HTN Daily Brief

Devoted Health valued at ~half a Humana; FQHC-focused venture fund from Facktor; MedImpact's new offerings

Devoted Health valued at ~half a Humana; FQHC-focused venture fund from Facktor; MedImpact's new offerings

HTN Daily Brief:10/02/2026

Oct 2, 2026

Cigna's Investor Day; MA plans available in Medicare Plan Finder; an ASC JV in Delaware

Cigna's Investor Day; MA plans available in Medicare Plan Finder; an ASC JV in Delaware

HTN Daily Brief: 10/01/2026

Oct 1, 2026

Thoreau's $500 million frontier lab bet, Essentia & HealthPartners propose merger, and a new VC fund for Medicaid / safety net

Thoreau's $500 million frontier lab bet, Essentia & HealthPartners propose merger, and a new VC fund for Medicaid / safety net

HTN Daily Brief: 09/30/2026

Sep 30, 2026

The 2027 MA landscape; Oura IPO postponed; Tiny Health's $33m Series B

The 2027 MA landscape; Oura IPO postponed; Tiny Health's $33m Series B

HTN Daily Brief: 09/29/2026

Sep 29, 2026

Rightway's path to an IPO; Neko's 25k waitlist in NYC; BCBS data on AI-driven coding intensity increases

Rightway's path to an IPO; Neko's 25k waitlist in NYC; BCBS data on AI-driven coding intensity increases

HTN Daily Brief: 09/25/2026

Sep 25, 2026

Nebraska H.R. 1 indications; Ouma's tele-MFM model; The AI primary care crowd

Nebraska H.R. 1 indications; Ouma's tele-MFM model; The AI primary care crowd

HTN Daily Brief: 09/24/2026

Sep 24, 2026

ACA anti-fraud measures; Heidi Health's Series C; Superpower's B2B win

ACA anti-fraud measures; Heidi Health's Series C; Superpower's B2B win

HTN Daily Brief: 09/23/2026

Sep 23, 2026

Oura's roadshow echoes Fitbit; WakeMed/Atrium clears penultimate hurdle; Corridor's $25m seed

Oura's roadshow echoes Fitbit; WakeMed/Atrium clears penultimate hurdle; Corridor's $25m seed

HTN Daily Brief: 09/22/2026

Sep 22, 2026

Angle Health's $2.7b valuation in a summer of ESI discontent; Surgery Partners sheds Idaho hospitals; A future without excess health care spending?

Angle Health's $2.7b valuation in a summer of ESI discontent; Surgery Partners sheds Idaho hospitals; A future without excess health care spending?

HTN Daily Brief: 09/18/2026

Sep 18, 2026

Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26

Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26

HTN Daily Brief: 09/17/2026

Sep 17, 2026

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks

HTN Daily Brief: 09/16/2026

Sep 16, 2026

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce

HTN Daily Brief: 09/15/2026

Sep 15, 2026

10-25% Medicaid spending cuts; Fullscript sale; AI superuser spending moderates

10-25% Medicaid spending cuts; Fullscript sale; AI superuser spending moderates

HTN Daily Brief: 09/11/2026

Sep 11, 2026

Senior tech moment; UHC & CVS M&A; ARPA-H ADVOCATE performers

Senior tech moment; UHC & CVS M&A; ARPA-H ADVOCATE performers

HTN Daily Brief: 09/10/2026

Sep 10, 2026

Forus' $150m Series C; Tailwinds for PACE operator InnovAge; PHTI's negative view of CKD solutions

Forus' $150m Series C; Tailwinds for PACE operator InnovAge; PHTI's negative view of CKD solutions

HTN Daily Brief: 08/09/2026

Sep 9, 2026

Oura's S-1; Thyme Care's 40% growth in medical spend under management; Payer portfolio pruning

Oura's S-1; Thyme Care's 40% growth in medical spend under management; Payer portfolio pruning

HTN Daily Brief: 09/08/2026

Sep 8, 2026

$26m for Metriport; Clever Care's ADK of 79; Daffodil's NSA IDR tailwinds

$26m for Metriport; Clever Care's ADK of 79; Daffodil's NSA IDR tailwinds

HTN Daily Brief: 08/28/2026

Aug 28, 2026

Tirzepatide savings: $145 PPPM; HSA account growth; NSA IDR findings

Tirzepatide savings: $145 PPPM; HSA account growth; NSA IDR findings

HTN Daily Brief: 08/27/2026

Aug 27, 2026

Sword to buy Headspace; Wildflower is EBITDA and GAAP profitable; Oura IPO scuttlebutt

Sword to buy Headspace; Wildflower is EBITDA and GAAP profitable; Oura IPO scuttlebutt

HTN Daily Brief: 08/26/2026

Aug 26, 2026

Devoted's $25b valuation; Highmark's health insurance tailwinds; Disney cuts benefits for spouses

Devoted's $25b valuation; Highmark's health insurance tailwinds; Disney cuts benefits for spouses

HTN Daily Brief: 08/24/2026

Aug 25, 2026

Cityblock acquires Homeward; Aon sees +9.5% increase in health costs; Deon Health gets strategic investment

Cityblock acquires Homeward; Aon sees +9.5% increase in health costs; Deon Health gets strategic investment

HTN Daily Brief: 08/21/2026

Aug 21, 2026

Summa Health's tech stack; Centene MA exits; Cityblock's special announcement

Summa Health's tech stack; Centene MA exits; Cityblock's special announcement

HTN Daily Brief: 08/20/2026

Aug 20, 2026

$53m for Hopscotch; Virta's $200m rev run rate; Francisco Partners to take Weave private

$53m for Hopscotch; Virta's $200m rev run rate; Francisco Partners to take Weave private

HTN Daily Brief: 08/19/2026

Aug 19, 2026

R1 RCM acquires Humata; Talkspace's last 10-Q; MA Tea Leaves

R1 RCM acquires Humata; Talkspace's last 10-Q; MA Tea Leaves

HTN Daily Brief: 08/18/2026

Aug 18, 2026

$20m for Aligned Marketplace; Cityblock to NC via Humana; Clinical research agents purported 82x ROI

$20m for Aligned Marketplace; Cityblock to NC via Humana; Clinical research agents purported 82x ROI

HTN Daily Brief: 08/14/2026

Aug 14, 2026