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Musing on $100 billion healthcare AI companies, the impact of GLP-1s, conversations about primary care access, and more
May 31, 2026
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Musing on PhRMA's access argument and the TAM for drugs; HCAT, HIMS, and DOCS drop on earnings; digital health pushes back on ACCESS and more
May 17, 2026
Edition #133
May 13, 2026
A guest perspective from Genevieve D. Caruncho-Simpson on the nuances of the dual-eligible program and population.
A solid week of Q1 earnings saw most public stocks on the upswing (agilon up 100%!), a review of the MinuteClinic / Mass General Brigham partnership, and lots more
May 10, 2026
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