Kevin O'Leary

Sep 13, 2026

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11 min read

Weekly Health Tech Reads 9/13/26

ARPA-H and the autonomous clinical AI debate; employer market disruption; Omada's investor day; PACE growth; and more

10-25% Medicaid spending cuts; Fullscript sale; AI superuser spending moderates

Sep 11, 2026

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2 min read

10-25% Medicaid spending cuts; Fullscript sale; AI superuser spending moderates

HTN Daily Brief: 09/11/2026

Senior tech moment; UHC & CVS M&A; ARPA-H ADVOCATE performers

Sep 10, 2026

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2 min read

Senior tech moment; UHC & CVS M&A; ARPA-H ADVOCATE performers

HTN Daily Brief: 09/10/2026

Forus' $150m Series C; Tailwinds for PACE operator InnovAge; PHTI's negative view of CKD solutions

Sep 9, 2026

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2 min read

Forus' $150m Series C; Tailwinds for PACE operator InnovAge; PHTI's negative view of CKD solutions

HTN Daily Brief: 08/09/2026

InnovAge 3.0: FY 2026 results paint optimistic picture for PACE growth

Sep 9, 2026

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5 min read

InnovAge 3.0: FY 2026 results paint optimistic picture for PACE growth

Q4 highlights an improved margin profile, and favorable conversations in DC point towards growth in PACE as InnovAge enters "InnovAge 3.0" era

Oura's S-1; Thyme Care's 40% growth in medical spend under management; Payer portfolio pruning

Sep 8, 2026

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2 min read

Oura's S-1; Thyme Care's 40% growth in medical spend under management; Payer portfolio pruning

HTN Daily Brief: 09/08/2026

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