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Molina Healthcare Q4 2025 Earnings Note
LockSimple

Feb 6, 2026

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7 min read

Molina Healthcare Q4 2025 Earnings Note

Medicaid Managed Care has a tough couple of years ahead of it, but Molina is doubling down through RFP wins and M&A.

Martin Cech
Martin Cech
InnovAge Q2 FY 2026 Earnings Note
LockSimple

Feb 3, 2026

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7 min read

InnovAge Q2 FY 2026 Earnings Note

An impressive turnaround, but tough sledding ahead for the InnovAge along with the rest of the PACE and D-SNP markets

Martin Cech
Martin Cech
HCA Healthcare Q4 2025 Earnings Note
LockSimple

Jan 30, 2026

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8 min read

HCA Healthcare Q4 2025 Earnings Note

HCA Healthcare continues to be a story of fundamentals well-executed upon and impressive growth. While there are headwinds for the industry going into 2026, HCA seems well-positioned going into 2026.

Martin Cech
Martin Cech
Elevance Q4 2025 Earnings Note
LockSimple

Jan 30, 2026

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9 min read

Elevance Q4 2025 Earnings Note

Elevance stock rebounds as it highlights 2026 as a year of "execution and repositioning" amidst insurance membership declines while prioritizing margin recovery

Kevin O'Leary
Kevin O'Leary
Alternative choices for Autism Spectrum Disorder therapy with Positive Development’s Mike Suiters and Dr. Josh Feder

Dec 19, 2025

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3 min read

Alternative choices for Autism Spectrum Disorder therapy with Positive Development’s Mike Suiters and Dr. Josh Feder

Every payer is trying to manage ABA spending with rate cuts and UM. But what if the answer is an entirely different clinical model?

Martin Cech
Martin Cech
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