HTN Archive

Hinge Health's platform play; high-end vitamins; MinuteClinic/Lilly partnership

Hinge Health's platform play; high-end vitamins; MinuteClinic/Lilly partnership

HTN Daily Brief: 08/05/2026

Aug 5, 2026

State regulators face a JetBlue/Spirit moment with proposed hospital mergers

State regulators face a JetBlue/Spirit moment with proposed hospital mergers

It's tough to make predictions about hospital market competition, especially in this environment.

Aug 5, 2026

Datavant strategic review; disruptive 340B pilot finalized; pharma mega-merger

Datavant strategic review; disruptive 340B pilot finalized; pharma mega-merger

HTN Daily Brief: 08/04/2026

Aug 4, 2026

Weekly Health Tech Reads 8/2/26

Weekly Health Tech Reads 8/2/26

Q2 earnings takeaways (TDOC, HUM, CNC, ALHC, WAY, CI); musings on the future of providers & AI; and more

Aug 2, 2026

$450m in debt for Function; Schrödinger's work requirements; Alignment's Q2

$450m in debt for Function; Schrödinger's work requirements; Alignment's Q2

HTN Daily Brief: 07/31/2026

Jul 31, 2026

BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

HTN Daily Brief: 07/30/2026

Jul 30, 2026

Guest Post: The Layer Beneath: Healthcare Data Infrastructure in an Age of Commodity Intelligence

Guest Post: The Layer Beneath: Healthcare Data Infrastructure in an Age of Commodity Intelligence

A guest perspective from Ezra Mehlman, Managing Partner, Health Enterprise Partners

Jul 30, 2026

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

HTN Daily Brief: 07/29/2026

Jul 29, 2026

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

HTN Daily Brief: 07/28/2026

Jul 28, 2026