February 10, 2026
Ongoing Obamacare Market Evolution: Lower-Cost Plans Mix Shift Amidst Design Changes and Program Integrity Focus [OSCR, CNC, HQY, HCA, CYH]
Recent Obamacare developments (ACA proposal, House committee subpoenas, and OSCR’s earnings) reinforce this market’s durability and clear directional shift toward more-streamlined, lower-cost coverage and greater encouragement of enrollees to be more involved in their healthcare,…
November 9, 2025
Obamacare HIX Fix: HSAs for All or Compromise on Subsidy Changes? We Still Think the Latter [OSCR, CNC, ELV, MOH, UNH, HQY, WBS, EHTH]
President Trump’s Truth Social posts over the weekend, along with that of other Republicans, suggest an existential threat for Obamacare insurers [OSCR, CNC, ELV, MOH, UNH] and potentially other commercial health insurers [CI, CVS] while…
October 17, 2025
Trump’s Fertility Push May Cut Costs, But Adoption Barriers May Remain [PGNY, Maven, Carrot, MRK.GY]
The Trump administration’s new guidance on employer-sponsored fertility benefits and deal with Merck KGaA’s (MRK.GY) EMD Serono to sell select fertility drugs at most-favored-nation (MFN) prices, which were announced Thursday, boosts visibility for companies like…