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

Our key strategic takeaways from earnings calls

Aug 7, 2022

Keep Reading

$450m in debt for Function; Schrödinger's work requirements; Alignment's Q2

Jul 31, 2026

•

6 min read

$450m in debt for Function; Schrödinger's work requirements; Alignment's Q2

HTN Daily Brief: 07/31/2026

Martin Cech, Kevin O'Leary

BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

Jul 30, 2026

•

4 min read

BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

HTN Daily Brief: 07/30/2026

Martin Cech, Kevin O'Leary

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

Jul 29, 2026

•

4 min read

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

HTN Daily Brief: 07/29/2026

Martin Cech, Kevin O'Leary