HTN Daily Brief

Monster beat from Tenet; Good news for people who love peptides; ChatGPT Health

Monster beat from Tenet; Good news for people who love peptides; ChatGPT Health

HTN Daily Brief: 07/24/2026

Jul 24, 2026

Star recalculations and CMS appeals; Molina's ACA albatross; Dexcom wins first TEMPO slot

Star recalculations and CMS appeals; Molina's ACA albatross; Dexcom wins first TEMPO slot

HTN Daily Brief: 07/23/2026

Jul 23, 2026

Another blockbuster AI RCM round; Advent/Intermountain JV; Wildflower acquires Every Mother

Another blockbuster AI RCM round; Advent/Intermountain JV; Wildflower acquires Every Mother

HTN Daily Brief: 07/22/2026

Jul 22, 2026

NCSHP's tussle with Atrium; Karoo raises $16m; PE and consumer health

NCSHP's tussle with Atrium; Karoo raises $16m; PE and consumer health

HTN Daily Brief: 07/21/2026

Jul 21, 2026

2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

2027 ACA provisions blocked; Q2's mixed medical trend; ACO REACH double-click

HTN Daily Brief: 07/17/2026

Jul 17, 2026

RPM industry rattled; another K Health hospital win; UNH Q2 Results

RPM industry rattled; another K Health hospital win; UNH Q2 Results

HTN Daily Brief: 07/16/2026

Jul 16, 2026

Elevance down 10% after earnings; Hospital ACA pressure; $700m for Neko

Elevance down 10% after earnings; Hospital ACA pressure; $700m for Neko

HTN Daily Brief: 07/15/2026

Jul 15, 2026

Pantherx Rare purchase; the NP enablement thesis; Rock Health H1 funding report

Pantherx Rare purchase; the NP enablement thesis; Rock Health H1 funding report

HTN Daily Brief: 07/14/2026

Jul 14, 2026

ACO REACH results; SCAN Stars suit; CA nurses and Goodhart's Law

ACO REACH results; SCAN Stars suit; CA nurses and Goodhart's Law

HTN Daily Brief: 07/10/2026

Jul 10, 2026

Lilly & Novo pump up Bridge; ACA death spiral talk; Done CEO sentenced

Lilly & Novo pump up Bridge; ACA death spiral talk; Done CEO sentenced

HTN Daily Brief: 07/09/2026

Jul 9, 2026

Ascension's shopping spree continues; Private markets & peptides; The "crumbling" employer insurance system

Ascension's shopping spree continues; Private markets & peptides; The "crumbling" employer insurance system

HTN Daily Brief: 07/08/2026

Jul 8, 2026

Proposed outpatient rule win for publicly traded hospitals; CVS Health100 soft-launch; Elevance Stars lawsuit

Proposed outpatient rule win for publicly traded hospitals; CVS Health100 soft-launch; Elevance Stars lawsuit

HTN Daily Brief: 07/07/2026

Jul 7, 2026

$3b Bridge tailwind; Mark Newsom's view on the future of Stars; Hims $400m receivables facility

$3b Bridge tailwind; Mark Newsom's view on the future of Stars; Hims $400m receivables facility

HTN Daily Brief: 07/02/2026

Jul 2, 2026

OpenLoop acquires Hey Revia; WISeR vendor to submit corrective action plan; Venrock's survey sentiment: cynicism

OpenLoop acquires Hey Revia; WISeR vendor to submit corrective action plan; Venrock's survey sentiment: cynicism

HTN Daily Brief: 07/01/2026

Jul 1, 2026

Corporate Practice of Medicine in CA; Sword's MSK play in Portugal; the 2026 Exchange Report from ASPE

Corporate Practice of Medicine in CA; Sword's MSK play in Portugal; the 2026 Exchange Report from ASPE

HTN Daily Brief: 06/30/2026

Jun 30, 2026

Klomp nom for HHS Dep Sec; What's UpDoc?; Hera raises $27m

Klomp nom for HHS Dep Sec; What's UpDoc?; Hera raises $27m

HTN Daily Brief: 06/26/2026

Jun 26, 2026

Cityblock and Homeward; Superpower's growth; ~$9t in national health expenditures in 2034

Cityblock and Homeward; Superpower's growth; ~$9t in national health expenditures in 2034

HTN Daily Brief: 06/25/2026

Jun 25, 2026

Assort raises $120m; Double-digit ACA premium increases; Stop-loss lasering

Assort raises $120m; Double-digit ACA premium increases; Stop-loss lasering

HTN Daily Brief: 06/24/2026

Jun 24, 2026

Cadence's $100m Series C; a16z backs Prosper for back-office voice AI; Bad debt and charity up in KaufmannHall Flash Report

Cadence's $100m Series C; a16z backs Prosper for back-office voice AI; Bad debt and charity up in KaufmannHall Flash Report

HTN Daily Brief: 06/23/2026

Jun 23, 2026

Lilly's latest 340B salvo; Connie rolls up its 10th MA brokerage; Good peptide vibes

Lilly's latest 340B salvo; Connie rolls up its 10th MA brokerage; Good peptide vibes

HTN Daily Brief: 06/19/2026

Jun 19, 2026

OhioHealth settles; CMS recalculates Stars; LucyRx and Abarca Health pair off to take on the Big 3 PBMs

OhioHealth settles; CMS recalculates Stars; LucyRx and Abarca Health pair off to take on the Big 3 PBMs

HTN Daily Brief: 06/18/2026

Jun 18, 2026

OpenLoop's Shopify for telehealth; copay only plan designs; lamenting the loss of eviCore

OpenLoop's Shopify for telehealth; copay only plan designs; lamenting the loss of eviCore

HTN Daily Brief: 06/17/2026

Jun 17, 2026

Thoreau to buy Ensemble for $12b; GLP-1 utilization management as a service; Blues' operating margin blues

Thoreau to buy Ensemble for $12b; GLP-1 utilization management as a service; Blues' operating margin blues

HTN Daily Brief: 06/16/2026

Jun 16, 2026

Abridge's ambition & PwC predicts 9% medical trend in '27

Abridge's ambition & PwC predicts 9% medical trend in '27

HTN Daily Brief: 06/12/2026

Jun 12, 2026

Clover up ~14% with new 4.5 Star rating; Hinge is a "rule of 60" company; Abridge x Nvidia foundation model

Clover up ~14% with new 4.5 Star rating; Hinge is a "rule of 60" company; Abridge x Nvidia foundation model

HTN Daily Brief: 06/11/2026

Jun 11, 2026