Oct 28, 2025
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5 min read
UHG gets "back to the basics", discussing path to restore margins across UHC and Optum Health. Optum briefly discusses its AI play.
10 min read
Untapped supply from NPs and ideas on how to unlock it
Oct 26, 2025
18 min read
Molina's Q3 ACA miss, health systems doing well, AI adoption in healthcare, and more
Oct 23, 2025
15 min read
earnings season starts with Elevance and Molina, Cedar launches a digital safety net, and the ACA saved money but also made everyone angry
7 min read
History doesn't always repeat, but it rhymes.
