Deep-pocketed investors have adopted a bullish approach towards Centene (NYSE:CNC), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CNC usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 13 extraordinary options activities for Centene. This ...

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equities continued their upward journey in the third quarter with the S&P 500 Index surging 8.1% and tech-heavy Nasdaq Composite rising 11.2% to record highs. Investor optimism was driven by favorable tariff results, the One Big Beautiful Bill in July, expected interest rate cuts, and strong corporate earnings, partic ...

UnitedHealth Group Incorporated (NYSE:UNH) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On September 26, Bernstein reaffirmed its Buy rating to UnitedHealth Group Incorporated (NYSE:UNH), keeping the price target at $379. Lance Wilkes from Bernstein kept a Buy rating on UNH as the company remains a strong pick amid a sector recovery. Wilkes sees strong short-term potential in UnitedHealth, considering the stability and earnings upside. The analyst remains positive on the r ...

Molina Healthcare, Inc. (MOH) is a managed care company that provides health insurance and related services to individuals and families primarily through government-sponsored programs such as Medicaid, Medicare, and state health insurance exchanges. Headquartered in Long Beach, California, the firm operates across multiple states, focusing on underserved populations and leveraging government partnerships. Molina Healthcare’s market capitalization is around $10.4 billion. It is scheduled to announce its fis ...

The Cigna Group (NYSE:CI) ranks among the stocks with low beta that can beat market volatility. UBS highlighted The Cigna Group (NYSE:CI) as its top choice in the Healthcare Facilities & Managed Care sector on September 23 and maintained its Buy rating on the company’s shares, with a price target of $390. According to the firm, The Cigna Group (NYSE:CI) is the largest Managed Care Organization that is least susceptible to the volatility in government businesses, where pressure is mounting. UBS observes t ...

This turnaround will take time, but it's coming.It can be tough to invest in healthcare stocks. They're at the mercy of government programs that set reimbursement rates, they face political pressure on drug pricing and premiums, and they get overshadowed in a booming stock market by high-flying sectors, such as technology.So far this year, the S&P 500 index is showing solid gains, up 12.5%. But the healthcare sector is a disappointment, down 1%.UnitedHealth Group (UNH 0.15%) is a leading company in the mana ...

We came across a bullish thesis on The Cigna Group on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on CI. The Cigna Group's share was trading at $293.76 as of September 18th. CI’s trailing and forward P/E were 16.26 and 9.13 respectively according to Yahoo Finance. health, plan, personal, money, concept, form, legal, benefit, sign, life, clinic, accident, claim, dollar, disease, banknote, remunerate, inspect, injury, medicine, currency, designer491/Shutterstock. ...

政府政策影响 - 安大略省政府宣布自27日起对所有王室机构实施招聘冻结政策 这将加剧医疗系统现有的人员短缺和工作负荷问题 [1][3] - 政府声称自2023年以来机构人员数量年增长率为23% 但这一增速无法满足因人口增长和老龄化带来的家庭护理需求增长 [3] - 政策实施前未与143家相关机构进行事先协商 政府计划在未来数周内与这些机构会面以确保人力资源战略与政策方向一致 [3] 家庭护理行业现状 - 安大略健康家庭护理工作者目前已经面临艰巨的案件量和人员短缺问题 招聘冻结将使一线服务人员不足的情况进一步恶化 [2][4] - 家庭护理系统需要承担从医院分流患者的额外政府指令 现有23%的年人员增长率无法满足这些新增服务需求 [3] - 所有安大略健康家庭护理工作者都属于"一线工作人员" 不应被纳入此次招聘冻结政策的覆盖范围 [6] 公共服务体系影响 - 此次突然的政策宣布被视作为私有化公共服务铺路的举措 通过人员自然减员来削减编制将加剧现有系统的负担 [5] - 政策将导致公共服务削减并增加公众经济负担 以缺乏办公空间为由通过自然减员削减人员不会改善服务质量 [5] - 政府需要确保一线工作人员参与政策制定过程 因为这些政策直接影响公共服务交付质量 [6]

公司排名与认可 - PA Health & Wellness被美国国家质量保证委员会(NCQA)评为2025年全美前14名医疗补助计划之一 凸显其在医疗质量领域的领先地位 [1] - NCQA评级采用严格评估流程 涵盖临床质量 会员体验和整体健康结果改善措施 是衡量健康计划表现的金标准 [2][4] 业务与服务模式 - 公司通过社区健康选择计划(Community HealthChoices Program)为参与者提供全面的长期服务和支持 帮助个人选择留在家中及社区生活 [3] - 服务网络涵盖医疗补助(Medicaid)和医疗保险(Medicare)会员 通过与本地供应商及社区组织合作提供高质量 可及且具有文化敏感性的医疗服务 [5] - 采用创新护理解决方案 重点优先预防服务 慢性病管理 并致力于解决健康社会决定因素 [2][3] 企业背景与规模 - PA Health & Wellness是Centene Corporation旗下公司 Centene为财富500强企业 采用本地化运营模式 通过本地品牌和团队提供政府资助及商业医疗计划服务 [6] - Centene服务覆盖全美近1/15人口 包括医疗补助 医疗保险(含处方药计划) 健康保险市场及TRICARE计划参保者 同时为其他医疗机构提供专业综合服务 [6] 战略与价值观 - 公司强调医疗保健超越单纯医疗服务 注重建立联系和创建更健康社区 体现对创新 同情心和质量的承诺 [4] - 企业使命聚焦通过个性化服务改善社区健康 并注重长期增长 价值创造以及人员与系统能力建设 [5][6]

行业表现与挑战 - 医疗保健行业在过去十年中仅在市场下跌时表现优于市场 但这种情况并非良好格局[2] - 大型制药业务表现受到一系列问题的显著影响[2] - 当前是医疗保健行业数十年来面临最大压力的时期 其中管理式医疗和制药领域承受最大市值负担[3] 选股方法论 - 筛选标准为市值超过20亿美元且远期市盈率低于15倍[5] - 从筛选池中选出前12只股票 并根据2025年9月10日的市盈率进行排名[5] 重点公司分析 - 博士健康公司(NYSE:BHC)远期市盈率1.45 通过收购DURECT获得具有FDA突破性疗法认定的larsucosterol 交易包含6300万美元首付款和最高3.5亿美元里程碑付款[7][8] - 公司肝病学产品组合得到加强 拥有针对酒精性肝炎的潜在首创疗法 预计覆盖美国每年16.4万住院病例[9] - 公司同时推进rifaximin SSD三期试验 预计2026年初公布顶线结果 并在医美领域推出Fraxel FTX激光设备[9] - Organon公司(NYSE:OGN)远期市盈率2.73 专注于女性健康、生物类似药和成熟药品[11] - 公司获得FDA对BILDYOS和BILPREVDA的批准 分别为PROLIA和XGEVA的生物类似药 旨在改善骨质疏松和骨癌治疗的可及性[12] - Viatris公司(NASDAQ:VTRS)远期市盈率4.40 由迈兰和辉瑞Upjohn部门合并而成[14] - 公司获得FDA对首款铁蔗糖注射剂仿制药的批准 原药Venofer在美国年销售额约5.15亿美元[15] - 公司报告多项管线资产取得积极后期试验结果 包括用于急性疼痛的快速作用美洛昔康和新一代避孕贴片XULANE LO[16]