Although i'm not sure this is quite right either, as I'd think may of the already healthy people would still see a provider for a check-up & perhaps preventive care. Zero claims (vs total claim value far below average) seems like it could reasonably be interpreted as signal folks not using system

most of the debate right now seems to focus on accurately assessing the level...

good stuff, @matthewherper.bsky.social

100% which is why I also shared the @statnews.com piece, as it's more credible. Tricky with lots of gov health stuff b/c reflexively rejecting everything is going to miss true signal occaasionally...

here's FDA announcement -> www.fda.gov/news-events/... ; here's good coverage from @statnews.com on topic -> www.statnews.com/2025/11/10/f...

Hi - I'm not an expert on this subject and wouldn't pretend to offer medical advice on this deeply personal topic - but below is the reason offered by @openevidence.bsky.social for the change...

Note this is actual eg shared with me this morning by person I encountered who turns out to sell insurance to those in this market-wanted to know if I knew what was going to happen w subsidies, his customers (mostly service workers I think) obviously concerned. @ashishkjha.bsky.social

But question on table was deal a vs deal b…

(ie Novo offer may have had higher headline number but was associated with less certainty for multiple reasons as I understand it)

not if you believe as many seem to that counter offer was objectively worse, and not for jingoistic reasons...

as always, i look forward to your assessment and insights!

In contrast-was speaking w top VC (at another Chatham House rules event at Harvard) whose firm has invested in tech and biotech. The return in one area has gone through the roof. (hint: not biotech). The investor's point: you look at this dichotomy & ofc influences allocation... @gilman.bsky.social

This is potentially relevant info - following the money at a16z - may offer useful perspective on associated media blitz -> www.fastcompany.com/91413783/and... (at end of day, not that complicated: pursuing bigger bets w bigger funds -> huge return from mgmt fees (plus: so far bets doing v well).

While there are an infinite number of communication platforms, there's also a mad competition to have one's voice heard above the din, and I understand completely while a16z - founded with a distinct vision for PR - now seeks to own/drive key communication, increasingly it seems w volume.

My sense is in the absence of a single source of information, or a handful, it's now largely a free for all, everyone turns to their own sources for news and info, influencers have outsized power unfortunately, and seeking to dominate news/info flow in specific areas is rational - just irritating.

Fun share, Eric! Not only interesting (& reassuring to many), but also part of the process of science-&, as the saying goes, why we do the experiment.
Here's a slide to this point I often include on talks on innovation and digital health - includes several prominent/classic egs from cardiology...

Beware the Omnicause?