Kevin O'Leary

$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

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

Jul 28, 2026

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3 min read

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

HTN Daily Brief: 07/28/2026

Jul 26, 2026

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14 min read

Weekly Health Tech Reads 7/26/2026

Q2 earnings: Molina, HCA, CHS, and Tenet report, highlighting ACA issues, commercial affordability challenges, and a winning strategy in high-acuity ASC cases

Monster beat from Tenet; Good news for people who love peptides; ChatGPT Health

Jul 24, 2026

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3 min read

Monster beat from Tenet; Good news for people who love peptides; ChatGPT Health

HTN Daily Brief: 07/24/2026

Star recalculations and CMS appeals; Molina's ACA albatross; Dexcom wins first TEMPO slot

Jul 23, 2026

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3 min read

Star recalculations and CMS appeals; Molina's ACA albatross; Dexcom wins first TEMPO slot

HTN Daily Brief: 07/23/2026

Another blockbuster AI RCM round; Advent/Intermountain JV; Wildflower acquires Every Mother

Jul 22, 2026

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3 min read

Another blockbuster AI RCM round; Advent/Intermountain JV; Wildflower acquires Every Mother

HTN Daily Brief: 07/22/2026

NCSHP's tussle with Atrium; Karoo raises $16m; PE and consumer health

Jul 21, 2026

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3 min read

NCSHP's tussle with Atrium; Karoo raises $16m; PE and consumer health

HTN Daily Brief: 07/21/2026

Jul 19, 2026

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13 min read

Weekly Health Tech Reads 7/19/26

Q2 earnings season kicks off, OpenEvidence turns down a $20b valuation, Cadence's company presentation, musing on the PFS, and more

2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

Jul 17, 2026

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3 min read

2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

HTN Daily Brief: 07/17/2026

RPM industry rattled; another K Health hospital win; UNH Q2 Results

Jul 16, 2026

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3 min read

RPM industry rattled; another K Health hospital win; UNH Q2 Results

HTN Daily Brief: 07/16/2026

Elevance down 10% after earnings; Hospital ACA pressure; $700m for Neko

Jul 15, 2026

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4 min read

Elevance down 10% after earnings; Hospital ACA pressure; $700m for Neko

HTN Daily Brief: 07/15/2026

Pantherx Rare purchase; the NP enablement thesis; Rock Health H1 funding report

Jul 14, 2026

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3 min read

Pantherx Rare purchase; the NP enablement thesis; Rock Health H1 funding report

HTN Daily Brief: 07/14/2026

Jul 12, 2026

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11 min read

Weekly Health Tech Reads 7/12/26

Kaiser's AI call center issues; Evidenced's new $24m fund; an OB/GYN for billionaires; and a wild week of lawsuits

ACO REACH results; SCAN Stars suit; CA nurses and Goodhart's Law

Jul 10, 2026

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3 min read

ACO REACH results; SCAN Stars suit; CA nurses and Goodhart's Law

HTN Daily Brief: 07/10/2026

Care Delivery in an Era of MA Volatility and Technological Disruption: A Conversation with Dr. Sree Chaguturu, CVS Health

Jul 10, 2026

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18 min read

Care Delivery in an Era of MA Volatility and Technological Disruption: A Conversation with Dr. Sree Chaguturu, CVS Health

Dr. Sree Chaguturu is EVP and President of Health Care Delivery at CVS Health, where he leads Oak Street Health, Signify Health, and MinuteClinic. He sat down with HTN's Kevin O'Leary on July 9, 2026.