Q2 Earnings Updates: Centene, Humana, & Teladoc

A summary of our key takeaways from earnings calls this week

Jul 31, 2022

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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

Health Tech Nerds

CMS adjusts same-day discount and RPM in PFS final rule; softened but kept the 340B cut in OPPS

Nov 5, 2026

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2 min read

CMS adjusts same-day discount and RPM in PFS final rule; softened but kept the 340B cut in OPPS

HTN Daily Brief: 11/05/2026

Martin Cech, Kevin O'Leary