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Kevin O'Leary
Kevin O'Leary

Weekly Health Tech Reads 10/4/26

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

Devoted Health valued at ~half a Humana; FQHC-focused venture fund from Facktor; MedImpact's new offerings
LockSimple

Oct 2, 2026

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2 min read

Devoted Health valued at ~half a Humana; FQHC-focused venture fund from Facktor; MedImpact's new offerings

HTN Daily Brief:10/02/2026

Cigna's Investor Day; MA plans available in Medicare Plan Finder; an ASC JV in Delaware
LockSimple

Oct 1, 2026

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2 min read

Cigna's Investor Day; MA plans available in Medicare Plan Finder; an ASC JV in Delaware

HTN Daily Brief: 10/01/2026

Thoreau's $500 million frontier lab bet, Essentia & HealthPartners propose merger, and a new VC fund for Medicaid / safety net
LockSimple

Sep 30, 2026

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3 min read

Thoreau's $500 million frontier lab bet, Essentia & HealthPartners propose merger, and a new VC fund for Medicaid / safety net

HTN Daily Brief: 09/30/2026

The 2027 MA landscape; Oura IPO postponed; Tiny Health's $33m Series B
LockSimple

Sep 29, 2026

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2 min read

The 2027 MA landscape; Oura IPO postponed; Tiny Health's $33m Series B

HTN Daily Brief: 09/29/2026

Weekly Health Tech Reads 9/27/26

Sep 27, 2026

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12 min read

Weekly Health Tech Reads 9/27/26

The upcoming AI agent wars, Rightway's funding round, OpenEvidence's curious legal strategy, and more

Rightway's path to an IPO; Neko's 25k waitlist in NYC; BCBS data on AI-driven coding intensity increases
LockSimple

Sep 25, 2026

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2 min read

Rightway's path to an IPO; Neko's 25k waitlist in NYC; BCBS data on AI-driven coding intensity increases

HTN Daily Brief: 09/25/2026

Nebraska H.R. 1 indications; Ouma's tele-MFM model; The AI primary care crowd
LockSimple

Sep 24, 2026

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2 min read

Nebraska H.R. 1 indications; Ouma's tele-MFM model; The AI primary care crowd

HTN Daily Brief: 09/24/2026

ACA anti-fraud measures; Heidi Health's Series C; Superpower's B2B win
LockSimple

Sep 23, 2026

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2 min read

ACA anti-fraud measures; Heidi Health's Series C; Superpower's B2B win

HTN Daily Brief: 09/23/2026

Oura's roadshow echoes Fitbit; WakeMed/Atrium clears penultimate hurdle; Corridor's $25m seed
LockSimple

Sep 22, 2026

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2 min read

Oura's roadshow echoes Fitbit; WakeMed/Atrium clears penultimate hurdle; Corridor's $25m seed

HTN Daily Brief: 09/22/2026

Weekly Health Tech Reads 9/20/26

Sep 20, 2026

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12 min read

Weekly Health Tech Reads 9/20/26

A big week for alternative plan design funding, AI personal assistants are here, Oscar + Lucie, OpenEvidence's quiet funding round, and more

Angle Health's $2.7b valuation in a summer of ESI discontent; Surgery Partners sheds Idaho hospitals; A future without excess health care spending?
LockSimple

Sep 18, 2026

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2 min read

Angle Health's $2.7b valuation in a summer of ESI discontent; Surgery Partners sheds Idaho hospitals; A future without excess health care spending?

HTN Daily Brief: 09/18/2026

Oscar's Investor Day highlights a solid ACA plan searching for its second act

Sep 17, 2026

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13 min read

Oscar's Investor Day highlights a solid ACA plan searching for its second act

Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26
LockSimple

Sep 17, 2026

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2 min read

Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26

HTN Daily Brief: 09/17/2026

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks
LockSimple

Sep 16, 2026

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2 min read

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks

HTN Daily Brief: 09/16/2026

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce
LockSimple

Sep 15, 2026

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2 min read

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce

HTN Daily Brief: 09/15/2026

Weekly Health Tech Reads 9/13/26

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
LockSimple

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
LockSimple

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
LockSimple

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
LockSimple

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

Weekly Health Tech Reads 8/30/26

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
LockSimple

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
LockSimple

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

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