Issue 370
Welcome back to E&O: a subscribers-only weekly-ish newsletter focused on the business, regulation, and effectiveness of health tech.

Oura Farming

• • •

In this issue of E&O

  • E&O started more than seven years ago with a deep dive into Livongo -- a company that was just about to IPO. My first post was an attempt to estimate what might be in the company's eventual S-1 once it came to light...
  • This week I have six years of

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ACCESS Model’s first dropout? Plus: A few new participants
5.08.26
6 min. Read
Are these Utah’s next four AI experiments? Plus: More on the Utah Pharmacy Board’s questions about Doctronic
4.17.26
9 min. Read
Emails show how Doctronic’s AI pilot blindsided Utah’s Medical Board
4.10.26
13 min. Read
Quiet funding rounds. Plus: Digital health-related clinical trial round-ups
3.20.26
5 min. Read
Details: Vida Health’s brief GLP-1 rollout in Mass. Plus: CMS says Freespira not DME
3.13.26
7 min. Read
AI billing codes for 5-min visits? Cityblock $1.5B ARR.
2.27.26
8 min. Read
K Health shuts down DTC clinic. Big employer customer wins, losses
2.20.26
6 min. Read
ACCESS Model’s shockingly low payments. DMHT Rx count.
2.13.26
7 min. Read
Spring Health’s stealthy AI venture, quiet AI acquihire, DTC plans
2.06.26
6 min. Read
Thoughts on the $285M Sword-Kaia deal
1.30.26
6 min. Read
End of apps? Flo Health revenue, losses, paid users, and more
1.16.26
6 min. Read
HLTH acquisition price. Estimating Pomelo Care pricing, revenue, and more
1.09.26
7 min. Read
Breaking: New details on CMMI’s ACCESS Model
12.19.25
6 min. Read
ACCESS exuberance, hints, clues and uncertainties
12.12.25
10 min. Read
New database: Digital health CPT code requests (2012-2025)
11.25.25
2 min. Read
Annual revs round-up: Included, Spring, Virta, Sword, Hinge, Omada and more
11.14.25
6 min. Read
CMS to pay for ADHD DTx. More PFS notes. Two FDA De Novos.
11.07.25
6 min. Read
Pricing for Sword Health, Hinge Health, Joint Academy in the UK.
10.31.25
7 min. Read
Spring, Slingshot AI, Click and others write FDA about GenAI. Big Health board departs.
10.24.25
7 min. Read
Cigna clarifies new non-coverage policy for PDTs. Bevel $10M. FDA GenAI comments.
10.17.25
5 min. Read
Revisiting E&O scoops, pricing intel, revenue finds
10.10.25
7 min. Read
Big Health’s 2024 revenue shrinks. 2025: Runway worries.
9.26.25
5 min. Read
Kavira Health pricing. What did Swing Therapeutics buy? PFS Comments.
9.18.25
7 min. Read
Cerebral’s $25M M&A. Amazon-Fay. Oshi growth numbers.
9.12.25
4 min. Read
Letters to CMS: DMHT codes, MDPP pricing, more. Plus: Unannounced funding.
9.05.25
6 min. Read
Pricing updates: Teladoc, Maven, Garner, Kaia and more
8.29.25
4 min. Read
Pricing for Aetna Transform and 2nd.MD. Teladoc on PFS. Plus: Secret funding.
8.22.25
7 min. Read
New wearable BP 510(k) sheds light on Whoop-FDA. Trials: BetterHelp, Click, DynamiCare, Axena, Kaiser
8.08.25
8 min. Read