HTN Daily Brief

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

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