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General Medicine and Zocdoc build out agentic AI infrastructure, Q3 earnings updates, the rapidly growing GLP-1 Bridge program, and more
Nov 1, 2026
HTN Daily Brief: 10/30/2026
Oct 30, 2026
HTN Daily Brief: 10/29/2026
Oct 29, 2026
HTN Daily Brief: 10/28/2026
Oct 28, 2026
Centene has executed its shrink-membership-to-grow-profitability strategy (outside of PDP) more or less perfectly in 2026 and is controlling the controllables heading into 2027. The big concern is an H.R.1-driven acuity surprise.
Oct 27, 2026
HTN Daily Brief: 10/27/2026
Molina & Elevance Q3 earnings; a rule of 200 healthcare company; AI's principal-agent problem; the opportunity in drug discovery; lots of M&A; and more
Oct 25, 2026
HTN Daily Brief: 10/23/2026
Oct 23, 2026
If Molina executes as planned, 2027 is shaping up to be a great recovery year for the business. But a lot needs to go right.
Oct 22, 2026
