Kevin O'Leary

Medical frailty rule blocked; Alignment's MBR miss; Voter sentiment on healthcare in 2026

Oct 30, 2026

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2 min read

Medical frailty rule blocked; Alignment's MBR miss; Voter sentiment on healthcare in 2026

HTN Daily Brief: 10/30/2026

GLP-1 Bridge updates; Teladoc up 25% on beat; Midstream's 20m Series A

Oct 29, 2026

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2 min read

GLP-1 Bridge updates; Teladoc up 25% on beat; Midstream's 20m Series A

HTN Daily Brief: 10/29/2026

Persistent regulatory headwinds, soft surgical volumes, and affordability concerns during Q3 hospital calls

Oct 28, 2026

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2 min read

Persistent regulatory headwinds, soft surgical volumes, and affordability concerns during Q3 hospital calls

HTN Daily Brief: 10/28/2026

Bon Secours acquires Surgery Partners for $5.7b; Walmart adds a new virtual storefront with General Medicine; Centene & HCA report earnings today

Oct 27, 2026

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4 min read

Bon Secours acquires Surgery Partners for $5.7b; Walmart adds a new virtual storefront with General Medicine; Centene & HCA report earnings today

HTN Daily Brief: 10/27/2026

Oct 25, 2026

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12 min read

Weekly Health Tech Reads 10/25/26

Molina & Elevance Q3 earnings; a rule of 200 healthcare company; AI's principal-agent problem; the opportunity in drug discovery; lots of M&A; and more

Alt plan design Oxbridge raises $45m; Bailey & Company's Q3 M&A recap; Aon's quasi-D2C marketplace

Oct 23, 2026

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2 min read

Alt plan design Oxbridge raises $45m; Bailey & Company's Q3 M&A recap; Aon's quasi-D2C marketplace

HTN Daily Brief: 10/23/2026

Rate and trend gap narrows for Molina; BCBS NJ buys Summit Health assets; KFF's annual employer health benefits survey

Oct 22, 2026

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2 min read

Rate and trend gap narrows for Molina; BCBS NJ buys Summit Health assets; KFF's annual employer health benefits survey

HTN Daily Brief: 10/22/2026

Elevance government programs overperform; Baba raises $40m series; Mark Cuban tests the rare disease market

Oct 21, 2026

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2 min read

Elevance government programs overperform; Baba raises $40m series; Mark Cuban tests the rare disease market

HTN Daily Brief: 10/21/2026

Q3 earnings preview; Provider directory proposed rule; R1 RCM partners with Fortuna Health

Oct 20, 2026

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2 min read

Q3 earnings preview; Provider directory proposed rule; R1 RCM partners with Fortuna Health

HTN Daily Brief: 10/20/2026

Oct 18, 2026

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10 min read

Weekly Health Tech Reads 10/18/26

UHG kicks off Q3 earnings season, Neko's waitlist and huge new space, Atrium and SHP continue fighting, and more

Abby Care raises $82m; Epic's prescription marketplace; Parkview buys Ovation

Oct 16, 2026

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2 min read

Abby Care raises $82m; Epic's prescription marketplace; Parkview buys Ovation

HTN Daily Brief: 10/16/2026

Rush + Endeavor; NCSHP "builds" on Atrium's affordability program; Otter Health raises $8m

Oct 15, 2026

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2 min read

Rush + Endeavor; NCSHP "builds" on Atrium's affordability program; Otter Health raises $8m

HTN Daily Brief: 10/15/2026

Zocdoc acquires Sohar; SCAN + CareMore; Optum Rx earnings from ops defy gravity

Oct 14, 2026

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2 min read

Zocdoc acquires Sohar; SCAN + CareMore; Optum Rx earnings from ops defy gravity

HTN Daily Brief: 10/14/2026

UnitedHealth Group beat & raise; CenterWell has a new JV partner; FQHC VBC platform mergers

Oct 13, 2026

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2 min read

UnitedHealth Group beat & raise; CenterWell has a new JV partner; FQHC VBC platform mergers

HTN Daily Brief: 10/13/2026

Oct 11, 2026

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15 min read

Weekly Health Tech Reads 10/11/26

Atrium's spat with North Carolina's State Health Plan; AI consumers, healthcare stores, and Megan Fox; 2027 Stars; and more

Humana's H5216 vaults above 4 Stars; Clover & Clever record big wins, Alignment Health's QBP headwinds for '28

Oct 9, 2026

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2 min read

Humana's H5216 vaults above 4 Stars; Clover & Clever record big wins, Alignment Health's QBP headwinds for '28

HTN Daily Brief: 10/09/26

CCM codes under scrutiny; FreedomCare's advertising practices; Hinge Health hunts for hardware deals

Oct 8, 2026

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2 min read

CCM codes under scrutiny; FreedomCare's advertising practices; Hinge Health hunts for hardware deals

HTN Daily Brief: 10/08/26

General Medicine's healthcare store; Healthcare affordability & the midterms; Atrium Health and NCSHP game theory

Oct 7, 2026

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2 min read

General Medicine's healthcare store; Healthcare affordability & the midterms; Atrium Health and NCSHP game theory

HTN Daily Brief: 10/07/2026

CD&R & McKesson to buy Option Care Health; Utah expands health AI pilots; Spark Pediatrics raises $35m

Oct 6, 2026

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2 min read

CD&R & McKesson to buy Option Care Health; Utah expands health AI pilots; Spark Pediatrics raises $35m

HTN Daily Brief: 10/06/2026

Oct 4, 2026

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11 min read

Weekly Health Tech Reads 10/4/26

Oura's postponed IPO, Devoted's $25 billion valuation, Cigna's specialty pharma play, the 2027 MA landscape emerges, Grindr's healthcare move, and more