Kevin O'Leary

Thoreau to buy Ensemble for $12b; GLP-1 utilization management as a service; Blues' operating margin blues

Jun 16, 2026

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3 min read

Thoreau to buy Ensemble for $12b; GLP-1 utilization management as a service; Blues' operating margin blues

HTN Daily Brief: 06/16/2026

Jun 14, 2026

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9 min read

Weekly Health Tech Reads 6/14/26

Musing on Hawai'i's VBC conundrum, 2032 as a healthcare election, Hinge's investor day, Abridge's bid to be a clinical intelligence layer, and more

Abridge's ambition & PwC predicts 9% medical trend in '27

Jun 12, 2026

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3 min read

Abridge's ambition & PwC predicts 9% medical trend in '27

HTN Daily Brief: 06/12/2026

Clover up ~14% with new 4.5 Star rating; Hinge is a "rule of 60" company; Abridge x Nvidia foundation model

Jun 11, 2026

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4 min read

Clover up ~14% with new 4.5 Star rating; Hinge is a "rule of 60" company; Abridge x Nvidia foundation model

HTN Daily Brief: 06/11/2026

WISeR rebuked, Alignment's stock pops 25%, and payer problems in Hawai'i

Jun 10, 2026

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3 min read

WISeR rebuked, Alignment's stock pops 25%, and payer problems in Hawai'i

HTN Daily Brief: 06/10/2026

GoHealth's chapter 11, Zeke's policy prescription, and $55m for Stepful's Medical Assistant training platform

Jun 9, 2026

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3 min read

GoHealth's chapter 11, Zeke's policy prescription, and $55m for Stepful's Medical Assistant training platform

HTN Daily Brief: 06/09/2026

Jun 7, 2026

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7 min read

Weekly Health Tech Reads 6/7/26

A musing on fraud, the ever growing autism market, legal debates over out-of-network pricing, and more

UpToDate & OpenAI, uncompensated care canaries in coal mines, and hot peptide summer

Jun 5, 2026

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3 min read

UpToDate & OpenAI, uncompensated care canaries in coal mines, and hot peptide summer

HTN Daily Brief: 06/05/2026

Health Catalyst sells RCM biz, AZ AG sues Multiplan, and the first look at 2027 ACA price increases

Jun 4, 2026

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4 min read

Health Catalyst sells RCM biz, AZ AG sues Multiplan, and the first look at 2027 ACA price increases

HTN Daily Brief: 06/04/2026

Another NFP exits the MA market, FTC blesses Ascension ASC acquisition, and Mario steps down as Oscar CTO

Jun 3, 2026

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4 min read

Another NFP exits the MA market, FTC blesses Ascension ASC acquisition, and Mario steps down as Oscar CTO

HTN Daily Brief: 06/03/2026

The work requirements rule, HealthEdge and Peraton win CMS contract, and longevity care + med-à-terres

Jun 2, 2026

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3 min read

The work requirements rule, HealthEdge and Peraton win CMS contract, and longevity care + med-à-terres

Introducing the HTN Daily Brief: 06/02/2026

May 31, 2026

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10 min read

Weekly Health Tech Reads 5/31/26

Musing on $100 billion healthcare AI companies, the impact of GLP-1s, conversations about primary care access, and more

May 17, 2026

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10 min read

Weekly Health Tech Reads: 5/17/26

Musing on PhRMA's access argument and the TAM for drugs; HCAT, HIMS, and DOCS drop on earnings; digital health pushes back on ACCESS and more

May 10, 2026

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9 min read

Weekly Health Tech Reads 5/10/26

A solid week of Q1 earnings saw most public stocks on the upswing (agilon up 100%!), a review of the MinuteClinic / Mass General Brigham partnership, and lots more

May 4, 2026

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4 min read

The Grand Roundup: 05/04/2026

Why are PPO plans are siren-like for MA plan executives, and a guest line-up that includes Eliana Berger, CEO of Joyful Health, Bryan Roberts, Partner at Venrock, Natalie Davis, CEO of United States of Care, and Brian Miller, MD and Hoover Institution Visiting Fellow.

May 3, 2026

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9 min read

Weekly Health Tech Reads 5/3/26

A rundown of Q1 earnings calls, Devoted asks CMS to pay it less, Apollo's take on radiologists, Mark Cuban's contradictory week, and more

Apr 27, 2026

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4 min read

The Grand Roundup: 4/27/26

The state of the behavioral health market with Trilliant's Chief Research Officer, Allison Oakes; AI advocates for Medicaid patients with Pair Team's Neil Batlivala; ACCESS participation with Bold's Amanda Rees; and the state of the health insurance broker market with Bailey & Company's Patrick Keavy and Rebecca Springer.

Apr 26, 2026

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13 min read

Weekly Health Tech Reads 4/26/26

Q1 earnings season kicks off, AI pilots running into political issues, a musing on sacrificing for better healthcare, and more

Apr 19, 2026

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9 min read

Weekly Health Tech Reads 4/19/26

ACCESS rates, more fun with peptides, early data on ACA morbidity, and the Keytruda investigation

Apr 12, 2026

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22 min read

Weekly Health Tech Reads 4/12/26

A musing on 2027 Final Notice, a payor / provider spat between Jefferson and Aetna, Teladoc's valuation issues, BCBS MN's financial issues, and more

Apr 7, 2026

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21 min read

Chris Klomp joins HTN to discuss the 2027 MA Final Notice

We discuss the implications of CMS finalizing an expected average change of 2.48%, a larger-than-expected jump from the previously proposed 0.09% rate increase

Mar 29, 2026

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19 min read

Weekly Health Tech Reads 3/29/26

A musing on the peptide craze, a dozen different startup funding announcements, and more

Mar 22, 2026

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8 min read

Weekly Health Tech Reads 3/22/26

Sutter & Allina sign LOI, Klomp's commentary at STAT, Trilliant's take on provider coding intensity, and more

Mar 15, 2026

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24 min read

Weekly Health Tech Reads 3/15/26

UHS acquires Talkspace, Hims & Novo partner on GLP-1s, Devoted's clinical organization, a musing on AI red teams, and more

Mar 8, 2026

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24 min read

Weekly Health Tech Reads 3/8/26

Musing about the coming tidal wave of CGTs, Emergency department disputes, a new Hims / Novo partnership, CMS on AI adoption and deflationary payments, and more