Dec 18, 2025
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11 min read
Reading the ACA tea leaves, skin substitute determinations, and OIG audits.
9 min read
Expect a lot of M&A and affiliations in the payer market, and eventually a market equilibrium with health systems.
Dec 17, 2025
Community Brain Trust December 17 2025
Dec 14, 2025
16 min read
Reviewing CVS's Investor Day, a musing about direct primary care, early ACA enrollment figures, and more
Dec 12, 2025
12 min read
CVS's Investor Day highlights confidence in core business execution and a refocusing around key pharma assets while the care delivery business is de-prioritized
