HTN Content

May 16, 2023

Kevin O'Leary and Amanda DiTrolio

Community Wisdom: Fundraising at the Seed Stage

A collective perspective from HTN founders & investors on the current challenges of the seed stage fundraising market & advice to navigate it.

Community Wisdom

March 25, 2023

Amanda DiTrolio

HTN Startup Market Conditions 2023 Update

We surveyed ~90 startup leaders about their funding strategies to get a collective perspective on changing market conditions.

Topic Analyses

October 24, 2021

Ryan Russell

Selling to Employers: Win Rate (Part 5)

Boosting your win rate using by using an empathic approach: listen, tell stories, align incentives, make your product easy to understand and implement

Topic Analyses

October 24, 2021

Ryan Russell

Selling to Employers: An Overview of Sales Velocity (Part 1)

A framework to help break apart the different strategies & considerations to think about when selling to employers.

Topic Analyses

December 23, 2022

Amanda DiTrolio

HTN 2023 Healthcare Predictions

We surveyed ~90 health tech nerds to get a collective perspective on what we can expect for healthcare in 2023.

Topic Analyses

October 24, 2021

Ryan Russell

Selling to Employers: Identifying Qualified Opportunities (Part 3)

Identifying two key steps to drive qualified opportunities - partnering to drive leads and ensuring your opportunities are qualified.

Topic Analyses

September 13, 2022

Amanda DiTrolio

Medicaid: Overview of The Emerging Startup Market

A dive into the Medicaid market and startups looking to transform health care for the population.

Topic Analyses

October 12, 2022

Member Perspectives | TaaS: Treatment as a service

HTN members share perspective on how software has changed the way we think about what ‘treatment’ means

Topic Analyses

October 24, 2021

Ryan Russell

Selling to Employers: Average Sales Cycle Length (Part 6)

Understanding components of annual decision making processes for employers and the stakeholders at the table can help manage sales cycle variability

Topic Analyses

November 1, 2022

Amanda DiTrolio

Clinicians In Health Tech: The Journey From Clinical Medicine To The Startup World

We interview a few clinicians in HTN on their journey transitioning from traditional clinical career paths to more “startup” environments.

Topic Analyses

October 24, 2021

Ryan Russell

Selling to Employers: Employer Benefits Market Primer (Part 2)

A 101-style primer of the employer benefits market - explaining funding types, buyer types, benefits partners and purchasing cycles.

Topic Analyses

February 28, 2022

HTN

Equip Health: An Interview with Co-founders Kristina Saffran & Dr. Erin Parks

An interview with Equip's co-founders, Kristina Saffran & Dr. Erin Parks about the Equip model

Company Research

October 24, 2021

Ryan Russell

Selling to Employers: Average Deal Size (Part 4)

Breaking down average deal size - are bigger deals always better?

Topic Analyses

December 23, 2022

Kevin O'Leary

2022 Wrapped: HTN's Year in Review

Our look back at the key news and trends of 2022

Topic Analyses

April 12, 2022

HTN

A Conversation with Cerebral's CMO, Dr. David Mou

A conversation with Cerebral's CMO discussing their model and the mental health landscape more broadly

Company Research

March 7, 2022

HTN

Career Discussion with Ribbon

Ribbon Health’s GTM team joined us to discuss working at Ribbon and three roles across growth, channel partnerships and marketing

Company Research

March 27, 2022

HTN

Care Navigation: A Discussion with Health Advocate and Ribbon

Discussing the role of care navigators within the healthcare ecosystem.

Topic Analyses
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Sep 10, 2023

HTN

HTN | Weekly Health Tech Reads | 9/10

Walmart/ChenMed acquisition talks, CEO departures, weird Medicare spending trends, and more!

Weekly Newsletter

Aug 27, 2023

HTN

HTN | Weekly Health Tech Reads | 8/27

CMS 2022 performance results, CKD partnership, employer health survey, and more!

Weekly Newsletter

Aug 20, 2023

HTN

HTN | Weekly Health Tech Reads | 8/20

Epic launches a new program, BSBC drops CVS, AdventHealth lawsuits, and more!

Weekly Newsletter

Aug 13, 2023

HTN

HTN | Weekly Health Tech Reads | 8/13

KFF report, Oscar Q2 earnings, Babylon's take private deal, and more!

Weekly Newsletter

Aug 6, 2023

HTN

HTN | Weekly Health Tech Reads | 8/6

Benefit utilization report, Humana's MA strategy, CVS beats earnings, and more!

Weekly Newsletter

Jul 30, 2023

HTN

HTN | Weekly Health Tech Reads | 7/30

Hype cycle for payers, DTx adoption framework, Teladoc earnings, and more!

Weekly Newsletter

Jul 23, 2023

HTN

HTN | Weekly Health Tech Reads | 7/23

Hospital operating margins, new CMS RFI for bundles, Elevance earnings, and more!

Weekly Newsletter

Jul 16, 2023

HTN

HTN | Weekly Health Tech Reads | 7/16

UHG earnings, VBC enablement data, Medicaid redeterminations, and more!

Weekly Newsletter

Jul 9, 2023

HTN

HTN | Weekly Health Tech Reads | 7/9

Walgreens Q3 earnings, Bright sells its MA lives & more!

Weekly Newsletter

Jun 25, 2023

HTN

HTN | Weekly Health Tech Reads | 6/25

PCP enablement platform, HTN Talent Collective, digital front doors & more!

Weekly Newsletter

May 16, 2023

Kevin O'Leary and Amanda DiTrolio

Community Wisdom: Fundraising at the Seed Stage

A collective perspective from HTN founders & investors on the current challenges of the seed stage fundraising market & advice to navigate it.

Community Wisdom

Mar 25, 2023

Amanda DiTrolio

HTN Startup Market Conditions 2023 Update

We surveyed ~90 startup leaders about their funding strategies to get a collective perspective on changing market conditions.

Topic Analyses

Oct 24, 2021

Ryan Russell

Selling to Employers: Win Rate (Part 5)

Boosting your win rate using by using an empathic approach: listen, tell stories, align incentives, make your product easy to understand and implement

Topic Analyses

Oct 24, 2021

Ryan Russell

Selling to Employers: An Overview of Sales Velocity (Part 1)

A framework to help break apart the different strategies & considerations to think about when selling to employers.

Topic Analyses

Dec 23, 2022

Amanda DiTrolio

HTN 2023 Healthcare Predictions

We surveyed ~90 health tech nerds to get a collective perspective on what we can expect for healthcare in 2023.

Topic Analyses

Oct 24, 2021

Ryan Russell

Selling to Employers: Identifying Qualified Opportunities (Part 3)

Identifying two key steps to drive qualified opportunities - partnering to drive leads and ensuring your opportunities are qualified.

Topic Analyses

Sep 13, 2022

Amanda DiTrolio

Medicaid: Overview of The Emerging Startup Market

A dive into the Medicaid market and startups looking to transform health care for the population.

Topic Analyses

Oct 12, 2022

Member Perspectives | TaaS: Treatment as a service

HTN members share perspective on how software has changed the way we think about what ‘treatment’ means

Topic Analyses

Oct 24, 2021

Ryan Russell

Selling to Employers: Average Sales Cycle Length (Part 6)

Understanding components of annual decision making processes for employers and the stakeholders at the table can help manage sales cycle variability

Topic Analyses

Nov 1, 2022

Amanda DiTrolio

Clinicians In Health Tech: The Journey From Clinical Medicine To The Startup World

We interview a few clinicians in HTN on their journey transitioning from traditional clinical career paths to more “startup” environments.

Topic Analyses

Oct 24, 2021

Ryan Russell

Selling to Employers: Employer Benefits Market Primer (Part 2)

A 101-style primer of the employer benefits market - explaining funding types, buyer types, benefits partners and purchasing cycles.

Topic Analyses

Feb 28, 2022

HTN

Equip Health: An Interview with Co-founders Kristina Saffran & Dr. Erin Parks

An interview with Equip's co-founders, Kristina Saffran & Dr. Erin Parks about the Equip model

Company Research

Oct 24, 2021

Ryan Russell

Selling to Employers: Average Deal Size (Part 4)

Breaking down average deal size - are bigger deals always better?

Topic Analyses

Dec 23, 2022

Kevin O'Leary

2022 Wrapped: HTN's Year in Review

Our look back at the key news and trends of 2022

Topic Analyses

Apr 12, 2022

HTN

A Conversation with Cerebral's CMO, Dr. David Mou

A conversation with Cerebral's CMO discussing their model and the mental health landscape more broadly

Company Research

Mar 7, 2022

HTN

Career Discussion with Ribbon

Ribbon Health’s GTM team joined us to discuss working at Ribbon and three roles across growth, channel partnerships and marketing

Company Research

Mar 27, 2022

HTN

Care Navigation: A Discussion with Health Advocate and Ribbon

Discussing the role of care navigators within the healthcare ecosystem.

Topic Analyses

Nov 28, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 11/28

Peter Attia's Medicine 3.0, BAAs for B2B SaaS, product ops in health tech, and more!

Community Brain Trust
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Nov 21, 2023

Amanda DiTrolio

HTN | Community Brain Trust | 11/21

Healthcare in the prison system, rev share to drive new patient visits, publicly available claims data, and more!

Community Brain Trust
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Nov 14, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 11/14

Patient coaches and navigators, claims adjudication platforms, and more!

Community Brain Trust
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Nov 7, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 11/7

HIPAA compliant e-commerce, primary care channel partners, Silver Sneakers for MA plans, and more!

Community Brain Trust
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Nov 16, 2023

Amanda DiTrolio

HTN Interview: Unpacking How Oscar is Leveraging its Tech Platform to Enable Oscar’s 2024 Expansion Plans

A discussion with Mario Schlosser on how Oscar is leveraging its technology platform and AI to enable its 2024 expansion plans and drive innovation.

Community Wisdom
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Oct 31, 2023

Amanda DiTrolio

👻 HTN | Community Brain Trust | 10/31

Address normalization, best healthcare venture studios, med adherence ROI, and more!

Community Brain Trust
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Oct 24, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 10/24

Lab & Rx ordering, Executvie MD programs, VBC startup landscape, and more!

Community Brain Trust
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Oct 17, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 10/17

Healthcare deserts, defensibility of AI, reducing no-show rates, and more!

Community Brain Trust
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Oct 11, 2023

Amanda DiTrolio and Dr. Andrew Lundquist

A Guide to AI for Clinical Documentation with Dr. Andrew Lundquist

A discussion with Dr. Andrew Lundquist on his perspectives related to how AI can be leveraged to alleviate documentation burden on clinicians.

Community Wisdom
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Oct 10, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 10/10

FHIR API endpoints, SDOH data sources, DTC patient health records, and more!

member only
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Oct 3, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 10/3

LLM-based coding, poly-pharmacy startup market, health insurance for gig workers, and more!

Community Brain Trust
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Sep 26, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 9/26

GI health startups, sharing product knowledge across an org, MFA for providers, and more!

Community Brain Trust
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Sep 13, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 9/13

Outpatient facility services, in-home pediatric care models, risk adjustment methodologies, and more!

Community Brain Trust
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Sep 5, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 9/5

Executive health programs, HIPAA compliant workflows, patient lead growth strategies, and more!

Community Brain Trust
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Aug 29, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 8/29

EMR data analysis, effective meeting framework, Amazon Clinic's strategy, and more!

Community Brain Trust
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Aug 22, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 8/22

EHR interoperability exceptions, setting up a SFTP server, synthetic medical records, and more!

Community Brain Trust
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Amanda DiTrolio

💡HTN | Community Brain Trust | 8/8

Call integration tool, CVS / Oak Street earnings talk, assessing technical ability of clinicians, and more!

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Aug 1, 2023

Amanda DiTrolio

💡HTN | Community Brain Trust | 8/1

Medicaid status visibility, data privacy in LLM apps, health system EMR finders, and more!

Community Brain Trust
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Member only

Jul 25, 2023

Amanda DiTrolio

💡HTN | Community Brain Trust | 7/25

RPA bot web-scraping, risks of online tracking tech, eye tracking for autism, and more!

Community Brain Trust
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Jul 18, 2023

Amanda DiTrolio

💡HTN | Community Brain Trust | 7/18

Claims adjudication timeline, best LLM APIs, gamification in healthcare, and more!

Community Brain Trust
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Jul 11, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 7/11

Helpdesk vendor reviews, ELI5 US payor system, viability of VC-backed models, and more!

Community Brain Trust
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Jun 27, 2023

Amanda DiTrolio

💡 HTN | Community Brain Trust | 6/27

ICD-10 codes chrome extension, hospital discharge friction, putting software in escrow, and more!

Community Brain Trust
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Sep 6, 2023

Amanda DiTrolio, Sheila Shah & Max Lounds

A Guide to GTM Strategy with Sheila Shah and Max Lounds (L.E.K. Consulting)

A discussion with Sheila Shah & Max Lounds on best practices and frameworks for navigating go-to-market strategy in digital health.

Community Wisdom
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Jul 18, 2023

HTN

HTN Topic Discussion: Selling to Small Clinics with Dr. Andrew Lundquist (Mankato Clinic)

A discussion with Dr. Andrew Lundquist, CMO of Mankato Clinic, on best practices for selling to small clinics.

Community Wisdom
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Jul 18, 2023

Amanda DiTrolio and Duncan Reece

A Guide to Medicare Advantage Bids with Duncan Reece

A discussion with Duncan Reece on best practices for navigating the Medicare Advantage bids process.

Community Wisdom
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Jun 20, 2023

Amanda DiTrolio

HTN | Community Brain Trust | 6/20

Navigating PHI restrictions, patient interview best practices, HIPAA compliant Twilio alternatives

Community Brain Trust
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Jun 13, 2023

Amanda DiTrolio

HTN | Community Brain Trust | 6/13

Future of e-prescribing, ELI5 FQHCs, State of AI in healthcare

Community Brain Trust
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Jun 6, 2023

Amanda DiTrolio

HTN | Community Brain Trust | 6/6

EMR API explainer, RCM customer discovery, D-SNP target market

Community Brain Trust
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May 25, 2023

Amanda DiTrolio

HTN | Community Update | 5/25

Our bi-weekly summary of HTN community activity, including: insightful perspectives, helpful Q&A, community events, & new channels.

Community Update
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May 11, 2023

Amanda DiTrolio

HTN | Community Update | 5/11

Our bi-weekly summary of HTN community activity, including: insightful perspectives, helpful Q&A, community events, & new channels.

Community Update
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Apr 27, 2023

Amanda DiTrolio

HTN | Community Update | 4/27

Our bi-weekly summary of HTN community activity, including: insightful perspectives, helpful Q&A, community events, & new channels.

Community Update
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May 14, 2023

Amanda DiTrolio

HTN | Community Update | 4/14

Our bi-weekly summary of HTN community activity, including: insightful perspectives, helpful Q&A, community events, & new channels.

Community Update
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Mar 31, 2023

Amanda DiTrolio

HTN | Community Update | 3/31

Our bi-weekly summary of HTN community activity, including: insightful perspectives, helpful Q&A, community events, & new channels.

Community Update
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Mar 16, 2023

Amanda DiTrolio

HTN | Community Update | 3/16

Our bi-weekly summary of HTN community activity, including: insightful perspectives, helpful Q&A, community events, & new channels.

Community Update
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Mar 2, 2023

Amanda DiTrolio

HTN | Community Update | 3/2

Where we keep track of things going on in the community because everyone has day jobs and it can be hard to keep up with all of the Slack messages.

Community Update
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Feb 16, 2023

Amanda DiTrolio

HTN | Community Update | 2/16

Where we keep track of things going on in the community because everyone has day jobs and it can be hard to keep up with all of the Slack messages.

Community Update
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Jul 6, 2023

Amanda DiTrolio, Jeremy Earl & Greg Mitchell

A Guide to VBC Contracting with Jeremy Earl & Greg Mitchell (McDermott Will & Emery)

A discussion with Jeremy Earl and Greg Mitchell from McDermott Will & Emery on best practices for setting up value-based care contracts.

Community Wisdom
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Apr 27, 2023

HTN and CareOps

HTN CareOps Mastermind: Engaging Medicaid Beneficiaries

An HTN community mastermind session on engaging Medicaid beneficiaries with Ouma Health CEO, Sina Haeri, in the hot seat.

Community Wisdom
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Apr 14, 2023

Bethany Vick and Amanda DiTrolio

A Guide to Health System Pilots with Bethany Vick (Providence Digital Innovation Group)

A discussion with Bethany Vick from Providence Digital Innovation Group on best practices for setting up health system pilots.

Topic Analyses
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Apr 13, 2023

Jonathon George and Amanda DiTrolio

Medicaid 101: Unpacking the Children’s Health Insurance Program (CHIP)

A deep dive into the Children’s Health Insurance Program (CHIP), exploring how it’s structured, innovation opportunities, and more.

Topic Analyses
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Feb 2, 2023

Amanda DiTrolio

Community Update | 2/2

Where we keep track of things going on in the community because everyone has day jobs and it can be hard to keep up with all of the Slack messages.

Community Update
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Jan 6, 2023

Amanda DiTrolio

Community Update | 1/6

Where we keep track of things going on in the community because everyone has day jobs and it can be hard to keep up with all of the Slack messages.

Community Update
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Feb 14, 2023

Kevin O'Leary

Our Reflections on CVS / Oak Street

Diving into some of the key questions posed by the deal - is the MA Golden Age over, Oak's J-Curve, and CVS's broader strategy

Company Research
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Jan 20, 2023

Amanda DiTrolio

Community Update | 1/20

Where we keep track of things going on in the community because everyone has day jobs and it can be hard to keep up with all of the Slack messages.

Community Update
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Apr 27, 2022

Kevin O'Leary

The Medicare Advantage Onboarding Process

Looking at a recent McKinsey survey on MA enrollment & Devoted's enrollment experience

Topic Analyses
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Jul 24, 2022

Kevin O'Leary

The Amazon / One Medical Deal

Our perspective on the key strategic questions posed by Amazon's announced $3.9 billion acquisition of One Medical

Company Research
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Jul 18, 2022

HTN

Good or Bad Time to Raise? Surveying the New Normal in the Health Tech Market

We, HTN & OMERS Ventures, surveyed 150 startup operators and investors to get their perspective on the road ahead given the current market conditions.

Topic Analyses
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Jun 5, 2022

Kevin O'Leary

Reviewing the CareMax & Steward VBC Deal

Diving into CareMax's acquisition of Steward's VBC business

Topic Analyses
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Jul 24, 2022

Kevin O'Leary

UHG's Q2 2022 Earnings Review

A look at our takeways from UHG's earnings call - senior care priorities, a provider acquisition long game, unclear VBC metrics, & more

Company Research
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Mar 19, 2022

Kevin O'Leary

Oak Street's Analyst Day Review

A look at Oak Street's Analyst Day on 3/16/22

Company Research
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Jul 31, 2022

Kevin O'Leary

Q2 Earnings Updates: Centene, Humana, & Teladoc

A summary of our key takeaways from earnings calls this week

Company Research
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Aug 7, 2022

Kevin O'Leary

Q2 Earnings Updates: agilon, Alignment, Amwell, CVS, & Oak Street

Our key strategic takeaways from earnings calls

Company Research
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Mar 27, 2022

Kevin O'Leary

Oscar Health's 2022 Analyst Day

A review of Oscar's analyst day and deep dive into the insurance + platform business

Company Research
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Sep 20, 2022

Kevin O'Leary

Humana's 2022 Investor Day Review

A deep dive into Humana’s 2022 investor day and what’s in store for the MA insurer.

Company Research
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Nov 21, 2022

Amanda DiTrolio

Medicaid 101: An Overview of Medicaid's Functions and Structure

We explore and unpack a few broad questions to understand the role of Medicaid, how it’s structured, and more.

Topic Analyses
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Oct 11, 2022

HTN

Nerding Out with Ro's CEO: Our Reflections

Our reflections on a conversation with Ro's CEO, Zachariah Reitano, about all things Ro

Company Research
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Apr 24, 2022

Kevin O'Leary

Perspective on UHG's Q1 2022 Earnings Call

Taking a look at UHG's Q1 2022 results

Company Research
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Jul 5, 2022

HTN

HTN Topic Discussion: What Makes a Good Research Study

An HTN community discussion on how to think about a research study and the implications for digital health startups.

Topic Analyses
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Jul 22, 2022

Amanda DiTrolio

HTN Discussions: Reactions to the HTN / OMERS Funding Survey

A discussion on the changing health tech market dynamics.

Topic Analyses
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Dec 12, 2022

HTN

HTN @ HLTH'22 - Reflections on Value of the Conference from HTN Community Members

We surveyed HTN community members to get a better sense of the value of investments in HLTH to help inform decision making for future conferences.

Topic Analyses
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Feb 20, 2022

HTN

HTN TEFCA Conversation Notes

An overview of the Trusted Exchange Framework and Common Agreement (TEFCA)

Topic Analyses
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Nov 5, 2021

HTN

HTN Event: Part 1 - Overview of the MA Money Machine with Rick Gilfillan and Don Berwick

A webinar with Rick Gilfillan and Don Berwick presenting an overview of the their Health Affairs articles on the MA Money Machine with Q&A.

Topic Analyses
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Aug 18, 2022

HTN

HTN Discussion: CMS Physician Fee Schedule Proposed Rule Changes

An overview of the Physician Fee Schedule proposed rule changes and their potential impact

Topic Analyses
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Mar 24, 2022

Kevin O'Leary

Fresenius, InterWell and Cricket Shake Up the Kidney Care Landscape

A look at implications of the merger announced Monday

Topic Analyses
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Sep 27, 2022

Kevin O'Leary

Lessons from +Oscar's Challenges

Perspective on the commercial challenges that have plagued +Oscar's launch and learning lessons for others

Company Research
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Jul 29, 2022

Kevin O'Leary

eConsults: A Market Deep Dive

Diving into the eConsults market and vendors including AristaMD, ConferMED, RubiconMD, and Sitka

Topic Analyses
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Oct 4, 2022

HTN

Decoding CMS’s Medicaid Announcement

HTN friend & Medicaid nerd Dr. Lindsey Leininger helps us understand this Medicaid announcement

Topic Analyses
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May 1, 2022

Kevin O'Leary

Devoted Health: Checking in

Taking a look at what we know about Devoted Health

Company Research
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Sep 8, 2022

Amanda DiTrolio

Community Update | 9/8

Where we keep track of things going on in the community

Community Update
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Aug 7, 2022

Amanda DiTrolio

Community Update | 8/7

Highlights from recent conversations & events within the community

Community Update
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Sep 22, 2022

Amanda DiTrolio

Community Update 9/22

Where we keep track of things going on in the community

Community Update
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Aug 25, 2022

Amanda DiTrolio

Community Update | 8/25

A summary of recent happenings in the community

Community Update
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May 15, 2022

Kevin O'Leary

Clovers Q1 22 Earnings: Pivoting to an MSO

A look at Clover's Q1 2022 earnings announcement and how it appears to be pivoting to an MSO-like play

Company Research
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May 29, 2022

Kevin O'Leary

Babylon's Investor Day

A review of Babylon's recent Investor Day

Company Research
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Jul 25, 2022

Amanda DiTrolio

Community Update | 7/25

A summary of interesting things happening in the HTN Community

Community Update
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Oct 19, 2022

Kevin O'Leary

Case Study: Revisiting Bright’s Strategy Circa 2016

Looking back at Bright's early strategy to understand whether its individual exchange business was always doomed from the start

Company Research
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Jun 21, 2021

Kevin O'Leary

Bull or Bear: A Review of the Bright Health S-1

Bright has cobbled together a mini-version of UHG focused on the individual consumer over the last 18 months.

Company Research
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Oct 4, 2022

Kevin O'Leary

Blurring Lines: The Evolving Nature of Healthcare Companies

In this post we explore how various companies are blurring the distinctions between traditional roles in healthcare in order to drive growth

Topic Analyses
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Nov 3, 2022

Amanda DiTrolio

Community Update | 11/3

A bi-weekly summary of happenings in the community

Community Update
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Apr 24, 2022

Kevin O'Leary

Anthem's Q1 2022 Earnings Results

Our perspective on Anthem's Q1 2022 earnings call.

Company Research
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Mar 14, 2022

Kevin O'Leary

agilon's 2022 Analyst Day review

agilon health's 2022 Analyst Day review

Company Research
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Mar 3, 2022

HTN

An Overview of SilverSneakers

The HTN community shares some wisdom on the SilverSneakers program and how its the "killer app" for some MA plans

Company Research
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Mar 28, 2022

HTN

An Overview of Nice Healthcare

A discussion with Nice Healthcare's CEO, Thompson Aderinkomi

Company Research
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Jun 4, 2022

Kevin O'Leary

An Overview of Carbon Health

Taking a look at Carbon Health's urgent care business & broader aspirations

Company Research
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May 13, 2022

Kevin O'Leary

5/13 Earnings Week in Review: Babylon, Oscar, Privia

Discussing our key takeaways from notable earnings sessions this week - Babylon, Oscar, and Privia

Company Research
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May 6, 2022

Amanda DiTrolio

5/6 Earnings Week in Review

Reviewing earnings reports from Bright, Oak Street, One Medical, and agilon

Topic Analyses
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Aug 28, 2022

Kevin O'Leary

Amazon, CVS, and UHG: Exploring Signify's Significance

Looking at the strategic implications of Signify for Amazon, CVS, and UHG

Company Research
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Apr 30, 2022

Kevin O'Leary

4/30 Earnings Week in Review

A review of Accolade, Centene, Humana, and Teladoc's earnings

Community Update
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Apr 14, 2022

Kevin O'Leary

A perspective on the tradeoffs of value-based care

Our thoughts on Sachin Jain's recent Forbes article on VBC

Topic Analyses
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