Company Research

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

Mar 26, 2026

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3 min read

Special Announcement: Prax Health announces nearly $10 million in financing to help NPs open up independent practices

NPs seems like our best chance at meeting the provider shortage challenges, and Prax Health is building out infrastructure to help them meet this demand.

Martin Cech

Increasing the number of safe days at home for children with special health care needs | Taylor Beery, Imagine Pediatrics

Mar 16, 2026

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13 min read

Increasing the number of safe days at home for children with special health care needs | Taylor Beery, Imagine Pediatrics

How Imagine Pediatrics is providing value-based care for a "heterogeneous and high-risk" population of more than 70,000 patients

Martin Cech