Archive - The Healthcare Economy

Humana Investor Day 2025

Visions of Better Days Ahead For Humana

Jun 23 •

Same Companies, Different Era: What If Omada and Hinge IPO’d in 2020?

What Might Have Been

Jun 9 •

May 2025

Q1 2025 Review: The Big Six Payors — Winners, Losers, and the Road to Q2

The Healthcare Economy

May 28 •

Strong Q1 of 2025 by The Cigna Group

Really strong showing by Evernorth drives top line from specialty drugs!

May 10 •

CVS Q1 of 2025 Earnings

New CEO David Joyner beginning to turn a corner

May 9 •

Humana Q1 Earnings

New CEO Jim Rechtin Rebuilding/Retooling Humana

May 7 •

Centene Q1 2025 Earnings Recap

Decent Quarter Despite Elevated Medicaid Flu Season

May 2 •

April 2025

March 2025

The State of GLP-1 Usage in the U.S. (Presented By Talent Wave)

What are We Spending? Who is Spending it?

Mar 23 •

Barclays Healthcare Conference 2025

March 11th-March 13th with Presentations from Centene and The Cigna Group

Mar 16 •

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