Archive | Health Tech Nerds

Research Notes: CVS Health Investor Day 2025

Dec 12, 2025

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12 min read

Research Notes: CVS Health Investor Day 2025

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

Kevin O'Leary, Martin Cech

Weekly Health Policy Briefing 12/11/2025

Dec 11, 2025

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13 min read

Weekly Health Policy Briefing 12/11/2025

ACA enrollment numbers come in hot, Medicaid infrastructure comes into focus, and the regulatory tailwind of the 21st Century Cures Act for ESRD

Martin Cech

Mission and margin in rural healthcare with Hopscotch Primary Care leaders Tim Gronniger and Dr. Aditi Mallick

Dec 10, 2025

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20 min read

Mission and margin in rural healthcare with Hopscotch Primary Care leaders Tim Gronniger and Dr. Aditi Mallick

Hopscotch Primary Care makes for an interesting data point as the country embarks on the Rural Health Transformation Program.

Martin Cech

How plans are thinking about MA supplemental benefits for 2026 with Rose Mollitor, Managing Director at ATI Advisory

Dec 10, 2025

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2 min read

How plans are thinking about MA supplemental benefits for 2026 with Rose Mollitor, Managing Director at ATI Advisory

Creative supplemental benefit design, regulations requiring plans to show their work, and major themes going into 2026 across MA and SNP plans.

Martin Cech

House Rx CEO Ogi Kavazovic on medically integrated dispensing and bringing speciality pharmacy into provider practices

Dec 10, 2025

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2 min read

House Rx CEO Ogi Kavazovic on medically integrated dispensing and bringing speciality pharmacy into provider practices

Nothing in specialty pharmacy is ever simple, but House Rx sees an opportunity for independent doctors to operate speciality pharmacies in their clinics to make things easier on the patients and add a line of business that helps them stay independent.

Martin Cech