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Health Tech Nerds

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

HTN Daily Brief: 09/17/2026

Sep 17, 2026

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

Keep Reading

Weekly Health Tech Reads 11/1/26

Nov 1, 2026

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12 min read

Weekly Health Tech Reads 11/1/26

General Medicine and Zocdoc build out agentic AI infrastructure, Q3 earnings updates, the rapidly growing GLP-1 Bridge program, and more

Kevin O'Leary
Kevin O'Leary
Medical frailty rule blocked; Alignment's MBR miss; Voter sentiment on healthcare in 2026
LockSimple

Oct 30, 2026

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2 min read

Medical frailty rule blocked; Alignment's MBR miss; Voter sentiment on healthcare in 2026

HTN Daily Brief: 10/30/2026

Kevin O'Leary
Martin Cech
Kevin O'Leary, Martin Cech
GLP-1 Bridge updates; Teladoc up 25% on beat; Midstream's 20m Series A
LockSimple

Oct 29, 2026

•

2 min read

GLP-1 Bridge updates; Teladoc up 25% on beat; Midstream's 20m Series A

HTN Daily Brief: 10/29/2026

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

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