The Grand Roundup: February 9th, 2026 скачать в хорошем качестве

The Grand Roundup: February 9th, 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. 00:10 The Rise and Fall of Carbon Health 03:47 AI in Healthcare: Hype vs Reality 04:11 Lotus Health and the Future of Primary Care 10:56 The Iron Triangle of Healthcare 13:15 Hospital Margins and Financial Realities 20:47 Compounded GLP-1s and Regulatory Challenges 28:34 Molina's Financial Struggles 32:18 Florida Medicaid Contract Controversy 32:55 Molina's Strategic Moves and Risks 33:26 Medicaid Market Challenges 34:05 M&A and Revenue Concerns 34:44 State Policies and Medicaid 36:47 Centene's Financial Strategies 39:25 ACA Membership Trends 41:59 Cigna's Business Shift 46:10 InovAge and PACE Programs 50:43 Doximity's Public Market Struggles 55:22 DaVita's Financial Outlook 01:00:08 Strategic Partnerships and Future Prospects