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Jun 14, 2026
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9 min read
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
Jun 7, 2026
7 min read
A musing on fraud, the ever growing autism market, legal debates over out-of-network pricing, and more
May 31, 2026
10 min read
Musing on $100 billion healthcare AI companies, the impact of GLP-1s, conversations about primary care access, and more
May 17, 2026
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
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