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Kevin O'Leary
Kevin O'Leary

560 Followers

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May 23, 2021

Bull or Bear: A Review of the Bright Health S-1

Note: this S-1 review was co-written with my friend, Ryan Russell. Stay tuned for more stuff from both of us soon! TL;DR: Bright, which got its start in 2017 as an insurance startup in the individual / MA markets, has quickly cobbled together a mini-version of UHG focused on the…

Healthcare

27 min read

Bull or Bear: A Review of the Bright Health S-1
Bull or Bear: A Review of the Bright Health S-1
Healthcare

27 min read


Oct 10, 2020

A Review of the Clover SPAC

GROWTH * GROWTH * GROWTH or SELL * SELL * SELL? — Clover, one of the Medicare Advantage insurance startups, announced on Tuesday that is going public via a SPAC owned by Chamath Palihapitiya of Facebook-fame at a $3.7 billion valuation. It’s obviously a great exit for everyone associated with Clover, but you’ll have to forgive me if I’m a bit befuddled…

Healthcare

24 min read

A Review of the Clover SPAC
A Review of the Clover SPAC
Healthcare

24 min read


Jan 10, 2020

2019: Reviewing A Year in Healthcare Innovation Articles

2019 marks the second full year I’ve been sending out Kevin’s Weekly Health Tech Reads, a weekly newsletter where I summarize healthcare innovation news each week (sign up here if you’re not already a subscriber), and this merry little band of healthcare innovators has grown from 500 at the beginning…

Healthcare

13 min read

Healthcare

13 min read


Oct 10, 2017

The Cost Equation for New Primary Care Models in Existing Frameworks (Part II)

TL;DR: traditional primary care costs $25 PMPM, new models cost somewhere around $50 — $75 PMPM. For insurers or employers to be interested they probably have to at least breakeven or demonstrate cost savings, so they need to demonstrate $25 — $50 PMPM of cost savings to break even, which…

Healthcare

18 min read

The Cost Equation for New Primary Care Models in Existing Frameworks (Part II)
The Cost Equation for New Primary Care Models in Existing Frameworks (Part II)
Healthcare

18 min read


Oct 10, 2017

The Cost Equation for New Primary Care Models in Existing Frameworks (Part I)

TL;DR: traditional primary care costs $25 PMPM, new models cost somewhere around $50 — $75 PMPM. For insurers or employers to be interested they probably have to at least breakeven or demonstrate cost savings, so they need to demonstrate $25 — $50 PMPM of cost savings to break even, which…

Healthcare

14 min read

The Cost Equation for New Primary Care Models in Existing Frameworks (Part I)
The Cost Equation for New Primary Care Models in Existing Frameworks (Part I)
Healthcare

14 min read


Aug 21, 2017

Health Tech Reads: 8/14

Here are the reads I found interesting last week in health tech. I’m going to try moving this over to a email for this coming week and see how that goes (will probably also post here for a bit and see what migrating over to email looks like): News: Oscar…

Healthcare

3 min read

Health Tech Reads: 8/14
Health Tech Reads: 8/14
Healthcare

3 min read


Aug 11, 2017

Health Tech Reads: 8/7

Here are some of the reads I’ve found interesting over the past week from my corner of the healthcare world: News: Oak Street Health is now working with Aetna in Chicago for Medicare Advantage members in an arrangement that looks similar to Iora’s partnership with Humana. This type of primary…

Healthcare

3 min read

Health Tech Reads: 8/7
Health Tech Reads: 8/7
Healthcare

3 min read


Aug 4, 2017

Health Tech Reads: Week of 7/31

Here’s a few links to some of the interesting articles I’ve been reading in the health tech / insurance space in the past week, along with some random thoughts from the peanut gallery: News: Maven raised an $11 million Series A. I like their approach of being a ‘digital clinic’……

Healthcare

3 min read

Health Tech Reads: Week of 7/31
Health Tech Reads: Week of 7/31
Healthcare

3 min read


Jul 31, 2017

Interesting reads in health tech: 7/24

Made it off the Appalachian Trail alive despite days of 95 degree heat and pouring rain! Here’s a few things I found interesting from the shortened week: News: Amazon has a group called 1472 focused on healthcare and just hired an exec from Box who led their healthcare team. Not…

Healthcare

2 min read

Healthcare

2 min read


Jul 19, 2017

Things I find interesting: Week of 7/17

Week 2 of this little side project to keep track of things I’ve been reading & finding interesting in health tech is coming in a little early this week as I’m taking off to hike the Appalachian Trail for a week. More next week! News: Medi-Cal has had one child…

Healthcare

5 min read

Healthcare

5 min read

Kevin O'Leary

Kevin O'Leary

560 Followers

A Minnesotan supporting health tech nerds change the healthcare industry for the better @ healthtechnerds.com

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    StartUp Health

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    Halle Tecco

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    Mark Krynsky

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    Oscar Health

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