Kevin O'Leary

Aug 30, 2026

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8 min read

Weekly Health Tech Reads 8/30/26

The Sword/Headspace merger, continued No Surprises Act arguments, Doximity data on provider compensation, and more

$26m for Metriport; Clever Care's ADK of 79; Daffodil's NSA IDR tailwinds

Aug 28, 2026

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3 min read

$26m for Metriport; Clever Care's ADK of 79; Daffodil's NSA IDR tailwinds

HTN Daily Brief: 08/28/2026

Tirzepatide savings: $145 PPPM; HSA account growth; NSA IDR findings

Aug 27, 2026

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3 min read

Tirzepatide savings: $145 PPPM; HSA account growth; NSA IDR findings

HTN Daily Brief: 08/27/2026

Sword to buy Headspace; Wildflower is EBITDA and GAAP profitable; Oura IPO scuttlebutt

Aug 26, 2026

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3 min read

Sword to buy Headspace; Wildflower is EBITDA and GAAP profitable; Oura IPO scuttlebutt

HTN Daily Brief: 08/26/2026

Devoted's $25b valuation; Highmark's health insurance tailwinds; Disney cuts benefits for spouses

Aug 25, 2026

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3 min read

Devoted's $25b valuation; Highmark's health insurance tailwinds; Disney cuts benefits for spouses

HTN Daily Brief: 08/24/2026

Aug 23, 2026

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16 min read

Weekly Health Tech Reads 8/23/26

Devoted's "Beat and Raise", San Antonio's No Surprises Act conundrum, de-escalating the AI vs doctor debate, Hims' underwhelming vision, and more

Cityblock acquires Homeward; Aon sees +9.5% increase in health costs; Deon Health gets strategic investment

Aug 21, 2026

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3 min read

Cityblock acquires Homeward; Aon sees +9.5% increase in health costs; Deon Health gets strategic investment

HTN Daily Brief: 08/21/2026

The Impacts of the No Surprises Act: a San Antonio employer goes over budget

Aug 20, 2026

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4 min read

The Impacts of the No Surprises Act: a San Antonio employer goes over budget

A single free-standing ED chain the metro causes a 16% budget miss

Summa Health's tech stack; Centene MA exits; Cityblock's special announcement

Aug 20, 2026

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2 min read

Summa Health's tech stack; Centene MA exits; Cityblock's special announcement

HTN Daily Brief: 08/20/2026

$53m for Hopscotch; Virta's $200m rev run rate; Francisco Partners to take Weave private

Aug 19, 2026

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3 min read

$53m for Hopscotch; Virta's $200m rev run rate; Francisco Partners to take Weave private

HTN Daily Brief: 08/19/2026

R1 RCM acquires Humata; Talkspace's last 10-Q; MA Tea Leaves

Aug 18, 2026

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3 min read

R1 RCM acquires Humata; Talkspace's last 10-Q; MA Tea Leaves

HTN Daily Brief: 08/18/2026

Aug 16, 2026

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9 min read

Weekly Health Tech Reads 8/16/26

A summary of Q2 earnings themes, Pearl Health's company update, STAT's investigation into Commure, and more

$20m for Aligned Marketplace; Cityblock to NC via Humana; Clinical research agents purported 82x ROI

Aug 14, 2026

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2 min read

$20m for Aligned Marketplace; Cityblock to NC via Humana; Clinical research agents purported 82x ROI

HTN Daily Brief: 08/14/2026

Pearl Health sees $50m in '27 net income; HSAs and affordability; STAT's Commure investigation and Olive AI déjà vu

Aug 13, 2026

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4 min read

Pearl Health sees $50m in '27 net income; HSAs and affordability; STAT's Commure investigation and Olive AI déjà vu

HTN Daily Brief: 08/13/2026

Main Street Health grows 546,533%; small PBM's window of opportunity; ICHRA growth

Aug 12, 2026

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4 min read

Main Street Health grows 546,533%; small PBM's window of opportunity; ICHRA growth

HTN Daily Brief: 08/12/2026

Hims & Hers grows rev, shrinks margins; Innovaccer raising $250m; ClaimsBridge acquires DialysisPPO

Aug 11, 2026

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4 min read

Hims & Hers grows rev, shrinks margins; Innovaccer raising $250m; ClaimsBridge acquires DialysisPPO

HTN Daily Brief: 08/11/2026

Aug 9, 2026

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10 min read

Weekly Health Tech Reads 8/9/26

Hinge expands into the GI market, BofA's GLP-1 spending, Doximity sees strong demand for AI search tool, the fight over HCMC, and more

Vytalize on-track for $70m+ adj. EBITDA; Employer health market white hot; BoA GLP-1 spending ~$250m

Aug 7, 2026

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3 min read

Vytalize on-track for $70m+ adj. EBITDA; Employer health market white hot; BoA GLP-1 spending ~$250m

HTN Daily Brief: 08/07/2026

Margin recovery strategies pay off; GLP-1 Bridge earns callouts from Lilly, Novo, CVS; Unite Us unites with Vircho

Aug 6, 2026

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3 min read

Margin recovery strategies pay off; GLP-1 Bridge earns callouts from Lilly, Novo, CVS; Unite Us unites with Vircho

HTN Daily Brief: 08/06/2026

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

Aug 5, 2026

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3 min read

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

HTN Daily Brief: 08/05/2026

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

Aug 4, 2026

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3 min read

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

HTN Daily Brief: 08/04/2026

Aug 2, 2026

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13 min read

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

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

Jul 31, 2026

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6 min read

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

HTN Daily Brief: 07/31/2026

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

Jul 30, 2026

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4 min read

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

HTN Daily Brief: 07/30/2026

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

Jul 29, 2026

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4 min read

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

HTN Daily Brief: 07/29/2026