Oak Street's Analyst Day Review

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

Mar 19, 2022

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UNH lobs a bid in for Surgery Partners bidding war; Hims & Hers subscriber headwinds; Split decision on state tax hikes to finance healthcare

Nov 10, 2026

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2 min read

UNH lobs a bid in for Surgery Partners bidding war; Hims & Hers subscriber headwinds; Split decision on state tax hikes to finance healthcare

HTN Daily Brief: 11/10/2026

Martin Cech, Kevin O'Leary, Rae Woods

Weekly Health Tech Reads 11/8/26

Nov 8, 2026

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11 min read

Weekly Health Tech Reads 11/8/26

Five things from the week: CVS's big move, midterms, athena's agentic future, Devoted's commercial market entry, and Q3 earnings rundown

2027 outlook: Oscar sees a stable ACA marketplace; Humana now expects to grow its MA book; Cigna is tracking to 2m+ new PBM lives

Nov 6, 2026

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2 min read

2027 outlook: Oscar sees a stable ACA marketplace; Humana now expects to grow its MA book; Cigna is tracking to 2m+ new PBM lives

HTN Daily Brief: 11/06/2026

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