Thoughts on Healthcare Markets & Technology Podcast

CMS just reimposed a nationwide home health agency moratorium. LA County has 12-15% of all HHAs while holding 3% of Medicare beneficiaries. Ohio found 18 agencies at one address. The pay-and-chase loop is running again. Here is the absurd part. GPS-verified visit data is already being collected at every Medicaid home health visit under the 21st Century Cures Act mandate. Six data elements, includi...

Q1 2026 managed care earnings looked like a recovery. They were not. Here is what actually happened across UHC, CVS, Elevance, Humana, Centene, and Molina. Cost trend did not reverse. Hospital costs are still up. Senior utilization is still elevated. Specialty drug spend is still ugly. Plans just stopped waiting for the trend to fix itself. What changed: benefit design tightened, networks narrowed...

The CEA’s six hundred billion dollars drug savings projection is built on data the report’s own footnotes say don’t measure net prices. The policy is net-price-based. The data are gross-price-based. Why did seventeen pharma CEOs sign voluntary MFN deals without anyone forcing them? One sentence in CMS guidance: GENEROUS supplemental rebates won’t affect Medicaid Best Price or three hundred forty b...

$2.58B across 10 healthcare VC rounds in 60 days. The pattern is clear: capital is concentrating on scarce inputs, not apps. Sanofi is writing equity into Earendil after a $2.56B deal. Regeneron put $200M into TriNetX for exclusive multi-omic data rights. Pharma is not renting access anymore. It is buying it. Earendil at $787M. WHOOP at $575M with Abbott and Mayo on the cap table. Beeline at $300M...

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Quick Links: Knowledge Base, Podcast, and Social Knowledge Base — search and filter every article and podcast episode by topic, section, and keyword: kb.onhealthcare.tech Listen to the Podcast — every article is also available as an audio episode. Free subscribers get the public episodes; paid subscribers get the full archive including subscriber-only episodes. Listen on Apple Podcasts , Spotify ,...

Quick Links: Knowledge Base, Podcast, and Social Knowledge Base — search and filter every article and podcast episode by topic, section, and keyword: kb.onhealthcare.tech Listen to the Podcast — every article is also available as an audio episode. Free subscribers get the public episodes; paid subscribers get the full archive including subscriber-only episodes. Listen on Apple Podcasts , Spotify ,...

Quick Links: Knowledge Base, Podcast, and Social Knowledge Base — search and filter every article and podcast episode by topic, section, and keyword: kb.onhealthcare.tech Listen to the Podcast — every article is also available as an audio episode. Free subscribers get the public episodes; paid subscribers get the full archive including subscriber-only episodes. Listen on Apple Podcasts , Spotify ,...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

This is a free preview of a paid episode. To hear more, visit www.onhealthcare.tech In this episode, we walk through the public filings and regulatory sequence that restructured Hims's entire GLP-1 economics between February and April 2026. You'll learn exactly what the Novo settlement and LillyDirect routing arrangement actually mean for margin structure, why the bear case and bull case are simul...

In this episode, we explore the CMS ACCESS model—a fundamentally new payment infrastructure that withholds fifty percent of chronic care revenue and releases it only if you hit clinical outcome thresholds. We break down why this model is an existential threat to single-condition point solutions, a working capital crisis for undercapitalized companies, and a strategic advantage for integrated platf...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Welcome to Healthcare Markets and Technology. This episode introduces the newsletter — covering business, policy, and technology forces reshaping the US healthcare system for investors, operators, and entrepreneurs who need to stay ahead of the curve. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.onhealthcare.tech/subscrib...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...

Thoughts on Healthcare Markets & Technology is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Welcome to Healthcare Markets & Technology. Rigorous analysis of AI, policy, capital, technology, and clinical operations across U.S. healthcare — written for the people who build, invest in, and lead it. Free subscribers get 2 public...