The Grand Roundup: Doximity's AI comeback, Bank of America's $250M GLP-1 bet, Clover and Oscar's blowout quarters, HCMC's $705M bailout, and more

Kevin and Martin dig into a busy week of Q2 earnings, starting with Doximity's whiplash quarter. From there they run through then payer calls: Oscar and Clover both grew close to 50% while improving MLR. They discuss Oscar's Oswell radiology agent and Clover's Counterpart licensing play, Hinge Health's investor day excitement and Cylinder acquisition, and Bank of America's $250 million GLP-1 spend.

They close on Minneapolis' HCMC bailout, a Denver hospital antitrust standoff, and the current "value-based care is back" moment powered by Vytalize, Agilon, and a wave of new AI-enabled ACO enablers — before previewing Hims' earnings as a bellwether for consumer healthcare affordability.

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Links referenced

Bank of America CEO on GLP-1s: https://fortune.com/2026/08/07/bank-of-america-splashing-out-250-million-a-year-on-weight-loss-drugs-for-staff-great-impact-ceo-says/

Challenges for HCMC: https://www.startribune.com/minneapolis-hospital-burned-through-cash-reserves-amid-behind-the-scenes-turmoil/601841297

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