Oura's S-1; Thyme Care's 40% growth in medical spend under management; Payer portfolio pruning

HTN Daily Brief: 09/08/2026

Sep 8, 2026

Martin Cech & Kevin O'Leary

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Alt plan design Oxbridge raises $45m; Bailey & Company's Q3 M&A recap; Aon's quasi-D2C marketplace

Oct 23, 2026

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2 min read

Alt plan design Oxbridge raises $45m; Bailey & Company's Q3 M&A recap; Aon's quasi-D2C marketplace

HTN Daily Brief: 10/23/2026

Martin Cech, Kevin O'Leary

Rate and trend gap narrows for Molina; BCBS NJ buys Summit Health assets; KFF's annual employer health benefits survey

Oct 22, 2026

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2 min read

Rate and trend gap narrows for Molina; BCBS NJ buys Summit Health assets; KFF's annual employer health benefits survey

HTN Daily Brief: 10/22/2026

Martin Cech, Kevin O'Leary

Elevance government programs overperform; Baba raises $40m series; Mark Cuban tests the rare disease market

Oct 21, 2026

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2 min read

Elevance government programs overperform; Baba raises $40m series; Mark Cuban tests the rare disease market

HTN Daily Brief: 10/21/2026

Martin Cech, Kevin O'Leary