Healthtech track record
Every call as published, never edited after the fact. Each is scored held or missed once the outcome is known.
HELD0
MISSED0
OPEN18
ALL HEALTHTECH JUDGMENTS, NEWEST FIRST
- Medicare Advantage revenue now turns on the scoring rulebook. CMS's 2027 star ratings could move billions between insurers with no change in membership.OPEN
- Care is getting a checkout layer that AI agents can call. General Medicine raised $120M to sell priced care across insurers and providers, outside network contracts.OPEN
- Medicare is set to pull remote monitoring revenue back inside the practice. Its draft rule bars billing for vendor staff from Jan 1, and Congress has not stopped it.OPEN
- Hospital price data is now a deception risk, not a compliance form. The FTC told 24 providers that meeting CMS rules gives them no safe harbor.OPEN
- Utah, not the FDA, now sets the first rules for AI that writes new prescriptions. Nolla's waiver lets its model prescribe acne drugs after a supervised phase.OPEN
- Traditional Medicare now competes with Medicare Advantage on cash. CMS will pay $90 to 20.8M fee for service enrollees and nothing to MA members.OPEN
- Drug discounts are moving onto a claims data platform drugmakers control. HRSA cleared 10 manufacturers, all on Beacon, for 340B rebates from Jan 1.OPEN
- AI coding has turned claims into an arms race. Blue plans tie $942M of added cost to hospital coding tools, and Cigna answers with a $3B automation drive.OPEN
- Record security now sets the pace for hospital software. AI found Epic flaws allowing untracked chart access, and customers must patch on Epic's six week clock.OPEN
- Digital health vendors are losing fixed fees. Most employers now tie payment to outcomes, so vendors that cannot prove results will lose pricing power.OPEN
- Medicare is building the provider directory as a free public service. That puts price pressure on paid provider data vendors, starting with this open enrollment.OPEN
- AI coding is raising what each claim bills, not the care delivered. Payers will answer with their own review tools, and that fight sets 2027 medical cost trend.OPEN
- Medicaid quality pay is moving to live clinical data. The 37 state pledge makes near real time measurement the default, which favors plans and vendors that already hold that data.OPEN
- FDA is keeping US surgical robots in the operating room. Its Sept 25 draft leaves remote and autonomous systems without a written path, which favors installed consoles.OPEN
- Medicare will likely end vendor-run remote monitoring in 2027. Humana and BCBSA backing the ban gives CMS cover to finalize it over UnitedHealth and CVS.OPEN
- Revenue cycle AI is the first clinical AI with a measured bill for payers. BCBSA's $942M finding makes AI coding the next audit target.OPEN
- Clinical AI is now financed like a sales engine, not a moonshot: most of Heidi's $340M is revenue-based lending.OPEN
- Ambient clinical AI has moved from pilot to procurement, and capital is pricing the agent layer ahead of proof.OPEN