MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING
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Essays, Opinions and Curated News in Health Economics, Investing, Business, Management and Financial Planning for Physician Entrepreneurs and their Savvy Advisors and Consultants
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Express Scripts and CVS, which owns Caremark, are suing Arkansas after it instituted a law banning vertical integration between pharmacies and PBMs
CITE: https://tinyurl.com/2h47urt5
🟢 What’s up
- Circle Internet Group, the stablecoin issuer, followed up its epic IPO day on Thursday with another banger, soaring 29.80%.
- Coreweave closed out a roller coaster week with a 3.78% gain. The recently public AI cloud computing company is up 158% in the past month, and its tie-up with Applied Digital boosted that stock by another 8.54% today.
- Rocket Lab (+9.34%) was one of several SpaceX competitors to receive a small boost following Elon Musk’s blowup with President Trump, which could threaten SpaceX’s contracts with the government.
- Omada continued the strong run of recent IPOs. The virtual chronic care company jumped 21.05% in its debut on the Nasdaq today.
What’s down
- Lululemon plunged 19.80% after cutting its full-year guidance due to the “dynamic macroenvironment” (CEO-speak for tariff uncertainty and people opting for baggier clothes than yoga pants). The company said it will increase prices on some items to offset the tariffs.
- Docusign tanked 18.97% after warning that its billings for the year would come in lower than estimates as it transitions to an AI-driven model.
- Broadcom failed to live up to exceedingly lofty expectations for its Q3 revenue forecast, causing shares of the giant semiconductor supplier to dip 5%.
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Stat: $16 billion. That’s how much an HHS watchdog found in health program overspending, fraudulent billing, and possible cost savings in a six-month span. (Axios)
Visualize: How private equity tangled banks in a web of debt, from the Financial Times.
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Filed under: Drugs and Pharma, Ethics, Information Technology, Investing, Marcinko Associates, Recommended Books, Sponsors | Tagged: Caremark, CPT codes, CVs, DJIA, DOW, Express Scripts, FTC, HHS, Marcinko, medical billing, medical fraud, NASDAQ, PBMs, S&P 500, stock market, textbooks, WSJ |

















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