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Thoughts on Healthcare Markets & Technology

Thoughts on Healthcare
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Expert analysis of healthcare and life sciences markets, technology, investment, entrepreneurship, policy, and AI — for investors, entrepreneurs, hospital and insurance executives, and physicians navigating the business of healthcare.

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Latest Issues

Why The Q1 2026 Payer Margin Rebound At UnitedHealth, CVS, Elevance, Humana, Centene, & Molina Is Really A Benefit Design Recession Built On Repricing, Product Exits & Tighter Utilization Mgmt


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7 days ago
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Part II: Why The Q1 2026 Payer Margin Rebound At UnitedHealth, CVS, Elevance, Humana, Centene & Molina Is Really A Benefit Design Recession Built On Repricing, Product Exits & Tighter Utilization Mgmt

Q1 2026 managed care earnings looked like a recovery.

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.

7 days ago
1
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Part I: Why The Q1 2026 Payer Margin Rebound At UnitedHealth, CVS, Elevance, Humana, Centene & Molina Is Really A Benefit Design Recession Built On Repricing, Product Exits, & Tighter Utilization Mgmt

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 stil...

7 days ago
1

The Hidden Rule Makers Behind Prior Auth and Claim Denials: How InterQual, MCG, HealthEdge, Zelis, Lyric, and Optum’s CES Write the Criteria Payers Use to Reject Care and Why That’s Where Real Reform

Everyone knows the payer’s name on the claim denial or prior auth denial letter.

Everyone knows the payer’s name on the claim denial or prior auth denial letter. Almost nobody knows the names of the companies that wrote the rules behind it...

8 days ago
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  • Thoughts on Healthcare

    Expert analysis of healthcare markets, health tech investment, digital health policy, and medical AI — for investors, entrepreneurs, and operators navigating the U.S. healthcare system.

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