The Strategist in Brief: February 12, 2026
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The Strategist in Brief: February 12, 2026
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This week's episode covers the end of the proposed 340B rebate pilot, healthcare earnings highlights from HCA, UnitedHealth, and Amazon, the MA rate announcement shaking up payer stocks, ChenMed's new stance on GLP-1s, and Sword Health's acquisition of Kaia Health.
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