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Nov 2, 2025
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22 min read
A reflection on the ACA and catastrophic coverage, Q3 payor earnings, Eli Lilly's GLP-1 dominance, a potential SPAC candidate, and more
Oct 26, 2025
18 min read
Molina's Q3 ACA miss, health systems doing well, AI adoption in healthcare, and more
Oct 19, 2025
25 min read
A reflection on HTN's eras, HSS / General Atlantic and Cleveland Clinic / Khosla ink very different partnerships, Patina Health and Vesta Healthcare shut down, and more
Oct 12, 2025
19 min read
A reflection on the Iron Triangle, OpenAI's DevDay, 2026 Star Ratings, and more
Oct 5, 2025
20 min read
CommonSpirit's 2025 financial results, the 2026 MA landscape, Assort's funding, and more