Kevin O'Leary

Nov 23, 2025

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21 min read

Weekly Health Tech Reads 11/23/25

Discussing a debate on VBC, Abbott's acquisition of Cologuard manufacturer, Function's funding round, and more

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.

Discussing WISeR and the Merits of Prior Auths with Jeremy Friese

Nov 20, 2025

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4 min read

Discussing WISeR and the Merits of Prior Auths with Jeremy Friese

Prioritizing high value care, getting to yes, and when gold carding makes sense.

Nov 17, 2025

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3 min read

Q3 2025 Earnings Wrap-Up

Payers think they're priced correctly for 2026 medical trend, most companies retrenching while Privia and Alignment Health get asked about growth, and personalization and AI are still the buzz words with interesting examples from Hims, Oscar, and UnitedHealth Group.

Nov 16, 2025

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18 min read

Weekly Health Tech Reads 11/16/25

$1,000 AI scans and the US healthcare system, Humana and ChenMed's legal spat, House Rx's funding round, and more

Nov 14, 2025

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3 min read

Discussing Privia Health's Q3 earnings with Privia's Jason Ross, EVP of Medical Groups

Discussing Priva's Q3 earnings, the Evolent ACO acquisition, and Privia's solid VBC performance

Nov 9, 2025

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20 min read

Weekly Health Tech Reads 11/9/25

Hippocratic AI's funding round, Q3 earnings season reviews, and more

Nov 9, 2025

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10 min read

Earnings Notes: Humana Q3 2025

Humana appears set for meaningful growth in 2026, a year that was already expected to be pressured because of the Stars headwind

Nov 6, 2025

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10 min read

Earnings Notes: Privia Health Q3 2025

Privia's Q3 earnings call highlights another quarter of solid growth, strong performance in MSSP, and the M&A opportunity ahead similar to Evolent's ACO

Nov 6, 2025

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2 min read

A discussion with Stacy Edgar, CEO of Venteur

Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment

A discussion with Joe and Wesley from Evensun Health

Nov 3, 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.

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

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?

Oct 30, 2025

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8 min read

Earnings Notes: CVS Health Q3 2025

CVS beats and raises 2025 earnings guidance; charts recovery in Aetna while spending a lot of time discussing PBM and retail pharma industry changes

Oct 29, 2025

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7 min read

Earnings Note: Centene's Q3 beat

Centene's stock jumps as it avoids ACA issues in the quarter and provides lots of interesting updates across ACA / Medicaid businesses

Oct 28, 2025

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5 min read

UNH Q3 Earnings Note

UHG gets "back to the basics", discussing path to restore margins across UHC and Optum Health. Optum briefly discusses its AI play.

Oct 26, 2025

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18 min read

Weekly Health Tech Reads 10/26/25

Molina's Q3 ACA miss, health systems doing well, AI adoption in healthcare, and more

Prior authorizations, past and present with Archelle Georgiou, MD

Oct 23, 2025

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7 min read

Prior authorizations, past and present with Archelle Georgiou, MD

History doesn't always repeat, but it rhymes.

Oct 19, 2025

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25 min read

Weekly Health Tech Reads 10/19/25

A reflection on HTN's eras, HSS / General Atlantic and Cleveland Clinic / Khosla ink very different partnerships, Patina Health and Vesta Healthcare shut down, and more

Oct 19, 2025

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13 min read

A Note from Kevin on HTN’s Third Era

What started as a solo newsletter eight years ago, evolved into a nerdy community four years ago, and is now a growing team focused on creating research content and supporting a learning community.

A discussion with Meera Mani, Town Hall Ventures

Oct 17, 2025

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3 min read

A discussion with Meera Mani, Town Hall Ventures

Regulatory tailwinds, AI, and top decile returns— all in service of healthcare's underserved.

Oct 12, 2025

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19 min read

Weekly Health Tech Reads 10/12/25

A reflection on the Iron Triangle, OpenAI's DevDay, 2026 Star Ratings, and more

Oct 5, 2025

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20 min read

Weekly Health Tech Reads 10/5/25

CommonSpirit's 2025 financial results, the 2026 MA landscape, Assort's funding, and more

Russell Pekala, co-founder of Yuzu Health, on the merits of employer-sponsored health insurance and the role of Yuzu in managing plan operations.

Sep 30, 2025

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39 min read

Russell Pekala, co-founder of Yuzu Health, on the merits of employer-sponsored health insurance and the role of Yuzu in managing plan operations.

A discussion on the economics of third-party administration, opportunities to actually control costs in health care, and how simplicity can be a plan's saving grace.

Sep 28, 2025

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19 min read

Weekly Health Tech Reads 9/28/25

Evolent divests its VBC primary care business, Abridge and Epic may not be Pals, the challenges facing regional health plans, and more