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Weekly Health Tech Reads 1/11/26

Jan 11, 2026

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18 min read

Weekly Health Tech Reads 1/11/26

HTN goes to JPM, OpenAI's PR blitz, Doctronic & Utah test AI, CMS issues an RFI for a new claims platform, and more

Weekly Health Tech Reads 1/4/26

Jan 4, 2026

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16 min read

Weekly Health Tech Reads 1/4/26

A musing on AI & healthcare, a discussion on VBC, Vermont's price transparency effort, and more

Weekly Health Tech Reads 12/21/25

Dec 21, 2025

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20 min read

Weekly Health Tech Reads 12/21/25

A new AI conglomerate emerges, specialty pharmacy vibes, Humana's MA question, CMMI's LEAD Model, and more

Weekly Health Tech Reads 12/14/25

Dec 14, 2025

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16 min read

Weekly Health Tech Reads 12/14/25

Reviewing CVS's Investor Day, a musing about direct primary care, early ACA enrollment figures, and more

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

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 Tech Reads 12/7/25

Dec 7, 2025

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18 min read

Weekly Health Tech Reads 12/7/25

CMMI's new ACCESS model, Sword becomes the AI front door for Greece, Best Buy Health takes another impairment charge, and more

Weekly Health Tech Reads 11/23/25

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.

Q3 2025 Earnings Wrap-Up

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.

Weekly Health Tech Reads 11/16/25

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

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

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

Weekly Health Tech Reads 11/9/25

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

Earnings Notes: Humana Q3 2025

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

Earnings Notes: Privia Health Q3 2025

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

A discussion with Stacy Edgar, CEO of Venteur

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.

Weekly Health Tech Reads 11/2/25

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?

Earnings Notes: CVS Health Q3 2025

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

Earnings Note: Centene's Q3 beat

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

UNH Q3 Earnings Note

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.

Weekly Health Tech Reads 10/26/25

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.

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