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Health Tech Nerds

Lilly's latest 340B salvo; Connie rolls up its 10th MA brokerage; Good peptide vibes

HTN Daily Brief: 06/19/2026

Jun 19, 2026

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

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Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26
LockSimple

Sep 17, 2026

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2 min read

Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26

HTN Daily Brief: 09/17/2026

Martin Cech
Kevin O'Leary
Martin Cech, Kevin O'Leary
Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks
LockSimple

Sep 16, 2026

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2 min read

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks

HTN Daily Brief: 09/16/2026

Martin Cech
Kevin O'Leary
Martin Cech, Kevin O'Leary
Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce
LockSimple

Sep 15, 2026

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2 min read

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce

HTN Daily Brief: 09/15/2026

Martin Cech
Kevin O'Leary
Martin Cech, Kevin O'Leary

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