Vytalize on-track for $70m+ adj. EBITDA; Employer health market white hot; BoA GLP-1 spending ~$250m

HTN Daily Brief: 08/07/2026

Aug 7, 2026

Martin Cech & Kevin O'Leary

Keep Reading

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

We're discussing blue wave healthcare policy & CVS breakup live at 11am ET

Nov 4, 2026

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3 min read

We're discussing blue wave healthcare policy & CVS breakup live at 11am ET

HTN Daily Brief: 11/04/2026

Martin Cech, Kevin O'Leary

Devoted enters commercial insurance; Employers are dropping GLP-1 coverage; Privia acquires more VBC assets

Nov 3, 2026

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2 min read

Devoted enters commercial insurance; Employers are dropping GLP-1 coverage; Privia acquires more VBC assets

HTN Daily Brief: 11/03/2026

Martin Cech, Kevin O'Leary