HTN Daily Brief

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

WISeR rebuked, Alignment's stock pops 25%, and payer problems in Hawai'i

WISeR rebuked, Alignment's stock pops 25%, and payer problems in Hawai'i

HTN Daily Brief: 06/10/2026

Jun 10, 2026

GoHealth's chapter 11, Zeke's policy prescription, and $55m for Stepful's Medical Assistant training platform

GoHealth's chapter 11, Zeke's policy prescription, and $55m for Stepful's Medical Assistant training platform

HTN Daily Brief: 06/09/2026

Jun 9, 2026

UpToDate & OpenAI, uncompensated care canaries in coal mines, and hot peptide summer

UpToDate & OpenAI, uncompensated care canaries in coal mines, and hot peptide summer

HTN Daily Brief: 06/05/2026

Jun 5, 2026

Health Catalyst sells RCM biz, AZ AG sues Multiplan, and the first look at 2027 ACA price increases

Health Catalyst sells RCM biz, AZ AG sues Multiplan, and the first look at 2027 ACA price increases

HTN Daily Brief: 06/04/2026

Jun 4, 2026

Another NFP exits the MA market, FTC blesses Ascension ASC acquisition, and Mario steps down as Oscar CTO

Another NFP exits the MA market, FTC blesses Ascension ASC acquisition, and Mario steps down as Oscar CTO

HTN Daily Brief: 06/03/2026

Jun 3, 2026