News
Picking Our Spots In A Record Convertible Market
3+ hour, 7+ min ago (93+ words) Seeking Alpha - We're finding many opportunities to invest in exciting growth companies with quality fundamentals and less exposure to downside. - We believe that convertibles can be extremely compelling in an environment characterized by transformative secular trends and economic expansion, but…...
CMS rule aims to lower Medicare costs at hospitals, ambulatory service centers
1+ day, 15+ hour ago (55+ words) Seeking Alpha - A proposed rule from CMS would change the way hospital outpatient departments and ambulatory surgical centers are paid for services and drugs provided to Medicare enrollees starting in 2027. - One of the key payment changes is for medications purchased…...
Centene to offer employee buyouts following health plan membership losses
2+ week, 4+ day ago (20+ words) Centene offers buyouts to most of its ~61, 000 staff as health plan membership drops, especially marketplace. Read more here....
CMS proposes making Medicare drug price negotiations permanent
3+ week, 4+ hour ago (56+ words) Seeking Alpha kemalbas/i Stock via Getty Images - CMS is floating a proposal that would create a permanent framework for Medicare drug price negotiations. - Under the plan, the agency will choose up to 20 more drugs covered under Part D and…...
Humana to divest minority stake in Gentiva; agreement values stake at about $900 M
3+ week, 2+ day ago (20+ words) Humana to divest minority stake in Gentiva for about $900 M, with Q3 close expected and no material 2026 earnings impact....
The Great Rotation: Why The Recent Value Rally Is Ready To Resume
3+ week, 3+ day ago (97+ words) Seeking Alpha - We believe historically heady valuations for growth stocks are just one variable in the broader growth versus value calculation. - History suggests that value stocks tend to outperform growth stocks during periods of rising interest rates and inflation. - Finally,…...
Employers scale back coverage of weight-loss drugs as costs surge
3+ week, 5+ day ago (106+ words) Employers are cutting GLP-1 weight-loss drug coverage (Wegovy, Zepbound) as costs surge'what it means for Novo Nordisk and Eli Lilly. aprott/i Stock via Getty Images Employers are increasingly limiting or eliminating coverage for popular weight-loss drugs such as Novo…...
Catalyst Watch: Space X IPO, Apple's WWDC, CPI, and the World Cup kicks off (SPY: NYSEARCA)
4+ week, 6+ hour ago (81+ words) Seeking Alpha Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. Monday - June 8 What could be the market impact…...
United Health cuts many prior authorizations in childcare (UNH: NYSE)
1+ mon, 5+ day ago (58+ words) Seeking Alpha jetcityimage/i Stock Editorial via Getty Images United Healthcare, the insurance arm of United Health Group (UNH), announced on Friday plans to eliminate nearly two-thirds of prior authorization requirements for patients under 18 years of age covered by its…...
No Signs Of A Top Yet, But Here's A Canary Indicator
1+ mon, 5+ day ago (118+ words) Seeking Alpha - VRP measures the gap between what the options market expects volatility to be in the future (30 days or longer) and what the market has actually delivered in realized volatility. - What makes VRP so useful is that it distills…...