Dec 10, 2025
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20 min read
Hopscotch Primary Care makes for an interesting data point as the country embarks on the Rural Health Transformation Program.
2 min read
Nothing in specialty pharmacy is ever simple, but House Rx sees an opportunity for independent doctors to operate speciality pharmacies in their clinics to make things easier on the patients and add a line of business that helps them stay independent.
Dec 2, 2025
4 min read
NEMT is an obvious solution to a real problem, but it's also suffered from outsized levels of Waste, Fraud, and Abuse. Buck talks us through the balancing program integrity and convenience while opening up a new market for the ride share platform.
Nov 21, 2025
3 min read
Value-based care, tech-enabled clinics, and some thoughts for states on how to make the most of their Rural Health Transformation Program budgets.
Nov 20, 2025
Prioritizing high value care, getting to yes, and when gold carding makes sense.
Nov 17, 2025
Payers think they're priced correctly for 2026 medical trend, most companies retrenching while Privia and Alignment Health get asked about growth, and personalization and AI are still the buzz words with interesting examples from Hims, Oscar, and UnitedHealth Group.
Nov 14, 2025
10 min read
Volume and revenue growth were as expected for the midsized urban market hospital operator, but cost pressures from professional fees and payer denials have caused them to revise their EBITDA guidance down for the year.
Discussing Priva's Q3 earnings, the Evolent ACO acquisition, and Privia's solid VBC performance
Nov 9, 2025
Humana appears set for meaningful growth in 2026, a year that was already expected to be pressured because of the Stars headwind
Nov 6, 2025
Privia's Q3 earnings call highlights another quarter of solid growth, strong performance in MSSP, and the M&A opportunity ahead similar to Evolent's ACO
Turmoil in the marketplaces, silver loading, and how insurance companies stack the shelves around open enrollment
Nov 5, 2025
7 min read
Clover Health beats expectations on revenue but missed on adjusted EBITDA for the quarter. 2025 guidance was revised, lowering adjusted EBITDA and raising expected Benefit Expense Ratio.
Nov 3, 2025
11 min read
The company is offering an attractive pitch to state Medicaid agencies and Medicaid Managed Care Organizations: comparable clinical outcomes at half the cost of ABA. Their key challenge is overcoming the inertia of the status quo.
Oct 31, 2025
Alignment Health has raised EBITDA guidance 4x over the last year. How quickly can they grow, and can they sustain their performance as they do?
Oct 30, 2025
8 min read
CVS beats and raises 2025 earnings guidance; charts recovery in Aetna while spending a lot of time discussing PBM and retail pharma industry changes
Oct 29, 2025
Centene's stock jumps as it avoids ACA issues in the quarter and provides lots of interesting updates across ACA / Medicaid businesses
Oct 28, 2025
5 min read
UHG gets "back to the basics", discussing path to restore margins across UHC and Optum Health. Optum briefly discusses its AI play.
Oct 20, 2025
33 min read
The challenges and opportunities of Medicaid Managed Care for children, build versus buy decisions, and the opportunity for generational returns by investing in children’s health.
Oct 8, 2025
Medicaid eligibility and enrollment support at a critical moment for payers, providers, and patients.
Sep 23, 2025
26 min read
A discussion with Mike Suiters on Positive Development's pioneering of developmental therapy and why Autism Spectrum Disorder therapy has gotten so expensive
Jun 14, 2024
A review of the key trends from the recent investor day
May 17, 2024
Summarizing takeaways from Alignment, Astrana, Clover, CVS, HCA, Humana, Oscar, Tenet, and UHG
Jan 19, 2024
29 min read
Top takeaways from public company presentations at JPMorgan Healthcare Conference 2024.
Feb 14, 2023
43 min read
Diving into some of the key questions posed by the deal - is the MA Golden Age over, Oak's J-Curve, and CVS's broader strategy
Oct 19, 2022
Looking back at Bright's early strategy to understand whether its individual exchange business was always doomed from the start
