{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Health Tech Nerds Radio","title":"The Grand Roundup: Devoted's long-term bet, Anthropic's AI services firm, Q1 earnings, healthcare financial infrastructure, gene therapy exit, public trust in healthcare, NC state health plan turnaround, and more","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/16a00c4a\"></iframe>","width":"100%","height":180,"duration":6819,"description":"News & Analysis from Health Tech Nerds - Anthropic partnered with Blackstone, Goldman Sachs, and a roster of the world's largest asset managers to launch an enterprise AI services firm, a straightforward move to speed adoption of the technology by addressing the implementation bottleneck.- Devoted Health CEO Ed Park made a bold statement at the Medicarians conference, \"Please pay MA plans less,\" which seems counterintuitive for an MA plan growing 120% year-over-year. Kevin's hypothesis: Devoted is building toward a fully integrated payer-provider model that uses MA as the entry point to capture the full healthcare dollar, with ambitions closer to UnitedHealth Group than a traditional MA plan.Q1 earnings covered Alignment Healthcare, Humana, Cigna, and Teladoc. - Alignment Healthcare: Alignment raised guidance on revenue and membership despite its stock dropping on growth trajectory concerns. The most notable moment from the call: CEO John Kao said MA plans are paying hospitals exactly what they deserve to be paid, a direct statement that most people in the industry would only say off the record.- Humana beat Q1 expectations and held guidance. CEO Jim Rechtin opened repeateadly with \"We are right where we expected to be,\" signaling vindication after a rough stretch. The question is whether they can retain membership through the benefit cuts they're signaling for 2027.- Cigna exited the ACA market and is exploring strategic options for Evicore.- Teladoc showed signs of turning a corner after pivoting from subscription to insurance fee-for-service. Meanwhile, BetterHelp is generating $75M ARR, growing toward $125M ARR by year end and is generating 20% higher visit completion rates versus cash pay. It appears to be an undervalued asset for the organization, suggesting Teladoc itself is undervalued.The CVS MinuteClinic / Mass General Brigham NPI deal was flagged by regulators to increase healthcare spending by at least $40M annually, a reminder that expanding access...","thumbnail_url":"https://img.transistorcdn.com/y84Rj-3Zru2TSHB3gg7QPKSw1QK5xTylJGdWYgSYt5g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85MmYw/N2JiYjk1MjQ4NTAy/YzJiZDg1NzYyY2E2/NmI0ZS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}