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Earnings Notes: Clover Health Q3 2025

Nov 5, 2025

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7 min read

Earnings Notes: Clover Health Q3 2025

Clover Health beats expectations on revenue but missed on adjusted EBITDA for the quarter. 2025 guidance was revised, lowering adjusted EBITDA and raising expected Benefit Expense Ratio.

Martin Cech
Martin Cech
Community Brain Trust: Reimagining catastrophic health insurance, navigating premium increases in 2026, the automation of provider front offices, and more
LockSimple

Nov 5, 2025

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16 min read

Community Brain Trust: Reimagining catastrophic health insurance, navigating premium increases in 2026, the automation of provider front offices, and more

Community Brain Trust November 5 2025

Health Tech Nerds
Health Tech Nerds
A discussion with Joe and Wesley from Evensun Health

Nov 4, 2025

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2 min read

A discussion with Joe and Wesley from Evensun Health

What went wrong and what 2026 is looking like for the ACA individual market.

Kevin O'Leary
Martin Cech
Kevin O'Leary, Martin Cech
Positive Development: Initiation of Coverage Report

Nov 3, 2025

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11 min read

Positive Development: Initiation of Coverage Report

The company is offering an attractive pitch to state Medicaid agencies and Medicaid Managed Care Organizations: comparable clinical outcomes at half the cost of ABA. Their key challenge is overcoming the inertia of the status quo.

Martin Cech
Martin Cech
Weekly Health Tech Reads 11/2/25

Nov 2, 2025

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22 min read

Weekly Health Tech Reads 11/2/25

A reflection on the ACA and catastrophic coverage, Q3 payor earnings, Eli Lilly's GLP-1 dominance, a potential SPAC candidate, and more

Kevin O'Leary
Kevin O'Leary
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