Layoffs at Carbon and Cerebral, CareMax acquires Steward's VBC business, and more!
Taking a look at Carbon Health's urgent care business & broader aspirations
A review of Babylon's recent Investor Day
CVS launches virtual primary care, Babylon's investor day (& Bright Health partnership), Advocate Aurora lawsuit, & more
A review of Oscar's analyst day and deep dive into the insurance + platform business
An interview on Transcarent, a Colorado patient fends off a lawsuit from Centura Health, Vermont payors seek rate increases, & more
A look at Clover's Q1 2022 earnings announcement and how it appears to be pivoting to an MSO-like play
Lots of earnings calls, including our thoughts on Clover, Oscar, and Privia; Advocate and Atrium merging, and more!
Discussing our key takeaways from notable earnings sessions this week - Babylon, Oscar, and Privia
A big earnings week (Bright, agilon, Oak, One Medical, etc), the D2C adderall market implodes, and more
Reviewing earnings reports from Bright, Oak Street, One Medical, and agilon
Taking a look at what we know about Devoted Health