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

Our key strategic takeaways from earnings calls

Aug 7, 2022

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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

Senior tech moment; UHC & CVS M&A; ARPA-H ADVOCATE performers

Sep 10, 2026

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2 min read

Senior tech moment; UHC & CVS M&A; ARPA-H ADVOCATE performers

HTN Daily Brief: 09/10/2026

Martin Cech, Kevin O'Leary

Forus' $150m Series C; Tailwinds for PACE operator InnovAge; PHTI's negative view of CKD solutions

Sep 9, 2026

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2 min read

Forus' $150m Series C; Tailwinds for PACE operator InnovAge; PHTI's negative view of CKD solutions

HTN Daily Brief: 08/09/2026

Martin Cech, Kevin O'Leary