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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
Earnings Notes: Alignment Health Q3 2025

Oct 31, 2025

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7 min read

Earnings Notes: Alignment Health Q3 2025

Alignment Health has raised EBITDA guidance 4x over the last year. How quickly can they grow, and can they sustain their performance as they do?

Martin Cech
Kevin O'Leary
Martin Cech, Kevin O'Leary
Weekly Health Policy Briefing | 10/30/2025

Oct 30, 2025

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16 min read

Weekly Health Policy Briefing | 10/30/2025

No one wants to be the cheapest ACA plan in 2026, Medicaid cuts as a headwind, and managing costs in the US health care system.

Martin Cech
Martin Cech
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