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Apr 16, 2026
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6 min read
Why I like ACCESS even though I'm skeptical it will work and state level insurance experiments.
Apr 2, 2026
15 min read
Inferred risk for ACOs and tough choices for state legislators and Medicaid agencies.
Mar 26, 2026
13 min read
A pall over AHIP, managed care by default in Medicare, and retroactive Medicaid coverage.
3 min read
NPs seems like our best chance at meeting the provider shortage challenges, and Prax Health is building out infrastructure to help them meet this demand.
Mar 19, 2026
14 min read
MedPAC recommendations, state directed payments, and the ESRD bundled payment.
Mar 16, 2026
How Imagine Pediatrics is providing value-based care for a "heterogeneous and high-risk" population of more than 70,000 patients
Mar 12, 2026
12 min read
Bipartisan discontent with MA plans, a case study in work requirement implementation costs, and the twitchiness of ACA insurance investors
Mar 5, 2026
prior auth is back in the spotlight, Elevance's USB thumb drives, funding rounds for Greater Good Health and findhelp, and the MA edition of when to defect in a prisoner's dilemma type situation
21 min read
Greater Good Health announces their Series B financing, and Founder & CEO Sylvia Hastanan shares some additional background on the company and where she's seeing opportunity in the MA market in 2026 and beyond.
Feb 26, 2026
fraud watch, provider shortages, the downsides of clever schemes like 340B, and more
Feb 19, 2026
regulatory risk premia, access rates, and laboratories of health care policy
Feb 12, 2026
20% growth for Humana's MA book during AEP, the 2027 payment rule for ACA plans, and the mother of all procurements for Indiana Medicaid.
Feb 6, 2026
7 min read
Medicaid Managed Care has a tough couple of years ahead of it, but Molina is doubling down through RFP wins and M&A.
Feb 5, 2026
11 min read
Insights on ACA, VBC, and PACE from public earnings, ACO updates from CMS, and one small step towards site neutral payments.
Feb 3, 2026
An impressive turnaround, but tough sledding ahead for the InnovAge along with the rest of the PACE and D-SNP markets
Jan 30, 2026
8 min read
HCA Healthcare continues to be a story of fundamentals well-executed upon and impressive growth. While there are headwinds for the industry going into 2026, HCA seems well-positioned going into 2026.
Jan 29, 2026
Advance rate notice, ACA enrollment, and the latest salvo in the what costs more, original Medicare or Medicare Advantage debate
Jan 22, 2026
PBM reform, the HHS appropriations deal, and a $40m Series B for virtual ABA platform AnswersNow
Jan 15, 2026
9 min read
Some JPM highlights, an ACA enrollment update, and pondering what the right % of household income is for healthcare spending
Jan 8, 2026
The rural transformation begins, an update on ACA subsidies and enrollment, and a big fundraising round for a business with Medicaid exposure.
Dec 19, 2025
There's an acute need for new approaches to primary care in Medicaid, and a bill before Congress would extend additional flexibilities to state Medicaid agencies interested in exploring DPC as a potential solution.
Every payer is trying to manage ABA spending with rate cuts and UM. But what if the answer is an entirely different clinical model?
Dec 18, 2025
Reading the ACA tea leaves, skin substitute determinations, and OIG audits.
Expect a lot of M&A and affiliations in the payer market, and eventually a market equilibrium with health systems.
Dec 12, 2025
CVS's Investor Day highlights confidence in core business execution and a refocusing around key pharma assets while the care delivery business is de-prioritized
