Q2 Earnings Updates: agilon, Alignment, Amwell, CVS, & Oak Street

Our key strategic takeaways from earnings calls

Aug 7, 2022

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

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

Weekly Health Tech Reads 9/13/26

Sep 13, 2026

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11 min read

Weekly Health Tech Reads 9/13/26

ARPA-H and the autonomous clinical AI debate; employer market disruption; Omada's investor day; PACE growth; and more

10-25% Medicaid spending cuts; Fullscript sale; AI superuser spending moderates

Sep 11, 2026

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2 min read

10-25% Medicaid spending cuts; Fullscript sale; AI superuser spending moderates

HTN Daily Brief: 09/11/2026

Martin Cech, Kevin O'Leary