HTN Daily Brief

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

Pearl Health sees $50m in '27 net income; HSAs and affordability; STAT's Commure investigation and Olive AI déjà vu

Pearl Health sees $50m in '27 net income; HSAs and affordability; STAT's Commure investigation and Olive AI déjà vu

HTN Daily Brief: 08/13/2026

Aug 13, 2026

Main Street Health grows 546,533%; small PBM's window of opportunity; ICHRA growth

Main Street Health grows 546,533%; small PBM's window of opportunity; ICHRA growth

HTN Daily Brief: 08/12/2026

Aug 12, 2026

Hims & Hers grows rev, shrinks margins; Innovaccer raising $250m; ClaimsBridge acquires DialysisPPO

Hims & Hers grows rev, shrinks margins; Innovaccer raising $250m; ClaimsBridge acquires DialysisPPO

HTN Daily Brief: 08/11/2026

Aug 11, 2026

Vytalize on-track for $70m+ adj. EBITDA; Employer health market white hot; BoA GLP-1 spending ~$250m

Vytalize on-track for $70m+ adj. EBITDA; Employer health market white hot; BoA GLP-1 spending ~$250m

HTN Daily Brief: 08/07/2026

Aug 7, 2026

Margin recovery strategies pay off; GLP-1 Bridge earns callouts from Lilly, Novo, CVS; Unite Us unites with Vircho

Margin recovery strategies pay off; GLP-1 Bridge earns callouts from Lilly, Novo, CVS; Unite Us unites with Vircho

HTN Daily Brief: 08/06/2026

Aug 6, 2026

Hinge Health's platform play; high-end vitamins; MinuteClinic/Lilly partnership

Hinge Health's platform play; high-end vitamins; MinuteClinic/Lilly partnership

HTN Daily Brief: 08/05/2026

Aug 5, 2026

Datavant strategic review; disruptive 340B pilot finalized; pharma mega-merger

Datavant strategic review; disruptive 340B pilot finalized; pharma mega-merger

HTN Daily Brief: 08/04/2026

Aug 4, 2026

$450m in debt for Function; Schrödinger's work requirements; Alignment's Q2

$450m in debt for Function; Schrödinger's work requirements; Alignment's Q2

HTN Daily Brief: 07/31/2026

Jul 31, 2026

BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

BetterHelp cash pay demand evaporates; the FTC vs Hims & Hers; Cigna Q2 Earnings

HTN Daily Brief: 07/30/2026

Jul 30, 2026

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

Humana signals low margin plan exits for 2027; Included Health to acquire Firefly Health; CMS ends PDP subsidy

HTN Daily Brief: 07/29/2026

Jul 29, 2026

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

Centene's Q2 outperforms on favorable HBRs; Behavioral health buoys UHS; New pledges for CMS Health Tech Ecosystem

HTN Daily Brief: 07/28/2026

Jul 28, 2026

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