The Administration’s Health Plan Bypasses Insurers (Details TBD), Tech Unicorns IPO Because No One Can Afford Them, and Accredo Sued for Routine Incompetence

Hey all,

Happy Tuesday! Between a White House healthcare proposal that currently exists mostly as a vibe and digital health giants forcing IPOs because they’ve become too expensive for anyone to actually buy, the industry seems determined to prove that "valuation" and "value" are entirely different things. While the powers that be debate "concept" plans and market caps, the actual patient experience remains a Kafkaesque nightmare where you apparently need to threaten a lawsuit just to get Cigna to ship neccessary medication to your doorstep. It appears the only thing being efficiently delivered in American healthcare right now is the invoice, while the actual care is still pending in a Delaware warehouse.

Enjoy the rundown!

Jacob Brody (Co-Founder & CEO, ZorroRX)

(Fierce Healthcare) Trump Unveils "The Great Healthcare Plan"

President Trump's newly announced "Great Healthcare Plan" proposes routing Affordable Care Act subsidies directly to consumer health savings accounts rather than insurers, while also reviving cost-sharing reduction payments to potentially lower premiums. The administration also aims to slash drug prices via a "TrumpRx" website and mandate stricter transparency from insurance companies regarding revenue and denied claims. However, considering the accompanying "fact sheet" leaves most implementation mechanics entirely up to the imagination, it appears this "Great" plan is still largely just a "concept" of one. Full Article

(Massively Better Healthcare) The Digital Health IPO Watchlist 2026

Driven by a resurgence in market momentum and trends like AI adoption and GLP-1 prescribing, the digital health sector is eyeing a major IPO wave in 2026 led by heavyweights like Freenome and Ro. These companies have pivoted from growth-at-all-costs to durability and clinical evidence, creating a backlog of IPO-ready candidates poised to test the public waters. In short, they’ve successfully raised so much money that they’re now too expensive to be acquired, meaning they have to go public simply because there’s nobody left with a big enough checkbook to buy them. Full Article

[Benefits Pro] Cigna Specialty Pharmacy Faces Lawsuit Over Prices and Service Concerns

A class-action lawsuit filed against Cigna’s Accredo Health Group alleges the specialty pharmacy leverages its market dominance to inflate patient costs while delivering service so abysmal that missed deliveries have forced transplant patients into the emergency room. The complaint outlines a systemic failure involving poorly trained staff and insurmountable communication barriers that allegedly endanger patient health while maximizing profits. Speaking from personal experience as a hostage of their network, I can confirm that the only efficient way to get Humira and Skyrizi out of their Delaware pharmacy and into my Putnam County, NY home was to threaten a lawsuit for ‘fraudulent inducement to procure servies’ until they panic-couriered the meds to fix their own incompetence. Full Article