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Humana Investor Day 2025
Visions of Better Days Ahead For Humana
Jun 23
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Jeff DelVerne
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The Healthcare Economy
Humana Investor Day 2025
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Same Companies, Different Era: What If Omada and Hinge IPO’d in 2020?
What Might Have Been
Jun 9
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Jeff DelVerne
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The Healthcare Economy
Same Companies, Different Era: What If Omada and Hinge IPO’d in 2020?
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Q1 2025 Review: The Big Six Payors — Winners, Losers, and the Road to Q2
The Healthcare Economy
May 28
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Jeff DelVerne
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Q1 2025 Review: The Big Six Payors — Winners, Losers, and the Road to Q2
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Strong Q1 of 2025 by The Cigna Group
Really strong showing by Evernorth drives top line from specialty drugs!
May 10
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Jeff DelVerne
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Strong Q1 of 2025 by The Cigna Group
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CVS Q1 of 2025 Earnings
New CEO David Joyner beginning to turn a corner
May 9
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Jeff DelVerne
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CVS Q1 of 2025 Earnings
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Humana Q1 Earnings
New CEO Jim Rechtin Rebuilding/Retooling Humana
May 7
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Jeff DelVerne
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Humana Q1 Earnings
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Centene Q1 2025 Earnings Recap
Decent Quarter Despite Elevated Medicaid Flu Season
May 2
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Jeff DelVerne
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Centene Q1 2025 Earnings Recap
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Elevance Q1 of 2025
Tariff and General Market Sluggishness Steals The Thunder For Elevance in Q1
Apr 27
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Jeff DelVerne
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Elevance Q1 of 2025
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