{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Health Tech Nerds Radio","title":"The Grand Roundup: A busy for publicly traded healthcare company stocks, Allina partnership with Story Health, and a bit on the 340B program","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/6ac49045\"></iframe>","width":"100%","height":180,"duration":3295,"description":"After spending about as much time on the State of the Union as the President spent on health care in the speech, Kevin and Martin talked about a busy week in the health care public markets including some analyst skepticism around Humana’s 2026 margin guidance and MA MLR dynamics; Hims financial results and burgeoning investor distrust; and GoodRx’s role as a pharma channel.They touch on Option Care’s Stelara biosimilar-driven margin compression, Fresenius’s improving value-based kidney care amid regulatory headwinds, and VBC updates from Agilon, Evolent, Privia, Clover, and Alignment, focusing on recontracting and risk transfer. Plus, UHS price-driven growth, skepticism about AI ROI, an Allina–Innovaccer/Story Health cardiology partnership, and rising attention to 340B financing and HHS’s rebate pilot.For more from Health Tech Nerds, subscribe to our weekly newsletters: https://www.healthtechnerds.com/subscribe","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}