Company Research

Oct 14, 2026

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1 min read

Optum Rx Q3 2026 Earnings

Q3 earnings highlights focused on UnitedHealth Group's PBM segment, Optum Rx, which filled 21M fewer adjusted scripts in the quarter than in Q3 2025, while managing modest revenue growth of 0.6% and impressive operating margin expansion, driven by biosimilars and operational efficiencies.

Health Tech Nerds

Oct 13, 2026

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2 min read

UnitedHealthcare Q3 2026 Earnings

Q3 earnings highlights focused on UnitedHealth Group's payer segment, UnitedHealthcare, which demonstrated continued deftness in a choppy medical trend environment and improved operating margin by 120 bps YoY.

Martin Cech

Cigna Bets Signature Fees Can Replace Rebates Without Sacrificing Margins

Sep 30, 2026

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2 min read

Cigna Bets Signature Fees Can Replace Rebates Without Sacrificing Margins

Cigna's Investor Day was the latest example of the diminished emphasis on the PBM portion of the Evernorth business with specialty expected to drive growth and earnings.

Health Tech Nerds

Rightway Raises $155M to Challenge the Big 3 PBMs

Sep 25, 2026

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1 min read

Rightway Raises $155M to Challenge the Big 3 PBMs

Rightway says 45 Fortune 500 companies now use its model as employers seek more accountability for pharmacy spending.

Health Tech Nerds

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

Kevin O'Leary