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Market intelligence for companies competing in the health plan market.

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The MA Reset One Year On: Three Shifts the Stabilization Story Misses

What the SNP composition rotation, the Star Ratings program breakdown, and the January 2027 supplemental benefit deadline change about how plans buy, vendors sell, and investors position for 2027.

What the Q2 Health Plan Earnings Calls Locked In for CY 2027

Six of the largest publicly traded health plans raised guidance in Q2. The commitments they made underneath the raise are why vendor deals are stuck right now.

CMS Just Set the Template for the Next High-Cost Specialty Category. GLP-1 Is the First Test Case.

A new CMS demonstration is reshaping how your buyer thinks about 2027 coverage decisions, across every line of business.

One Year Into OBBBA, the Medicaid Market Is Repriced. Here's What Changed.

One federal law, three markets absorbing it three different ways. What each is producing for members, providers, plans, and vendors.

What the Failed Elevance-Louisiana Blue Deal Still Explains About Blues Consolidation in 2026

A $2.5 billion sale collapsed on Mardi Gras night two years ago and ended a 28-year for-profit playbook. The nonprofit affiliation wave that replaced it is the story of Blues consolidation now.

What the ACCESS Model Signals About Where CMS Wants Outcome-Based Chronic Care to Go

Fourteen major health plans just signed a pledge to align by January 2028. Here's what changes about how health plans evaluate outcome-based pitches through the deadline.

Early 2026 Hit Medicare Advantage, Medicaid, ACA, and Employer Coverage. Health Plans Are Absorbing It All at Once.

Each line took major pressure. The second half turns on how the four collide inside health plans operating across all of them.

Three Things MedPAC Just Told Congress That Will Change What Health Plans Buy

MedPAC put $45 billion in MA overpayments in front of Congress this week. Plans are about to evaluate vendors differently.

The 2027 Star Ratings Tripled the Weight of Member Experience. Here's What That Changes About Selling to Health Plans.

Why every health tech vendor that touches a member is now in the Stars math.

Clover v. HHS Is Not Just Another Star Ratings Lawsuit. Here's Why It Matters Even If You Don't Live in Stars.

One plan's 2026 Star Rating got set aside. The reasoning asks if large parts of the program were ever legal. What that means for people who sell to, invest in, or advise plans.