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

HTN Daily Brief: 07/29/2026

Jul 29, 2026

Martin Cech
Kevin O'Leary
Martin Cech & Kevin O'Leary

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

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
Martin Cech, Kevin O'Leary
Weekly Health Tech Reads 7/26/2026

Jul 26, 2026

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14 min read

Weekly Health Tech Reads 7/26/2026

Q2 earnings: Molina, HCA, CHS, and Tenet report, highlighting ACA issues, commercial affordability challenges, and a winning strategy in high-acuity ASC cases

Kevin O'Leary
Kevin O'Leary

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