 10/26/25

Molina's Q3 ACA miss, health systems doing well, AI adoption in healthcare, and more

Kevin O'Leary
Kevin O'Leary
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