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Weekly Health Policy Briefing 02/26/2026

Feb 26, 2026

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14 min read

Weekly Health Policy Briefing 02/26/2026

fraud watch, provider shortages, the downsides of clever schemes like 340B, and more

Weekly Health Policy Briefing 02/19/2026

Feb 19, 2026

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15 min read

Weekly Health Policy Briefing 02/19/2026

regulatory risk premia, access rates, and laboratories of health care policy

Weekly Health Policy Briefing 02/12/2026

Feb 12, 2026

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13 min read

Weekly Health Policy Briefing 02/12/2026

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.

Molina Healthcare Q4 2025 Earnings Note
LockSimple

Feb 6, 2026

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7 min read

Molina Healthcare Q4 2025 Earnings Note

Medicaid Managed Care has a tough couple of years ahead of it, but Molina is doubling down through RFP wins and M&A.

Weekly Health Policy Briefing 02/05/26

Feb 5, 2026

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11 min read

Weekly Health Policy Briefing 02/05/26

Insights on ACA, VBC, and PACE from public earnings, ACO updates from CMS, and one small step towards site neutral payments.

InnovAge Q2 FY 2026 Earnings Note
LockSimple

Feb 3, 2026

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7 min read

InnovAge Q2 FY 2026 Earnings Note

An impressive turnaround, but tough sledding ahead for the InnovAge along with the rest of the PACE and D-SNP markets

HCA Healthcare Q4 2025 Earnings Note
LockSimple

Jan 30, 2026

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8 min read

HCA Healthcare Q4 2025 Earnings Note

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.

Weekly Health Policy Briefing 01/29/26

Jan 29, 2026

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12 min read

Weekly Health Policy Briefing 01/29/26

Advance rate notice, ACA enrollment, and the latest salvo in the what costs more, original Medicare or Medicare Advantage debate

Weekly Health Policy Briefing 01/22/26

Jan 22, 2026

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12 min read

Weekly Health Policy Briefing 01/22/26

PBM reform, the HHS appropriations deal, and a $40m Series B for virtual ABA platform AnswersNow

Weekly Health Policy Briefing 01/15/26

Jan 15, 2026

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9 min read

Weekly Health Policy Briefing 01/15/26

Some JPM highlights, an ACA enrollment update, and pondering what the right % of household income is for healthcare spending

Weekly Health Policy Briefing 01/08/26

Jan 8, 2026

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14 min read

Weekly Health Policy Briefing 01/08/26

The rural transformation begins, an update on ACA subsidies and enrollment, and a big fundraising round for a business with Medicaid exposure.

Should Medicaid pay for Direct Primary Care memberships? A discussion with Lawson Mansell, Health Policy Analyst at the Niskanen Center

Dec 19, 2025

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3 min read

Should Medicaid pay for Direct Primary Care memberships? A discussion with Lawson Mansell, Health Policy Analyst at the Niskanen Center

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.

Alternative choices for Autism Spectrum Disorder therapy with Positive Development’s Mike Suiters and Dr. Josh Feder

Dec 19, 2025

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3 min read

Alternative choices for Autism Spectrum Disorder therapy with Positive Development’s Mike Suiters and Dr. Josh Feder

Every payer is trying to manage ABA spending with rate cuts and UM. But what if the answer is an entirely different clinical model?

Weekly Health Policy Briefing 12/18/2025

Dec 18, 2025

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11 min read

Weekly Health Policy Briefing 12/18/2025

Reading the ACA tea leaves, skin substitute determinations, and OIG audits.

The Regional Not-For-Profit Health Insurance Shakeout

Dec 18, 2025

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9 min read

The Regional Not-For-Profit Health Insurance Shakeout

Expect a lot of M&A and affiliations in the payer market, and eventually a market equilibrium with health systems.

Research Notes: CVS Health Investor Day 2025

Dec 12, 2025

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12 min read

Research Notes: CVS Health Investor Day 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

Weekly Health Policy Briefing 12/11/2025

Dec 11, 2025

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13 min read

Weekly Health Policy Briefing 12/11/2025

ACA enrollment numbers come in hot, Medicaid infrastructure comes into focus, and the regulatory tailwind of the 21st Century Cures Act for ESRD

Mission and margin in rural healthcare with Hopscotch Primary Care leaders Tim Gronniger and Dr. Aditi Mallick

Dec 10, 2025

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20 min read

Mission and margin in rural healthcare with Hopscotch Primary Care leaders Tim Gronniger and Dr. Aditi Mallick

Hopscotch Primary Care makes for an interesting data point as the country embarks on the Rural Health Transformation Program.

How plans are thinking about MA supplemental benefits for 2026 with Rose Mollitor, Managing Director at ATI Advisory

Dec 10, 2025

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2 min read

How plans are thinking about MA supplemental benefits for 2026 with Rose Mollitor, Managing Director at ATI Advisory

Creative supplemental benefit design, regulations requiring plans to show their work, and major themes going into 2026 across MA and SNP plans.

House Rx CEO Ogi Kavazovic on medically integrated dispensing and bringing speciality pharmacy into provider practices

Dec 10, 2025

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2 min read

House Rx CEO Ogi Kavazovic on medically integrated dispensing and bringing speciality pharmacy into provider practices

Nothing in specialty pharmacy is ever simple, but House Rx sees an opportunity for independent doctors to operate speciality pharmacies in their clinics to make things easier on the patients and add a line of business that helps them stay independent.

How UnitedHealth Group is thinking about AI with Syed Mohiuddin, SVP and Chief AI Transformation & Strategy Officer

Dec 10, 2025

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3 min read

How UnitedHealth Group is thinking about AI with Syed Mohiuddin, SVP and Chief AI Transformation & Strategy Officer

AI optimism, navigating internal tensions between innovations in the payer and provider businesses, and a framework for deploying AI across large organizations

Weekly Health Policy Briefing 12/04/2025

Dec 4, 2025

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12 min read

Weekly Health Policy Briefing 12/04/2025

ACA open enrollment, final rules, and the sub-optimal policy trap

A look at the Non-Emergent Medical Transport (NEMT) business with Lyft's VP of Health, Buck Poropatich

Dec 2, 2025

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4 min read

A look at the Non-Emergent Medical Transport (NEMT) business with Lyft's VP of Health, Buck Poropatich

NEMT is an obvious solution to a real problem, but it's also suffered from outsized levels of Waste, Fraud, and Abuse. Buck talks us through the balancing program integrity and convenience while opening up a new market for the ride share platform.

ACA Marketplace Pricing Strategies for ’26 with Rebecca Stob, Evensun Health

Nov 25, 2025

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2 min read

ACA Marketplace Pricing Strategies for ’26 with Rebecca Stob, Evensun Health

How payers are navigating pricing, growth, profitability, risk adjustment, and geography in the ACA marketplaces.

Rural primary care and the RHTP with Hopscotch Primary Care's Tim Gronniger and Dr. Aditi Mallick

Nov 21, 2025

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3 min read

Rural primary care and the RHTP with Hopscotch Primary Care's Tim Gronniger and Dr. Aditi Mallick

Value-based care, tech-enabled clinics, and some thoughts for states on how to make the most of their Rural Health Transformation Program budgets.

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