BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

HTN Daily Brief: 07/30/2026

Jul 30, 2026

Martin Cech & Kevin O'Leary

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Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

Jul 29, 2026

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4 min read

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

HTN Daily Brief: 07/29/2026

Martin Cech, Kevin O'Leary

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

Jul 28, 2026

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3 min read

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

HTN Daily Brief: 07/28/2026

Martin Cech, Kevin O'Leary