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Takeaways from BofA's Healthcare Conference

Summarizing takeaways from Alignment, Astrana, Clover, CVS, HCA, Humana, Oscar, Tenet, and UHG

May 17, 2024

Kevin O'Leary
Kevin O'Leary

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Weekly Health Tech Reads 7/19/26

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Weekly Health Tech Reads 7/19/26

Q2 earnings season kicks off, OpenEvidence turns down a $20b valuation, Cadence's company presentation, musing on the PFS, and more

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2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click
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Jul 17, 2026

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2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

HTN Daily Brief: 07/17/2026

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RPM industry rattled; another K Health hospital win; UNH Q2 Results
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RPM industry rattled; another K Health hospital win; UNH Q2 Results

HTN Daily Brief: 07/16/2026

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Health Tech Nerds

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