Dec 21, 2025
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20 min read
A new AI conglomerate emerges, specialty pharmacy vibes, Humana's MA question, CMMI's LEAD Model, and more
Dec 14, 2025
16 min read
Reviewing CVS's Investor Day, a musing about direct primary care, early ACA enrollment figures, and more
Dec 7, 2025
18 min read
CMMI's new ACCESS model, Sword becomes the AI front door for Greece, Best Buy Health takes another impairment charge, and more
Nov 23, 2025
21 min read
Discussing a debate on VBC, Abbott's acquisition of Cologuard manufacturer, Function's funding round, and more
Nov 16, 2025
$1,000 AI scans and the US healthcare system, Humana and ChenMed's legal spat, House Rx's funding round, and more
Nov 9, 2025
Hippocratic AI's funding round, Q3 earnings season reviews, and more
Nov 2, 2025
22 min read
A reflection on the ACA and catastrophic coverage, Q3 payor earnings, Eli Lilly's GLP-1 dominance, a potential SPAC candidate, and more
Oct 26, 2025
Molina's Q3 ACA miss, health systems doing well, AI adoption in healthcare, and more
Oct 19, 2025
25 min read
A reflection on HTN's eras, HSS / General Atlantic and Cleveland Clinic / Khosla ink very different partnerships, Patina Health and Vesta Healthcare shut down, and more
Oct 12, 2025
19 min read
A reflection on the Iron Triangle, OpenAI's DevDay, 2026 Star Ratings, and more
Oct 5, 2025
CommonSpirit's 2025 financial results, the 2026 MA landscape, Assort's funding, and more
Sep 28, 2025
Evolent divests its VBC primary care business, Abridge and Epic may not be Pals, the challenges facing regional health plans, and more
Sep 21, 2025
Harbor Health acquires VillageMD clinics, Semler settles with the DOJ, Oregon's Medicaid rate hike, and more
Sep 14, 2025
A discussion of commercial market innovation trends, from rising costs to alternative plan designs, to Mark Cuban's new cash pay company; and more!
Sep 7, 2025
Lots of M&A activity, an interesting primary care investment, MSSP's 2024 results, and more
Aug 24, 2025
17 min read
NYU Langone's growth story, The Villages Health bankruptcy drama, healthcare's highest paid CEOs, and more
Aug 17, 2025
Highmark and Abridge partner, Cardinal acquired Solaris, ACA data on enrollees, and more!
Aug 10, 2025
34 min read
Q2 earnings, Open AI's GPT-5 launch, Arkansas's ACA rates, and more
Aug 3, 2025
29 min read
Q2 earnings season roundup: United, Alignment, Cigna, CVS, Humana, Teladoc, Waystar; Ambience's $243 million round; and more!
Jul 27, 2025
Medicare Advantage discussed on Capitol Hill; Molina, Centene, HCA, and Tenet report earnings; Fortuna's funding round, and more
Jul 20, 2025
Elevance's Q2 earnings report, OpenEvidence's big funding round, the skin substitute crack down, and more
Jul 13, 2025
The OBBB passes, Centene signals issues in the ACA, The Villages Health goes bankrupt, Microsoft's AI report, and more
Jun 29, 2025
Novo backs out of the Hims partnership, Wakely's assessment of ACA changes, Best Buy divests Current Health, and more
Jun 22, 2025
Humana's Investor Conference, Advisory Board & BDO on industry trends, Summa / HATCo deal approved, & more
Jun 15, 2025
State legislative changes, Commons Clinic launches a preventive health offering, Amazon reorganizes healthcare efforts, and more!
