Thoreau to buy Ensemble for $12b; GLP-1 utilization management as a service; Blues' operating margin blues

HTN Daily Brief: 06/16/2026

Jun 16, 2026

Martin Cech & Kevin O'Leary

Keep Reading

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

Jul 31, 2026

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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

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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

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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