Health Tech Nerds

Yesterday's live show is now available on YouTube, and wherever you find your podcasts. Here's what we covered: Insights & Analysis from Kevin O'Leary and Martin Cech: Mass General Brigham's latest attempt at improving primary care access and how docs responded, Hinge Health CEO's rebuke of CMMI ACCESS, public and private market dislocation around AI, and the financing of drug development. This Week's Guests: Loren Adler, Fellow and The Brookings Institution joined to discuss how the No Surprises Act eliminated surprise bills for patients but increased costs, and where we can expect those costs to show up longer term. Will Johnson, CEO and Co-Founder of Gyde, discusses Gyde's growth via acquisitions of other MA brokerage agencies, their approach to integration, and where the broker market is headed. Jennifer Schneider, M.D., M. S., CEO of Homeward, shares the challenges facing in rural healthcare, operational limitations of the Rural Health Transformation Program, and the need for a focus on retention, not just recruitment, of rural providers. And much more! Links to watch or listen to this week's episode, plus how to join us for our next show, in the comments. Thanks to this week's sponsors: Ursa Health: Helping value-based care organizations unlock the full value of their data. Nashville Health Care Council: Join HTN and 1,400 execs from across the ecosystem Sep 13-15 at Nashville Healthcare Sessions.

The Grand Roundup: a live discussion on the healthcare news of the week Join us Mondays at 12pm ET / 9am PT as Health Tech Nerds and guests go deeper on the most noteworthy healthcare news of the week.

Join us Monday at 12pm ET! The guest lineup so far: 12:35pm ET: Loren Adler, Fellow and Associate Director, Center on Health Policy, The Brookings Institution 1pm ET: Will Johnson, CEO and Co-Founder, Gyde 1:30pm ET: Jennifer Schneider, M.D., M. S., CEO, Homeward

Lots to discuss with Martin Cech today on the Grand Round Up: 1️⃣ Revisiting the state of primary care in Massachusetts and MGB's work with K Health 2️⃣ The digital health critique of ACCESS is becoming louder 3️⃣ Current state of the No Surprises Act with The Brookings Institution's Loren Adler 4️⃣ Keytruda is generating more revenue than OpenAI. Is the TAM of pharma limitless? 5️⃣ Will Johnson joins us to discuss some news today from Gyde and offer his perspective on the brokerage market Plus! I'm excited to hear if Martin has found his Halloween costume for 2026 with an assist from the DOJ last week. Join us live at 12pm ET! Links in comments

Join us Monday at 12pm ET to hear from next week's guests, plus the latest insights and analysis from Health Tech Nerds. 12:35pm ET: Loren Adler, Fellow and Associate Director, Center on Health Policy, The Brookings Institution, bringing expertise in health economics and policy. 1pm ET: Will Johnson, CEO and Co-Founder, Gyde on building an AI-native brokerage platform with a $60M capital infusion in January. 1:30pm ET: Jennifer Schneider, M.D., M. S. CEO of Homeward and three-time Inc. Magazine Female Founders 500, on rural health. Links to join us in the comments!

A few highlights from this week's Health Tech Nerds community discussions: - A framework for specialty risk sparked discussion on whether it holds up for dual eligibles, where coverage fragmentation and churning risk pools complicate the picture - Members shared BI tool recommendations for founders reporting ARR and GTM metrics beyond manual Excel - Martin Cech dove into Hims & Hers Q1 2026 earnings: a notable EPS miss, margin compression despite raised revenue guidance, and questions about the H2 acceleration the updated guidance requires - A discussion about what California's challenge to "captive PC" structures actually means for MSO operators, and what venture and PE-backed digital health companies should do right now - Members pushed back on the "autonomous health" thesis, debating whether healthcare is truly an information problem and who realistically has the resources to act on that information Not in the HTN community yet? Join us to dive into these and many more discussions! Sign up here: https://lnkd.in/gA889GMH

Yesterday's live show is now available on YouTube, and wherever you find your podcasts. Here's what we covered: Insights & Analysis from Kevin O'Leary and Martin Cech: - Q1 earnings rundown for agilon health (up nearly 100%), Evolent (up 14%), Privia Health (down 7%), and Oscar Health (up 15%). After a few years of turmoil in the public markets, it seems like companies across the board felt good about Q1 results. - Zack Cooper's NYT op-ed making the case for hospital market power as the primary driver of rising healthcare costs, and AHA's response, signaling concern - CVS MinuteClinic / Mass General Brigham partnership under review for a potential $40M increase in healthcare spending. Given the biggest driver is 34,000 patients having access to a PCP for the first time, the level of scrutiny is worth examining Learnings from Guests: - Growth strategy with Dan Ferris from LifeStance Health, an outpatient mental health care company with 600 clinics and 8,300 employee clinicians - The growth and strategic role of Special Needs Plans (SNPs), particularly C-SNPs with J. Patrick Foley from Belong Health - Actuaries as the defensible moat and the importance of getting early go-to-market right, a thesis by Sean Doolan and Emre Karatas from Virtue VC - Pharmacy as the most underutilized patient touchpoint with Otto Sipe from Photon, and how health systems should think of themselves as complex pharmacies, not the other way around And much more! Links to watch or listen to this week's episode, plus how to join us next week, in the comments.

Join us again next Monday! The guest lineup so far: 12:15pm ET: Dan Ferris, Chief Growth Officer, LifeStance Health 12:35pm ET: J. Patrick Foley, CEO and Co-Founder, Belong Health 1:05pm ET: Sean Doolan, Founder and Investor, and Emre Karatas, Partner, from Virtue VC 1:30pm ET: Otto Sipe, CEO and Co-Founder, Photon

We're going live for our weekly TGR at 12pm ET / 9am PT today. It's another packed show after a busy news week - here's a quick rundown of topics & guests: 1️⃣ Recapping the healthcare services Q1 earnings calls from last week (agilon, Evolent, Privia, Oscar, CVS, and more) 2️⃣ Chatting with Dan Ferris about LifeStance Health's approach to the mental health market on the heels of its Q1 earnings report last week 3️⃣ Learning about the opportunity in the SNP market with J. Patrick Foley at Belong Health 4️⃣ Dissecting the squabble between Zack Cooper and the AHA about the role hospital prices play in rising healthcare costs 5️⃣ Sean Doolan and Emre Karatas share their thesis on startups building new actuarial infrastructure layer 6️⃣ What is PCP access worth in Massachusetts? We break down the MHPC's analysis of CVS MinuteClinic / MGB's planned tie-up 7️⃣ Otto Sipe on Photon's recent fundraise and building a marketplace for prescriptions Join us live for the show! Links in comments