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Health Tech Nerds Radio

Health Tech Nerds Radio

Von: Kevin O'Leary Martin Cech
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Where we share our weekly news debriefs and discussions with industry experts. These are lo-fi recordings aimed at giving our readers more opportunities to engage with our analysis and a view into some of the conversations that shape it.© 2026 Kevin O'Leary, Martin Cech
  • Humana's Q4 Earnings Call Recap: Membership Growth and Strategy Insights
    Feb 11 2026

    In this special report episode recorded on February 11th, the Health Tech Nerds team dives into the key takeaways from Humana's recent earnings call. The discussion covers Humana's 25% growth in their individual Medicare Advantage book. Despite their stock trading down, the team finds reasons for optimism, particularly around retention rates and profitable plan sales. They also explore larger industry implications, including the impact of CMS's 2027 rate notice and the future strategies of Humana in relation to other Medicare Advantage plans. Key points include Humana's approach to retention, profitability challenges, and the potential ripple effects on regional and smaller insurance plans. Tune in for an in-depth analysis of Humana's current standing and future trajectory in the healthcare market.

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    42 Min.
  • Rethinking medication affordability with a two-sided marketplace | Anurati Mathur (Sempre Health)
    Feb 10 2026

    In this insightful episode, we sit down with Anurati Mathur, co-founder and CEO of a Sempre Health, which is focused on improving medication affordability. The main focus of the discussion is on the complex landscape of medication affordability and how his company addresses it by creating a two-sided marketplace between pharmaceutical manufacturers and health plans. The CEO explains the company's innovative approach to distributing existing funds more effectively and aligning the interests of various stakeholders, including manufacturers, payers, PBMs, and patients. He also touches on the underutilization of financial assistance budgets, the model's expansion into different payer types, and the positive outcomes they've achieved in medication adherence and patient satisfaction. Tune in for a comprehensive look at how technology and innovative business models can transform healthcare affordability.

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    30 Min.
  • The Grand Roundup: February 9th, 2026
    Feb 9 2026

    In this episode, we delve into major developments in the healthcare industry, including the recent bankruptcy of Carbon Health and its ambitious goals, the evolving landscape of AI in primary care, and funding trends. We also discuss primary care access challenges, recent earnings reports from major companies like Molina, Centene, and DaVita, and the outlook for PACE models and vertically integrated healthcare systems. Join us for a comprehensive analysis of the shifts and trends impacting the healthcare sector.

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    1 Std. und 3 Min.
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