35 Months After Chat GPT Launched.... Where are we?| jeffdelverne.substack.com
Thoughts after the Q2 earnings of the largest insurers in healthcare| jeffdelverne.substack.com
Progress, Pressure, and a $20B Bet on the Future of Healthcare| The Healthcare Economy
Revenue Growth, AI Challenges, and Evernorth Momentum in Curascript Specialty Pharmacy| The Healthcare Economy
Back on Track: Humana Finds Its Footing with CenterWell and AI| The Healthcare Economy
UnitedHealth’s Reset: Margin Pain Now, Tech Payoff Later| jeffdelverne.substack.com
The Reality Check for ACA, Medicaid, and AI in Healthcare| The Healthcare Economy
Tough Time for Health Insurance companies in the public markets| jeffdelverne.substack.com
Health Insurers look to rebuild after a tough first half of 2025| jeffdelverne.substack.com
Visions of Better Days Ahead For Humana| jeffdelverne.substack.com
What Might Have Been| jeffdelverne.substack.com
The Healthcare Economy| jeffdelverne.substack.com
Really strong showing by Evernorth drives top line from specialty drugs!| The Healthcare Economy
Decent Quarter Despite Elevated Medicaid Flu Season| The Healthcare Economy
Tariff and General Market Sluggishness Steals The Thunder For Elevance in Q1| The Healthcare Economy
What are the possibilities and probabilities?| The Healthcare Economy
What are We Spending? Who is Spending it?| The Healthcare Economy
Reset or Red Flag?| jeffdelverne.substack.com