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Tuesday, 26 May 2026 |
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| Oura last week confidentially filed to go public. |
| To be honest, the news caught us a bit by surprise — we had gotten the sense that the public markets have been lukewarm if you’re not SpaceX, OpenAI or a market-ready biotech. Oura seems to be betting that won’t be the case. |
| If the IPO goes well, it could be a big boost for health tech, which had signs of a return to IPOs with Omada Health and Hinge Health last year — but nothing since. |
| We’ve talked to Oura a lot in the last year about its healthcare ambitions. A run at the public markets could sharpen that strategy, as well as potentially reveal more about how critical health is to Oura’s overall business. |
| So far, we know a little bit from updates Oura shared in 2025. Last September, Oura said it sold 2.5 million rings over a 15-month period. It anticipated making $1 billion in revenue in 2025. |
| We’ll be here (impatiently) waiting for the S-1 filing to become public so we can see more of how the company’s performing and what’s ahead. |
| - Lydia |
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Dropping off |
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17 |
The percentage by which ACA marketplace enrollment could fall this year, in the most conservative scenario, according to a KFF analysis of estimates from actuarial firm Wakely and CMS data. Enrollment of people who have actually paid their premiums could range from 16.5 million to 18.5 million, down from 22.3 million in 2025. The decrease is driven by the loss of enhanced premium tax credits, causing premiums to rise. |
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Worldwide made. Thanks for reading.
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