💊 Hims & Hers: When the Growth Story Runs Into the Regulator
In this episode Edward Corona dissects the sudden 16% plunge of Hims & Hers Health (HIMS), linking it to a dual blow from GLP‑1 hype‑driven expectations and mounting legal and FDA scrutiny. He explains how lawsuits and regulatory pressure are directly challenging the company’s core growth narrative, forcing a reassessment of its business model. Corona highlights the broader market implications for other tele‑health and consumer‑health firms riding similar hype cycles, and offers tactical insights for traders navigating the fallout.
Maine: Preliminary 2026 Open Enrollment Data Shows Rising Affordability Challenges for Mainers' Health Coverage
Maine’s state‑run CoverME.gov marketplace reported its lowest enrollment since launch, with 58,523 consumers signing up in 2026 – a 9.5% drop from the previous year. New customer registrations fell 24%, while the share of enrollees receiving Advance Premium Tax Credits...
The Misleading Chart That Killed the ACA Subsidies
The episode dissects a misleading chart promoted by the Paragon Health Institute that Senate Majority Leader John Thune used to argue against extending ACA subsidies, claiming Obamacare premiums have skyrocketed. Health policy experts, including Brookings senior fellow Matthew Fiedler, explain that the...
Strategic Insight: Carbon Health’s Boom, Bust, and Bankruptcy
Carbon Health surged during the pandemic, scaling from a few clinics to over 125 locations across 13 states by leveraging COVID‑19 testing sites and telehealth, and raising more than $600 million in venture capital, including a $350 million Series D at a $3.3 billion...
🩺 Molina Healthcare Deep Dive: When the Math Breaks, the Stock Pays the Price
In this episode, Edward Corona dissects Molina Healthcare’s disastrous earnings report, highlighting a stark mismatch between projected rates and actual costs that caused the stock to plunge over 25% in a single day. He breaks down the underlying financial math,...
Beyond the AI Hype in Health Care Services
The episode cuts through the hype surrounding AI in health care, focusing on real‑world evidence from three recent studies of large language models (LLMs). It highlights that LLMs can improve structured tasks like medication safety when used as a co‑pilot...
Will Oracle Offload Cerner to Fund Datacenters?
A TD Cowen note suggests Oracle could sell its health‑tech unit, formerly Cerner, to finance massive AI datacenter spend. The company faces over $500 billion in capital commitments, including a $300 billion OpenAI contract that alone may require $156 billion in capex. To free...
The U.S. Poison Center Network
The episode explores the U.S. Poison Control Center Network, tracing its history from the first center in 1953 to the modern system of 53 accredited centers serving all states. It highlights a new RAND study that quantifies the network’s value...