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
Teladoc and Accolade shares tank after earnings, Cerebral faces a lawsuit, our look at Devoted Health, and more
Looking at a recent McKinsey survey on MA enrollment & Devoted's enrollment experience
Our perspective on Anthem's Q1 2022 earnings call.
Taking a look at UHG's Q1 2022 results
An interesting week on the public markets - Anthem & HCA earnings, Babylon's lockup expires, & more
Bright Health exits markets & gets fined, UHG reports earnings, Carbon partners with a health system, & more
A conversation with Cerebral's CMO discussing their model and the mental health landscape more broadly
Optum acquires Kelsey-Seybold, a report on Olive, Walmart launches a few more clinics, & more
