DAILY UPDATE: PBM Mark-Ups as Stock Markets End Mixed

Posted on June 21, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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The FTC’s second interim staff report on consolidated pharmacy benefit managers (PBMs) found that the three largest of these middlemen—CVS Health’s Caremark Rx, Cigna Group’s Express Scripts, and UnitedHealth Group’s OptumRx—”marked up two specialty generic cancer drugs by thousands of percent and then paid their affiliated pharmacies hundreds of millions of dollars of dispensing revenue in excess of estimated acquisition costs for each drug annually.”

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Circle continued its stunning climb, rising another 20.69% following the Senate’s passage of the GENIUS Act earlier this week. Former toy company and soon-to-be crypto stock SRM Entertainment soared 34.63% as well.
  • Darden Restaurants, Olive Garden’s parent company, rose 1.21% after it beat earnings estimates and forecast strong growth through fiscal 2026.
  • CarMax climbed 6.61% after the auto seller reported better-than-expected earnings last quarter, thanks in no small part to a 9% increase in used car sales.
  • GMS soared 23.69% thanks to a bidding war for the specialty building materials maker between QXO and Home Depot.
  • Kroger popped 9.82% after posting mixed results last quarter, but shareholders liked that the grocery chain upped its full-year sales forecast.

What’s down

  • Credit card companies slid on the news that X may roll out a physical payment card. Mastercard lost 1.13%, and Visa sank 0.57%.
  • Chip stocks fell on reports that the US is considering canceling some waivers on semiconductors sold to China. Nvidia fell 1.12%, TSMC lost 1.87%, and Marvell Technology sank 1.92%.
  • Regencell Bioscience lost another 40% as the biotech’s rapid rally continues to fizzle out.
  • Accenture fell 6.82% after the IT company reported a 6% decline in bookings last quarter, offsetting its otherwise strong earnings report.

CITE: https://tinyurl.com/tj8smmes

Stat: $1 trillion. That’s how much one analysis says the healthcare industry could lose due to the Trump administration’s “big beautiful bill.” (Modern Healthcare)

Quote: “The evidence is mounting and indisputable that MRNA vaccines cause serious harm including death, especially among young people. We have to stop giving them immediately!”—Retsef Levi, an MIT professor and one of RFK Jr.’s newly announced CDC vaccine advisors, in a pinned 2023 X post (CNN Health)

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: PBMs Expensive Drugs as Stock Markets Struggle

Posted on June 19, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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The FTC’s second interim staff report on consolidated pharmacy benefit managers (PBMs) found that the three largest of these middlemen—CVS Health’s Caremark Rx, Cigna Group’s Express Scripts, and UnitedHealth Group’s OptumRx—”marked up two specialty generic cancer drugs by thousands of percent and then paid their affiliated pharmacies hundreds of millions of dollars of dispensing revenue in excess of estimated acquisition costs for each drug annually.”

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Crypto stocks climbed after the Senate passed the GENIUS Act, a bill that ushers in a new era of stablecoin acceptance. Coinbase rose 16.32%, Circle added 33.82%, and JPMorgan, which is rolling out its own stablecoin, climbed 1.65%.
  • SunRun recovered 6.06% following the solar stock’s biggest one-day loss in company history.
  • Oracle rose 1.29% after Guggenheim analysts raised their price target for the software stock, noting that its revenue could accelerate in the coming years.
  • TKO Group popped 4.75% on back-to-back upgrades from Citi and Bernstein analysts, who think the UFC and WWE parent company will profit nicely from its broadcasting rights.
  • Scholar Rock Holding added 16.60% after the biotech announced its latest drug can help patients taking Eli Lilly’s weight-loss drugs lose less muscle as they shed weight.

What’s down

  • CERo Therapeutics plunged 42.01% a day after the immunotherapy company soared after its acute myeloid leukemia treatment received an orphan drug designation from the FDA.
  • Credit card companies tumbled on fears that stablecoins will disrupt the payment industry. Mastercard fell 5.39%, and Visa sank 4.88%.
  • Zoetis lost 4.03% thanks to a downgrade from Stifel analysts, who think competition will eat into the animal medication and vaccine market.
  • Allstate fell 1.27% after the insurer reported $777 million in catastrophic losses last month.

CITE: https://tinyurl.com/tj8smmes

Stat: 600. That’s how many employees Washington-based nonprofit health system Providence is laying off across seven states. (Fierce Healthcare)

Quote: “If we can make one thing a little bit easier for a lot of people, we’ll save them a lot of time, a lot of money, and some lives.”—Neil Lindsay, SVP of Amazon Health Services, on Amazon’s recent healthcare business reorganization (CNBC)

Read: A second Duchenne muscular dystrophy patient has died after using Sarepta Therapeutics’s gene therapy treatment Elevidys. (Biopharma Dive)

Investments are soaring: A new SVB report found that women’s health startups saw a whopping 55% increase in VC investments in 2024. Learn about the factors driving this record-breaking funding and the sector’s long-term potential.*

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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CRISIS MANAGEMENT: Definition with Big Pharma Example

Posted on June 18, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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By Dr. David Edward Marcinko MBA MED CMP™

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Crisis Management is the precautions and identification of threats to an organization and its stakeholders, and the methods used by the organization to deal with these threats.

For example, recall in 1982, that Tylenol™ commanded 35 percent of the over-the-counter analgesic market in America and it represented nearly 17 percent of Johnson & Johnson’s profits. But, when seven people died from consuming the tainted drug, a national panic ensued. Moreover, Americans started to question the safety of all over-the-counter medications.

MARKETING, ADVERTISING & SALES: Public Relations, Change and Crisis Management

Fortunately, J&J commenced the proto-typical good crisis response in the following way:

  • J&J acted quickly, with complete candidness about what happened and within hours of learning of the deaths, J&J installed toll-free numbers for consumers, sent alerts to healthcare providers nationwide, and stopped advertising the product. J&J recalled 31 million bottles of Tylenol™ capsules and offered replacement products free of charge. J&J did not wait for evidence to see whether the contamination might be more widespread.
  • J&J’s leadership was in the lead and seemed in full control throughout the crisis. The chairman was admired for his leadership to pull Tylenol™ capsules off the market and his forthrightness in dealing with the media. The Tylenol™ crisis led the news every night on every station for six weeks.
  • J&J placed consumers first. J&J spent more than $100 million for the recall and re-launch of Tylenol™. The stock had been trading near a 52-week high just before the tragedy, dropped for a time, but recovered to its highs only two months later.
  • J&J accepted responsibility. The disaster could have been described in many different ways: as an assault on the company, as a problem somewhere in the process of getting Tylenol™ from J&J factories to retail stores, or as the acts of a crazed criminal.
  • J&J sought to ensure that measures were taken to prevent a recurrence of the problem. J&J introduced tamper-proof packaging that would make it much more difficult for a similar incident to occur in the future.
  • J&J presented itself prepared to handle the short-term damage in the name of consumer safety. Within a year of the disaster, J&J’s share of the analgesic market, which had fallen to 7 percent from 37 percent following the poisoning, had climbed back to 30 percent.

This wildly successful response in now the stuff of graduate and business school case models for excellence in teaching!

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DAILY UPDATE: Stock Markets Struggle

Posted on June 18, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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  • Stocks: Markets sagged as fighting between Israel and Iran continued, with investors worried about escalation after President Trump called for the “unconditional surrender” of Iran’s Supreme Leader ​​Ali Khamenei. The Wall Street Journal reported that he is considering a potential US strike against Iran.
  • Commodities: Oil prices popped this morning after Trump warned that Tehran should be evacuated.
  • Bonds: Yields sank after US retail sales came in much lower than anticipated, raising fears of an economic slowdown.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Verve Therapeutics exploded 81.50% on the news that the gene-editing company will be acquired by Eli Lilly in a $1.3 billion deal.
  • Reddit popped 6.06% after the social media site rolled out new AI-powered tools for advertisers.
  • BGSF surged 34.25% after the staffing company announced it is selling its professional division to INSPYR Solutions for $99 million.
  • Jabil gained 8.80% thanks to a strong earnings report for the electronics parts supplier.
  • Oil stocks climbed as the conflict between Israel and Iran threatens to grow. Valero Energy rose 2.89%, Chevron gained 1.93%, and Hess added 1.79%.

What’s down

  • Microsoft fell 0.23% after the Wall Street Journal reported that its partnership with OpenAI is falling apart.
  • JetBlue Airways lost 7.88% on the news that it’s cutting costs, including reducing its number of flights, due to softer-than-expected travel demand.
  • Lennar sank 4.42% after the homebuilder beat revenue estimates last quarter but missed profit forecasts.
  • T-Mobile tumbled 4.14% on the news that major shareholder Softbank sold 21.5 million shares of the telecommunications company.
  • Airline stocks sank as the price of oil rose throughout the day. United Airlines lost 6.18%, while Delta Air Lines fell 4.33%.

CITE: https://tinyurl.com/tj8smmes

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DAILY UPDATE: Medicaid, HIV Vaccine, CDC and the Rising Stock Markets

Posted on June 17, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Stat: 2%. That’s the portion of Medicaid expansion enrollees who were either not working or in school due to “lack of interest” in finding a job. (Robert Wood Johnson Foundation)

Quote: “It’s just devastating. So much human toil has gone into this. Just when it looked like we could beat this virus, we’re going to give up.”—Dennis Burton, a Scripps Research Institute immunologist, on how a new HIV vaccine was about to start clinical trials before federal funding cuts (NPR)

Read: A look at HHS Secretary RFK Jr.’s new appointees to the CDC vaccine advisory panel. (Stat)

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • The wait is finally over: US Steel climbed 5.10% after President Trump signed an executive order approving its takeover by Nippon Steel.
  • Roku jumped 10.43% after announcing a partnership with Amazon that gives advertisers the ability to reach roughly 80% of American households with connected TVs.
  • Advanced Micro Devices rose 8.81% on an upgrade from Piper Sandler analysts, who think the semi stock’s AI business will boom.
  • EchoStar exploded 49.11% after Trump pushed the FCC to resolve its ongoing spectrum dispute with the satellite company.
  • Victoria’s Secret rose 2.36% on reports that the struggling retailer has attracted the attention of an activist investor.
  • Sage Therapeutics soared 35.37% on the news that it will be acquired by Supernus Pharmaceuticals in a $795 million deal.
  • MGM Resorts climbed 8.10% after the casino company revealed that its Bet MGM online gambling platform is expected to pull in more revenue than previously thought.
  • Kering, the parent company of Gucci, Yves Saint Laurent, and other luxury brands, popped 12.37% on the news that it has convinced Renault’s CEO to run the company.

What’s down

  • Sarepta Therapeutics plunged 42.12% after the pharma company reported a second death of a patient taking its Duchenne muscular dystrophy treatment Elevidys.
  • Reports that Iran wants to end hostilities pushed oil prices lower this afternoon, hurting shares of energy stocks like APA Corp (down 2.43%), Devon Energy (down 1.45%) and ConocoPhillips (down 2.02%).

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Stablecoins & 23andMe

Posted on June 15, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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The world’s two biggest retailers, Amazon and Walmart, are looking into issuing their own stablecoins for US customers to use at checkout instead of credit or debit cards, the Wall Street Journal reportedy. Other big companies, including Expedia and some airlines, are also considering the move.

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23andMe founder Anne Wojcicki is poised to regain control of the company because a nonprofit she controls outbid Regeneron Pharmaceuticals for its assets in a bankruptcy auction, offering $305 million. Wojcicki’s return to power over the company—and its DNA data—comes as a surprise after 23andMe announced last month that Regeneron had won the bidding (it got reopened because the nonprofit made an unsolicited bid).

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Medicaid Payments as Stock Markets Collapse

Posted on June 14, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Read: Are “improper” Medicaid payments really that big of an issue? (KFF)

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Gold stocks gained as investors pushed the price of the safe-haven commodity higher. Newmont climbed 3.54%, Barrick Mining added 2.81%, and SSR Mining rose 2.25%.
  • Tesla gained 1.94% on reports that the Trump Administration will lower the bar for regulations on self-driving cars.
  • Circle surged 25.54% a day after Shopify announced it will accept USDC stablecoin payments on its e-commerce platform.
  • RH popped 6.90% after the home furnishings retailer reported far better earnings than Wall Street predicted, even though revenue fell last quarter.
  • JBS rose 4.69% the day the world’s largest meatpacker made its NYSE debut.

What’s down

  • DraftKings fell 3.90% thanks to the gambling app’s decision to add a $0.50 surcharge to every bet made on its platform in Illinois to offset a new state tax.
  • Adobe tumbled 5.32% despite the software company’s solid earnings report and higher fiscal forecast.
  • Archer Aviation plunged 14.89% after announcing it will sell $850 million worth of new shares to raise money.
  • Boeing lost another 1.62% as the fallout from a 787 Dreamliner crash in India continues.
  • US Steel sank 3.03% on reports that Nippon Steel is balking at taking over the company if it can’t retain operational control of the domestic steelmaker.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Kennedy on Vaccines & Google Search as Stock Markets Rise!

Posted on June 13, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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FRIDAY 13th

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Robert F. Kennedy Jr. appointed eight new members to a panel that advises the government on vaccines after firing the entire 17-member group.

Google offered buyouts to US employees in its Search and other divisions as it looks to cut costs.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Oracle popped 13.31% after the cloud computing giant beat Wall Street forecasts on both the top and bottom lines last quarter.
  • Cardinal Health climbed 4.55% after the healthcare products maker raised its fiscal guidance for the year.
  • CureVac NV exploded 37.59% on the news that BioNTech will acquire the pharma company in an all-stock deal worth $1.25 billion.
  • Datadog rose 3.43% thanks to an upgrade from analysts at Wolfe Research, who think the cybersecurity company has an opportunity for rapid growth thanks to AI.

What’s down

  • Boeing sank 4.79% after an Air India 787 flying from Ahmedabad to London crashed with 242 people aboard. Engine maker GE Aerospace fell 2.25% as well.
  • GameStop plummeted 22.45% after the video game retailer announced late yesterday that it will sell $1.75 billion in convertible bonds to buy more bitcoin.
  • Speaking of raising money, nuclear startup Oklo fell 5.22% on the news that it will sell $400 million of common stock in a public offering.
  • Oxford Industries, parent company of Tommy Bahama and Lily Pulitzer, dropped 14.03% after cutting its fiscal guidance due to tariffs.

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DAILY UPDATE: PBMs as Markets Dip Down

Posted on June 12, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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CVS and Cigna’s pharmacy benefit managers (PBMs), Caremark and Express Scripts, respectively, are suing Arkansas after the state signed a bill on April 16 that would ban vertical integration between PBMs and pharmacies. The companies filed two separate lawsuits on May 29th claiming the Arkansas law is unconstitutional and “unenforceable.”

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Papa John’s popped 7.45% on a report from Semafor that the pizza chain is being taken private.
  • Oklo roared 29.48% higher after the nuclear power startup announced it has been conditionally selected to provide power to an Air Force base in Alaska.
  • Dave & Buster’s Entertainment won big, jumping 17.74% after the gaming restaurant chain reported a lower-than-expected decline in same-store sales.
  • General Motors rose 1.92% on the automaker’s announcement that it will spend $4 billion to make more cars in the US.
  • SailPoint soared 14.66% after the cybersecurity company reported better-than-expected earnings last quarter and raised its fiscal forecast.
  • Rigetti Computing rose 11.39% thanks to some optimistic comments from Nvidia CEO Jensen Huang.

What’s down

  • GameStop tumbled 5.31% after the video game retailer revealed disappointing revenue growth last quarter, though it did report a profit.
  • Chewy lost 10.98% despite beating Wall Street’s forecasts last quarter, likely due to the pet food retailer’s already-sky-high share price.
  • SunRun sank 1.81% on a downgrade from Jefferies analysts, who think the solar power provider faces too many headwinds if residential demand drops.
  • GitLab plunged 10.60% after the online software developer issued a worse-than-expected revenue forecast for the coming quarter.
  • Lockheed Martin stumbled 4.26% after the Pentagon cut its order for new F-35 fighter jets in half.
  • Steel stocks took it on the chin today thanks to a report that the US and Mexico are nearing a deal that would reduce the 50% tariff on steel imports. Cleveland-Cliffs fell 8.10%, Nucor lost 6.06%, and Steel Dynamics tumbled 2.82%.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: AHA as Stocks End Slightly Mixed

Posted on June 10, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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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Stat: $18 billion. One report says that’s how much hospitals and health systems spent combating workplace violence in 2023. (the American Hospital Association)

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • The trading platform eToro rose 10.58% and touched a record high after analysts began coverage of the stock. They generally had nice things to say.
  • Aviation startups like Archer (+10.50%), Joby (+13.67%), Vertical Aerospace (+15.24%), and Blade Air Mobility (+11.58%) all popped after President Trump signed an executive order on Friday intended to spur drone manufacturing.
  • Stablecoin issuer Circle can’t stop won’t stop after its IPO last week, popping another 7.24% for its third straight day of gains.
  • Topgolf Callaway jumped nearly 15% after a board member bought ~$2.5 million worth of shares last week. Just in time for the US Open.

What’s down

  • Robinhood (-1.98%) and AppLovin (-8.21%) fell after S&P Dow Jones Indices decided not to include them—or anyone else—in the S&P 500 index.
  • Intuitive Surgical sank 5.55% after getting its first “sell” rating on the Street from Deutsche Bank analyst Imron Zafar, who argued that the medtech company is going to face some cutthroat competition over the next few years.
  • EchoStar, a satellite and wireless company, dropped 8.52% after the WSJ reported it was considering filing for chapter 11 bankruptcy.
  • The Children’s Place tumbled 32.22% after a rough earnings report for the kids’ clothing store: It posted a quarterly loss nearly 3x projections and revenue decreased 10% year over year.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Express Scripts & CVS, HHS and the Roaring Stock Markets

Posted on June 7, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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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%.

CITE: https://tinyurl.com/tj8smmes

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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DAILY UPDATE: Retirement Savings Up But Stock Markets Down

Posted on June 6, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Americans are squirreling away a larger percentage of their earnings than ever before. In the first three months of the year, Americans stashed an average of 14.3% of their income in their 401(k)s, up from 13.5% in 2020, according to Fidelity Investments, which manages millions of accounts. That’s a record, and it also nearly approaches the 15% that’s recommended to be able to maintain your lifestyle after a 40-year career, as per the Wall Street Journal.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Planet Labs exploded 49.37% thanks to the satellite imagery stock beating Wall Street forecasts, posting its first quarter of positive cash flow and record revenue.
  • MongoDB soared 12.84% after the software company crushed analyst estimates last quarter and projected better-than-expected earnings next quarter.
  • Five Below continued the trend of discount retailers beating expectations, rising 5.59% on an impressive beat-and-raise earnings report.
  • Land’s End missed revenue forecasts but beat on profits last quarter. Shares climbed 13.02% after the clothing company promised tariffs won’t hurt its bottom line.
  • Scott’s MiracleGro rose 11.04% after the fertilizer titan reiterated its healthy forward guidance.

What’s down

  • Tesla fell yet again today, down another 14.26% thanks to a growing rift between CEO Elon Musk and President Trump.
  • Procter & Gamble fell 1.90% after the consumer goods giant announced it will slash 7,000 jobs over the next two years.
  • Brown-Forman tumbled 17.92% on poor earnings for the alcohol maker and worse-than-expected forecasts for the coming year.
  • Kimberly-Clark lost 2.27% due to an agreement to sell a majority stake in its international Kleenex tissue business.
  • PVH plunged 17.96% after the parent company of brands like Calvin Klein beat earnings estimates last quarter but predicted a much worse quarter ahead.
  • ChargePoint Holdings plummeted 22.49% thanks to a rough quarter for the EV charging company.
  • Ciena sank 12.85% following a much-weaker-than-expected quarter for the communications equipment maker.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

D-DAY: Normandy Landing, 1944.

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CMS Proposes Increasing Inpatient & Long Term Care Payments

Posted on June 5, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Health Capital Consultants, LLC

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On April 11th, 2025, the Centers for Medicare & Medicaid Services (CMS) released its proposed rules for the payment and policy updates for the Medicare inpatient prospective payment system (IPPS) and long-term care hospital prospective payment system (LTCH PPS) for fiscal year (FY) 2026.

This Health Capital Topics article will discuss the proposed rule and the implications for stakeholders. (Read more…)

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2025 MEDICARE: Agent & Broker Pay Day Changes

OAK Street: https://medicalexecutivepost.com/2025/05/16/oak-street-health-agrees-to-pay-60m-to-resolve-alleged-false-claims-act-liability-for-paying-kickbacks-to-insurance-agents-in-medicare-advantage-patient-recruitment-scheme/

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DAILY UPDATE: Bristol Myers Squibb Pays BioNTech as Stock Markets End Mixed

Posted on June 5, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Stat: $11.1 million. That’s how much Bristol Myers Squibb is paying biotech company BioNTech to license a new cancer drug. (MarketWatch)

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Reddit climbed 6.63% after it announced it’s suing AI startup Anthropic for using the social media site’s content without permission.
  • ON Semiconductor rose 6.14% after its CEO touted a recovery in demand for its chips.
  • Guidewire Software popped 16.41% thanks to strong earnings for the insurance provider last quarter, including a 22% increase in revenue.
  • Thor Industries climbed 4.25% on better-than-expected earnings from the world’s biggest RV manufacturer.
  • HealthEquity jumped 8.96% after the health savings account custodian boosted its fiscal guidance for the year ahead.

What’s down

  • Tesla tumbled 3.55% on weak sales data from China and Germany.
  • Apple fell 0.22% thanks to a downgrade from Needham analysts, who think the company’s valuation is way too high.
  • Wells Fargo lost 0.36% after the Federal Reserve lifted its 2018 cap on the bank’s assets.
  • What goes up must come down: Constellation Energy sank 4.31% after Citigroup downgraded the nuclear power provider, warning it’s not getting its money’s worth with Meta Platforms.
  • Asana plunged 20.47% after the work management software maker announced fiscal forecasts that came in below Wall Street’s expectations.
  • Flowserve lost 6.27% and Chart Industries dropped 9.46% after the two industrial manufacturers agreed to an all-stock merger of equals.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Stock Markets Rise Up

Posted on June 4, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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🟢 What’s up

  • Nvidia is back on top as the world’s most valuable company after rising 2.80%.
  • Ford climbed 2.10% after the automaker reported an impressive 16% increase in sales last month thanks to employee pricing promotions.
  • Pinterest popped 3.84% thanks to an upgrade from JPMorgan, who applauded the social media site’s recent focus on monetization efforts.
  • Signet Jewelers proved once again that diamonds are forever, rising 12.49% thanks to strong earnings last quarter.
  • Credo Technology exploded 14.80% thanks to the high-speed connectivity solutions provider crushing earnings forecasts after it tripled its sales last quarter.
  • Parsons gained 7.01% despite the defense tech company slashing its fiscal forecast due to uncertainty in the Pentagon.
  • Ferguson Enterprises rose 17.23% on the news that tariffs won’t have much of an effect on the plumbing and heating parts supplier.
  • MoonLake Immunotherapeutics soared 17.95% on a report in the Financial Times that it may be acquired by Merck.

CITE: https://tinyurl.com/2h47urt5

What’s down

  • Hims & Hers Health fell 3.59% on the news that it will acquire European digital health platform Zava.
  • Bumble tumbled 6.45% on a downgrade from JPMorgan analysts, who think the dating app is losing market share to Hinge.
  • EchoStar sank 11.31% after the telecommunications company announced it will not make an interest payment, its second missed payment amid an FCC investigation.
  • FactSet Research Systems lost 4.83% on the announcement of a new CEO.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Home Prices and 23andMe as Stock Markets Wobble

Posted on May 31, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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The median home price jumped 1.6% YoY last month and is sitting at $431,931. Meanwhile, mortgage rates for a 30-year fixed loan (the most common) are still hovering just under 7%. The chief economist of the National Association of Realtors said lower mortgage rates are the key to getting buyers to buy homes again.

CITE: https://tinyurl.com/2h47urt5

What’s up

  • Ulta Beauty is sitting pretty, up 11.78% after the cosmetics retailer crushed earnings expectations and raised its fiscal guidance for the year ahead.
  • Costco Wholesale rose 3.12% after beating Wall Street’s earnings expectations, though same-store sales did slip a bit.
  • Zscaler climbed 9.79% on strong earnings for the cybersecurity company, including 23% revenue growth.
  • Palantir popped 7.73% on a report from the New York Times that the Trump administration has asked the company to help the government compile data on US citizens.

What’s down

  • Nvidia slipped 2.92% as rhetoric between the US and China over semiconductor import restrictions reignited investor fears.
  • Gap plunged 20.18% after the retailer revealed that tariffs will cost between $100 and $150 million.
  • Marvell Technology fell 5.55% after the chip maker barely beat Wall Street expectations last quarter, failing to impress shareholders.
  • Regeneron Pharmaceuticals tumbled 19.01% thanks to mixed results for its new respiratory drug in late stage trials. The medication is made in partnership with Sanofi, which also dropped 5.61%.
  • Dell Technologies sank 2.08% after missing earnings expectations last quarter, though it did manage to beat on revenue.
  • Elastic NV beat analyst forecasts last quarter, but still fell 12.09% after the software company issued lower-than-expected revenue guidance.
  • PagerDuty, which is in fact a cloud computing company and not a seller of 1990s tech, lost 11.43% after issuing lower second-quarter guidance than Wall Street forecast.

CITE: https://tinyurl.com/tj8smmes

23andMe peaked at a $6 billion valuation in 2021 but never made a profit. It filed for bankruptcy on March 23rd and was put up for auction.

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: UnitedHealth Group and Crypto Up as Stock Markets Spike

Posted on May 30, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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UnitedHealth Group improperly uses workers’ funds to reduce its own 401(k) contributions, according to a lawsuit against the nation’s largest health insurer that is seeking class-action status. The company denies the claims. It’s just one in a string of lawsuits facing the beleaguered company. 

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Boeing climbed 3.32% after CEO Kelly Ortberg laid out his turnaround plan for the struggling aircraft manufacturer, including ramping up production of its 737 Max.
  • C3.ai exploded 20.76% higher thanks to a smaller-than-expected loss last quarter and strong revenue growth for the enterprise AI company.
  • Veeva Systems soared 18.74% after the cloud computing company beat Wall Street estimates on both the top and bottom lines.
  • E.l.f. Beauty popped 23.58% thanks to better-than-expected earnings, as well as the news that it will acquire Haley Bieber’s beauty brand Rhode for up to $1 billion.
  • Moderna rose 3.38% despite the Trump administration pulling $766 million in funding for a new bird flu vaccine.
  • Li Auto climbed 2.11% after beating first-quarter forecasts, though the Chinese EV company issued disappointing guidance.

What’s down

  • Salesforce posted a beat-and-raise earnings report, but it wasn’t good enough for shareholders, and the software giant sank 3.30%.
  • HP reported solid revenue last quarter, but missed on profits and issued worse-than-expected guidance for the coming year, pushing shares down 8.27%
  • Kohl’s fell 0.74% after posting solid sales and a smaller-than-anticipated earnings loss.
  • Best Buy tumbled 7.27% after beating earnings estimates but missing on revenue and warning that it’s cutting its fiscal forecast and likely raising prices.
  • SentinelOne fell 11.59% after the cybersecurity company missed revenue estimates and issued a lower sales forecast than Wall Street wanted to see.

CITE: https://tinyurl.com/tj8smmes

  • There are now 114 publicly listed companies that own bitcoin, up from 89 at the beginning of April, according to BitcoinTreasuries.net.
  • Bitcoin’s price jumped nearly 50% from a low of ~$75,000 to an all-time high of nearly $112,000 over roughly the same period.

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Stock Markets Down

Posted on May 29, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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🟢 What’s up

What’s down

  • US chip designers sank on reports that the White House has ordered them to stop selling to clients in China. Cadence Design Systems tumbled 10.67%, while Synopsys lost 9.64%
  • Okta tumbled 16.16% despite the identity management software company posting solid earnings and standing by its fiscal guidance for the year.
  • Macy’s fell 0.50% despite beating Wall Street estimates across the board, though it did cut its profit outlook for the year.
  • Automaker Stellantis dropped 3.15% after revealing veteran exec Antonio Filosa will become the new head of Jeep’s parent company.
  • Freshpet fell 3.97% on a downgrade from TD Cowen analysts, who think the company’s refrigerated pet food concept doesn’t have much growth potential.
  • Semtech stumbled 4.56% even though the semiconductor supplier beat earnings estimates and raised its fiscal forecast.
  • Boston Scientific sank 1.56% after it decided to discontinue its artificial heart valve system due to regulatory feedback.
  • Chevron fell 1.31% a day after the US government declared that it can no longer produce oil in Venezuela.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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MEDICINE: Flat Fee Per Patient Treatment Case

Posted on May 28, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

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Flat Fee-Per-Case

Classic: Flat fee paid for a patient’s treatment based on their diagnosis and/or presenting problem. For this fee the provider covers all of the services required for a specific period of time.

PHYSICIAN SALARY: https://medicalexecutivepost.com/2023/04/14/physician-salary-pay-gap/

Modern: Often characterizes “second generation” managed care systems. After a Managed Care Organization squeezes out costs by discounting fees, they often come to this method. If provider is still standing after discount blitz, this approach can be good for provider and clients, since it permits a lot of flexibility for provider in meeting client needs.

PHYSICIAN NET WORTH: https://medicalexecutivepost.com/2024/09/21/physician-net-worth-personalized-projections/

Example: A Flat fee system paid for a medical treatment based on a patient’s diagnosis for a specific period of time.

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DAILY UPDATE: Gold Down as Stock Markets Sky Rocket

Posted on May 28, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Bonds breathed a sigh of relief after 30-year Treasury yields fell back below 5% as Japanese central bankers took precautionary measures to shore up their finances.

Gold tumbled as investors continue to throw money at risk assets, while bitcoin maintained its recent gains.

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What’s up

  • Informatica popped 6.08% after Salesforce acquired the cloud data manager for $8 billion.
  • US Steel gained 1.98% on reports that its acquisition by Nippon Steel is finally happening.
  • Oklo rose 10.29% thanks to the Trump seal of approval for nuclear energy.
  • CoreWeave can’t stop, won’t stop: The AI hyperscaler was downgraded by Barclays analysts, who think its near-term upside is limited, but shares still rose 20.66%.
  • VF Corp., the parent company of The North Face, JanSport, etc, rose 12.92% after disclosing that members of its C-suite splurged on the stock.
  • Soundhound AI is a retail trader favorite, and now Piper Sandler analysts like it,too: The AI voice platform jumped 16.05% on an upgrade.
  • Southwest gained 5.53% on reports that the airline is rolling out $35 baggage fees beginning tomorrow.
  • Movie theater stocks popped on a record-breaking Memorial Day weekend at the box office: AMC soared 23.77%, Cinemark climbed 3.82%, and Marcus Corp. gained 10.12%.

What’s down

  • PDD Holdings plunged 13.64% after the Chinese e-commerce retailer reported a hefty 47% decline in profits last quarter.
  • Trump Media & Technology Group tumbled 10.38% after the company announced it’s raising $2.5 billion to buy bitcoin.
  • Champion Homes sank 16.39% after the homebuilder missed Wall Street expectations last quarter by a mile.
  • Rocket Pharmaceuticals dropped 62.84% after the biotech reported that a patient participating in a gene therapy trial died over the weekend.

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VACCINES: The Paradox?

Posted on May 24, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

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 Vaccines cause the flu and autism

Classic Definition: Although the human body can develop a low-grade fever, muscular aches and pains in response to any vaccine, rumors that a flu shot can cause the flu are not true.

Modern Circumstance: Flu shots do contain dead flu viruses, but they are indeed dead. As for vaccines causing autism, this myth was started in 1998 with an article in the journal The Lancet.

Paradox Examples: In the study, the parents of eight children with autism said they believed their children acquired the condition after they received a vaccination against measles, mumps and rubella (the MMR vaccine). Since then, rumors have run rampant despite the results of many studies.

Oxymoron: https://medicalexecutivepost.com/2025/05/11/paradox-v-oxymoron-2/

And, a 2002 study in The New England Journal of Medicine of 530,000 children found no link between vaccinations and the risk of a child developing autism.

Choice Paradox: https://medicalexecutivepost.com/2025/02/23/healthcare-paradox-of-choice/

Unfortunately, the endurance of this paradoxical myth continues to eat up time and funding dollars that could be used to make advances in autism, rather than proving, over and over again, that vaccinations do not cause the condition.

Cite: Dr. Rachel Vreeman, St. Martin’s Griffin 2009.

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DAILY UPDATE: Medicare A.I. as Markets Go Down

Posted on May 24, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Medicare may soon be able to reimburse physicians for using artificial intelligence-based medical devices, thanks to a bipartisan bill recently introduced to Congress. The bill, called the Health Tech Investment Act, would set up a payment system for devices that use AI or machine learning, which the bill’s cosponsors say would encourage providers to use the technology in clinical settings and help improve diagnoses.

CITE: https://tinyurl.com/2h47urt5

Stock markets were down in trading on Friday after President Donald Trump said he wanted to impose a 50-percent tariff on the European Union and a new 25-percent tariff on iPhone maker Apple.

The S&P 500 was down around 0.8 percent, the NASDAQ Composite down 1.0 percent, and the Dow Jones Industrial Average of 0.6 percent.

Apple stock fell 2.3 percent.

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Physician V. Doctor V. Provider V. Prescriber V. Medical Others

Posted on May 22, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

HEALTHCARE DEFINITIONS

By Staff Reporters

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When you visit health clinic or hospital for a medical appointment, you’ll be seen by a doctor, healthcare provider and/or medical prescriber. But what do these words really mean?

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Doctors / Physicians

Doctor of Medicine (MD), Doctor of Podiatric Medicine (DPM), Doctor of Osteopathy (DO, or Doctor of Dental Surgery (DDS/DMD). Doctors, also known as physicians, have extensive prescription privileges across various specialties. They can diagnose medical conditions, prescribe medication, and oversee the overall management of patient care. Doctors include general practitioners, specialists such as cardiologists or dermatologists, and surgeons. Their prescription authority encompasses a wide range of medications to address acute and chronic health conditions, ranging from antibiotics to specialized treatments for complex diseases.

MORE: https://medicalexecutivepost.com/2023/06/17/the-md-versus-do-degree/

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Medical Providers

A medical provider is a general term that encompasses a wide range of education levels, skill-sets, and specializations. A provider could be a Physician Assistant (PA), Nurse Practitioner (NP), Clinical Nurse Specialist (CNS), Doctor of Medicine (MD), Doctor of Podiatric Medicine (DPM), Dentist (DDSDMD) or Doctor of Osteopathy (DO).

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Medical Drug Prescribers

Generally, psychologists and therapists do not have prescription privileges. They focus on psychotherapy and counseling rather than medication management. However, some jurisdictions may grant limited prescription rights to psychologists who undergo additional training and certification. Like psychologists, therapists typically do not have prescription privileges. They focus on providing counseling and psychotherapy to address mental health issues and emotional concerns.

PHARMACISTS: https://medicalexecutivepost.com/2025/02/12/pharmd-doctor-of-pharmacy/

Psychiatrists are medical doctors (MD/DO) who specialize in the diagnosis and treatment of mental health disorders. They have full prescription privileges and can prescribe a wide range of medications to manage psychiatric conditions.

In most cases, physical therapists do not have the authority to prescribe medication. They primarily focus on rehabilitation and physical interventions to improve mobility and function.

MORE: https://medicalexecutivepost.com/2025/02/23/doctorate-physical-therapy/

Nurse practitioners are advanced practice nurses with the authority to diagnose, treat, and prescribe medication independently in many states and countries. They undergo extensive education and training, which allows them to provide a wide range of healthcare services, including medication management.

Similar to nurse practitioners, psychiatric nurse practitioners have the authority to prescribe medication for mental health conditions. They specialize in psychiatric and mental health care, offering comprehensive treatment that may include medication management.

Chiropractors primarily focus on diagnosing and treating musculoskeletal disorders through manual adjustments and therapies. They do not have surgical or prescription privileges in most jurisdictions.

Optometrists are trained to diagnose and treat vision problems, including prescribing corrective lenses and medications for certain eye conditions such as infections or inflammation.

Registered nurses typically do not have prescription privileges. They work under the direction of physicians and nurse practitioners, assisting with patient care but not prescribing medication themselves.

Dentists have limited prescription privileges related to dental care, such as antibiotics or pain medications for dental procedures. However, they do not have the authority to prescribe general medications outside of their scope of practice.

Nutritionists typically do not have prescription privileges. They specialize in providing dietary advice and counseling to promote health and well-being through nutrition but do not prescribe medication.

Depending on their scope of practice and legal regulations in their jurisdiction, nurse midwives may have limited prescription privileges for certain medications related to prenatal care, childbirth, and postpartum care.

MORE: http://www.HealthDictionarySeries.org

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DAILY UPDATE: Stock Markets Collapse!

Posted on May 22, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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  • While stocks usually steal headlines, all eyes were on the bond market today. The 10-year bond yield popped back above 4.5% first thing this morning while the 30-year rose above 5% as fears of larger deficits due to the Republican tax and spending bill gave investors pause. A poorly received auction of $16 billion in 20-year bonds this afternoon only pushed yields higher.
  • Bitcoin climbed to a new all-time high early in the trading session, touching $109,500 at one point today as investors continue to search for alternatives to bonds and the US dollar.
  • Crude oil climbed to its highest price in a month on reports of flaring tensions between Israel and Iran, then tumbled lower after the US announced surprisingly high oil inventories.

CITE: https://tinyurl.com/2h47urt5

What’s up

  • Silly goose: Outdoor apparel maker Canada Goose soared 19.35% after reporting a stellar first quarter.
  • Alphabet rose 2.79% following a slew of big announcements at its developer conference, including a revamped AI Search.
  • Xpeng popped 13.06% thanks to a smaller-than-expected loss last quarter for the Chinese EV maker.
  • WeRide soared 21.42% on the announcement that the robotaxi will buy back $100 million of its stock.

What’s down

  • UnitedHealth Group secretly paid nursing homes to transfer fewer people to hospitals so it could cut costs, according to The Guardian. Shares understandably tumbled 5.79%.
  • Target missed the mark last quarter, with fewer transactions thanks to DEI boycotts leading to lower sales and profits, pushing shares down 5.21%.
  • Lowe’s sank 1.77% despite sticking to its full-year guidance, noting that sales to professionals will pad its bottom line.
  • Palo Alto Network may have beaten analysts’ estimates for sales and profits, but the cybersecurity company still fell 6.80% due to thinner margins.
  • Take-Two Interactive sank 4.52% after the video game maker put $1 billion in common stock on the market.
  • Fair Isaac caught strays today from a Trump Administration official who was displeased by the credit analytics company’s decision to raise royalty fees.
  • Carter’s crashed 15.74% on the announcement that the children’s clothing retailer will slash its dividend due to higher costs from tariffs.
  • Airline stocks tumbled after the FAA limited flights in and out of Newark Airport. United Airlines fell 3.93%, Southwest Airlines lost 2.35%, and American Airlines sank 3.52%.
  • Wolfspeed, easily the best-named stock on the market, may go bankrupt. Shares of the semiconductor supplier dropped 59.11%.

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DAILY UPDATE: Gold, VIX and Stock Markets Up as 23andMe is Sold

Posted on May 20, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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  • When S&P downgraded the US’ credit rating in August 2011, it sparked the worst one-day decline in US stocks since the Great Financial Crisis. Today was the first day of trading after Moody’s downgraded the US’ credit rating, and while stocks sank at the open, they recovered a lot of lost ground after investors decided to buy the dip.
  • The downgrade pushed yields on 30-year Treasury bonds above 5% at the open, while 10-year yields rose to 4.55% at one point. But yields on both notes fell throughout the afternoon as buyers crept back into the bond market.
  • Gold was the big winner today as investors sought safety, while the CBOE Volatility Index, or VIX, popped higher.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Investors largely shrugged at Nvidia’s many announcements today, including the ability for customers to use non-Nvidia chips in Nvidia products. Shares rose just 0.13%.
  • UnitedHealth Group posted a 8.18% gain as investors turned their attention to the suddenly cheap health insurance giant.
  • Novavax exploded 15.01% higher thanks to the FDA’s approval of its new Covid-19 vaccine.
  • TXNM Energy popped 6.98% to an all-time high on the announcement that Blackstone will acquire the power provider for $11.5 billion.

What’s down

  • Tesla tumbled 2.25% after Chinese tech giant Xiaomi announced it will debut its Yu7 sports utility vehicle, a clear Tesla challenger in a key market, on Thursday.
  • Walmart lost 0.12% after Treasury Secretary Scott Bessent met with company leadership to discuss how the retailer could “eat the tariffs.”
  • Bath & Body Works sank 0.56% after the retailer named former Nike exec Daniel Heaf as its new CEO effective immediately.
  • Reddit fell 4.63% due to a downgrade from Wells Fargo analysts who think the social media platform will lose search traffic to Google AI.
  • Diageo is down 0.69% after the maker of Johnnie Walker whiskey said it will take an annual tariff hit of $150 million.
  • Alibaba dropped 0.40% on a New York Times report that the Trump Administration is concerned with Apple’s plan to use Alibaba AI on its iPhones.
  • JPMorgan fell 1% as shareholders at the bank’s investment division grapple with CEO Jamie Dimon’s departure.
  • Solar stocks sank after the Republican tax and spending bill moved forward with a commitment to end clean energy tax credits earlier than planned. First Solar fell 7.59%, SunRun lost 7.84%, and AES lost 4.10%.

CITE: https://tinyurl.com/tj8smmes

Regeneron Pharmaceuticals will buy 23andMe for $256 million.

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Capital One Settles Litigation as S&P 500 Rises

Posted on May 18, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Capital One has agreed to pay $425 million to settle nationwide litigation accusing it of cheating savings account depositors out of much higher interest rates by not telling them they could move their money to higher-yielding accounts. A notice describing the preliminary settlement was filed on Friday evening in U.S. federal court in Alexandria, Virginia. The accord requires a judge’s approval.

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The S&P 500 is just 3% below its record high set in mid-February, when President Donald Trump launched a trade war that began with Canada and Mexico. That puts the index around bull market territory and marks a stunning rebound from just a month ago as markets crashed after Trump unveiled his “Liberation Day” tariffs.

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Stat: $159.4 million. That’s the total paid out to six CEOs at the country’s top payers in 2024. (Fierce Healthcare)

Quote: “They couldn’t make the economics work quickly. Changing the way Americans receive healthcare services just looks like a very long slog.”—Julie Utterback, senior equity analyst at investment research firm Morningstar, on big retail chain investments in clinical care (Modern Healthcare)

Read: Could California’s experiment with near-universal healthcare be nearing its end? (KFF Health News)

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: PBMs, Cable Companies Merge as Stock Markets Rise

Posted on May 17, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Arkansas just passed a first-if-its-kind law banning vertical integration between pharmacy benefit managers (PBMs) and pharmacies. Arkansas Governor Sarah Huckabee Sanders on April 16th signed a law prohibiting any company that owns a PBM from also owning or operating pharmacies in the state. The goal of the law is to eliminate “conflicts of interest” that lead to higher drug prices and care delays, according to a press release.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Nvidia climbed 0.42% on reports that the US and United Arab Emirates are nearing a deal that would allow the UAE to import 500,000 chips per year. But shares lost some ground after the company denied reports that it will build a new R&D center in Shanghai.
  • Galaxy Digital made its long-awaited debut on the Nasdaq today, with the crypto/data center company climbing 4.06%. The company is reportedly in conversation with the SEC to tokenize its stock.
  • Virgin Galactic rocketed 43.28% higher on the space tourism company’s announcement that it will restart commercial spaceflights.
  • Coinbase climbed 9.01% after Oppenheimer analysts said the market’s reaction to recent news of a hack and an SEC probe were “overblown.”
  • CoreWeave soared 22.09% after Nvidia disclosed a larger stake in the data center provider than expected.
  • Quantum computing stocks popped on news that the company Quantum Computing has finished laying the groundwork for a quantum chip foundry. Shares of Quantum Computing rose 39.29%, while D-Wave Quantum gained 11.06%.
  • Archer Aviation soared 9.11% after being named the Official Air Taxi Provider of the 2028 Los Angeles Olympic and Paralympic Games, which sounds made up but is apparently very impressive.
  • Vistra Corp popped 3.06% on the news that it has acquired seven natural gas facilities from Lotus Infrastructure Partners for $1.9 billion.

What’s down

  • Novo Nordisk slipped 2.69% on the news that its CEO is stepping down after eight years at the helm, due to the pharma giant’s recent challenges.
  • Applied Materials sank 5.25% after the semiconductor maker’s revenue last quarter came in under analyst estimates.
  • Cava crumbled 2.27% thanks to financial forecasts of slower growth for the salad bowl chain in the coming year.
  • Take-Two Interactive Software lost 2.41% due to weaker-than-expected projections for net bookings this quarter and this year.
  • Doximity plunged 10.08% after the healthcare platform issued fiscal guidance for the current quarter and full year that came in below analyst expectations.

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Two of the biggest cable companies in the United States have agreed to merge, marking a major milestone in consolidation as cord-cutters continue to ditch their pricey TV packages, thus forcing companies to adjust to their dwindling futures. Charter Communications, which operates under the Spectrum branding, is combining with its privately held rival Cox Communications, which it values at $34.5 billion including debt, the two companies announced Friday.

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DAILY UPDATE: UnitedHealth Group Alert as Stocks End Slightly Mixed

Posted on May 16, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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The Justice Department is investigating UnitedHealth Group for possible criminal Medicare fraud, the WSJ reported. The healthcare-fraud unit of the Justice Department’s criminal division is overseeing the investigation and it has been an active probe since at least last summer. Apparently the federal investigation is focusing on the company’s Medicare Advantage business practices. UnitedHealth said in a statement it hadn’t been notified by the Justice Department of the criminal investigation. The statement said the company stands “by the integrity of the Medicare Advantage program.”

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🟢 What’s up

  • Foot Locker exploded 85.70% on the news that Dick’s Sporting Goods will acquire the footwear retailer for $2.4 billion. Dick’s shares sank 14.58%.
  • Speaking of shoes, Boot Barn soared 16.66% thanks to the Western footwear seller’s record revenue last quarter.
  • And in more shoe news, Birkenstock gained 5.89% after the purveyor of the world’s ugliest sandals missed revenue estimates but beat on profits.
  • Under Armour rose 4.47% after the sportswear retailer issued a “meh” earnings report and pulled its fiscal forecast.
  • Cisco climbed 4.85% after the networking company beat Wall Street analysts’ expectations and also issued better-than-expected fiscal guidance.
  • Hopefully you botta ’da stock: Ibotta rocketed 20.01% higher on strong earnings for the cash-back app.

What’s down

  • Apple fell 0.41% on news that President Trump scolded Tim Cook for trying to build iPhones in India.
  • Meta Platforms dropped 2.35% thanks to a Wall Street Journal report that the social media giant has delayed the debut of its flagship AI model.
  • UnitedHealth Group plummeted 10.93% on a Wall Street Journal report that the health insurer is being investigated for criminal Medicare fraud.
  • Ubisoft plunged 13.28% after the video game studio reported a 20.5% decline in net bookings last quarter.
  • Coinbase crumbled 7.20% on news that hackers bribed employees to steal customer information and that it will take $400 million to fix the mess.
  • DXC Technology sank 3.26% thanks to shockingly low fiscal guidance from the IT company.
  • Fiserv’s CFO said that the fintech’s retail payment system will see similar volume next quarter. Shareholders hoping for stronger growth were disappointed and pushed shares down 16.19%.

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DAILY UPDATE: Rite Aid and MSFT Down as Markets End Mixed

Posted on May 15, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Rite Aid has announced that it is set to close 115 stores as part of the Chapter 11 bankruptcy proceedings it began earlier this month. The company published a slate of 47 closing stores in an initial filing in the U.S. Bankruptcy Court for the District of New Jersey and added 68 more locations in a May 9th filing. 

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Nvidia climbed 3.97% on CEO Jensen Huang’s announcement of a partnership with Saudi Arabia-backed Humain to build a 500 megawatt data center.
  • Advanced Micro Devices popped 4.18% after it, too, revealed it’s helping Humain out. The chipmaker’s board also authorized a $6 billion stock buyback program.
  • Super Micro Computer continued to rally, soaring another 15.69% on the back of Raymond James analysts’ initiating their coverage with an “outperform” rating.
  • Boeing climbed 0.59% thanks to a $96 billion deal with Qatar Airlines to buy up to 210 aircraft.
  • Oklo jumped 14.12% after the nuclear power startup revealed a smaller-than-expected loss last quarter.
  • Exelixis soared 19.70% after the oncology company reported a shockingly strong beat-and-raise quarter.
  • Septerna exploded 28.97% on the news that Novo Nordisk will license its oral obesity pill candidate for $2.2 billion.

What’s down

  • Airline stocks were down across the board after the FAA met with executives to discuss cutting flights in and out of Newark Airport. Delta Air Lines lost 4.32%, and United Airlines sank 3.51%.
  • American Eagle Outfitters tumbled 5.93% after the retailer cut its fiscal guidance, announced it’s writing down $75 million in merchandise, and forecast a decline in next quarter’s sales.
  • Grail plummeted 23.48% after the biotech’s revenue last quarter failed to meet Wall Street’s expectations.
  • Aurora Innovation fell 7.58% thanks to an announcement from Uber that it’s offering $1 billion in convertible notes that can be exchanged for Aurora shares.
  • JD.com lost 4.24% after the Chinese online retailer beat earnings expectations yesterday but still saw its price target cut by Morgan Stanley analysts.

CITE: https://tinyurl.com/tj8smmes

Inflation rose by 2.3% in April, less than economists feared, though the rate likely still doesn’t show the full effect of tariffs.

Microsoft is cutting 3% of its workforce, or about 6,000 employees, in order to reduce layers of management, a spokesperson told CNBC.

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DAILY UPDATE: Inflation Down, Wage Garnishments Up but Stocks Finish Mixed

Posted on May 14, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Inflation fell by one tenth of a percentage point to 2.3% for the year ending in April, the Bureau of Labor Statistics reported Tuesday in an update to the consumer price index. Forecasters had expected inflation to hold at 2.4%. 

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What’s up

  • Coinbase exploded 23.97% on the news that the crypto trading platform will be added to the S&P 500 next week.
  • Nvidia climbed back into the elite $3 trillion market cap club today, rising 5.63% on the announcement that it will send 18,000 AI chips to Saudi Arabia.
  • Solar stocks soared after early drafts of a Republican tax and spending bill revealed renewable energy cuts weren’t as bad as feared. First Solar climbed 22.66%, while SunRun popped 8.58%.
  • Super Micro Computer climbed 16.02% thanks to Raymond James analysts initiating their coverage of the server maker with an “outperform” rating.
  • Boeing rose 2.46% now that the Chinese government has removed its ban on domestic airlines accepting orders from the plane manufacturer.
  • Rising sentiment powered popular momentum stocks higher today: Palantir rose 8.14%, AppLovin climbed 6.38%, Robinhood Markets jumped 8.95%, and Hims & Hers Health gained 15.92%.

What’s down

  • Honda Motor fell 4.20% after the company warned that tariffs will ding its bottom line and postponed its plans to build an EV plant in Canada.
  • Hertz Global plunged 16.93% after it missed analyst estimates across the board and announced it will offer fewer cars for rentals this year.
  • Enphase Energy lost 4.82% on a downgrade from Barclays analysts, who foresee slower demand for residential solar power products.
  • Rigetti Computing dropped 14.59% after the quantum computing company failed to live up to the high expectations that strong results from its competitors had given shareholders.

CITE: https://tinyurl.com/tj8smmes

Wage garnishment for defaulted student loans to begin this summer.

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UNITEDHEALTH GROUP CEO: Quits and Suspends Annual Forecast

Posted on May 13, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

BREAKING NEWS

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UnitedHealth Group just announced the exit of CEO Andrew Witty and suspended its 2025 forecast due to surging medical costs, sending its shares down more than 10%. Chairman Stephen Hemsley will become CEO, effective immediately.

Medicare Advantage: https://medicalexecutivepost.com/2024/10/11/medicare-advantage-part-c-plans-face-headwinds/

The fourth-largest U.S company big revenue in 2024, Minnetonka-based UnitedHealth has experienced a turbulent year that saw the shock killing of United Healthcare CEO Brian Thompson in New York City, and a cyberattack that affecting an estimated 190 million people and cost the company an estimated $3.1 billion dollars.

UnitedHealth: https://medicalexecutivepost.com/2025/04/17/unitedhealth-stock-dives/

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DAILY UPDATE: Medicare Advantage [Part C] Down as Stock Markets Blast Off

Posted on May 13, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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During the 2024–25 Annual Enrollment Period, Medicare Advantage drew in only 1.3 million new members, compared to 2+ million in each of the five years prior, according to a March 25 report by consulting firm HealthScape Advisors. Traditional fee-for-service Medicare grew by about 200,000 after years of losing hundreds of thousands of members, according to HealthScape. During the 2023–24 AEP, it lost about 800,000.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Semiconductor stocks that looked like some of the biggest losers of the trade war just last week soared on today’s China/US deal. Nvidia popped 5.44%, TSMC rose 5.93%, AMD climbed 5.13%, Broadcom rose 6.43%, and Qualcomm gained 4.78%.
  • Magnificent Seven stocks also shot higher, particularly Apple (6.31%) and Amazon (8.07%), two companies that were bearing the brunt of higher tariffs.
  • Tesla jumped 6.75% on the tariff deal news, given a massive production plant that was responsible for 22% of Tesla’s total revenue last year is located in China.
  • US-listed Chinese stocks popped, for obvious reasons: JD.com gained 6.47%, Alibaba rose 5.82%, and Baidu climbed 5.08%.
  • Healthcare company Kindly MD soared 251.03% today after merging with Nakamoto, a bitcoin investment company founded by Trump’s crypto advisor David Bailey.
  • NRG Energy popped 26.21% after it agreed to acquire a slew of natural gas facilities from LS Power Equity Advisors.
  • Next Technology Holding soared 38.56% after the software company added 5,000 bitcoin to its portfolio and said it wants to add even more.

What’s down

  • EchoStar tumbled 16.58% today after the Wall Street Journal reported that the Federal Communications Commission was opening an investigation into the firm’s 5G network.
  • A slew of metal mining stocks fell today as gold declined on the tariff deal: AngloGold Ashanti fell 10.31%, Wheaton Precious Metals dropped 7.92%, Newmont Corporation lost 5.93%, and Gold Fields Limited sank 10.47%.

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TRUMP: Brings Down Prescription Drug Costs

Posted on May 12, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters and ChatGPT

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President Trump to bring down prescription costs

In a Sunday post to Truth Social, President Trump signed an executive order at 9 am today to institute a most-favored-nation policy with pharmaceutical companies that he predicted could lower drug prices by 30% to 80%.

PBMs: https://medicalexecutivepost.com/2022/01/15/podcast-pharma-rebates-to-pbms/

“The United States will pay the same price as the Nation that pays the lowest price anywhere in the World,”

While Americans pay more for pharmaceuticals than any other country, Bloomberg reported that the American market fuels innovation and drives growth in the industry. Drug makers have pushed back on previous efforts to revamp the system in the US, saying it would make revenue evaporate and hinder the development of potentially lifesaving drugs.

WEIGHT LOSS: https://medicalexecutivepost.com/2023/10/24/weight-loss-drugs-for-kids-stocks-for-adults/

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DAILY UPDATE: Stock Markets End Week Mixed as UnitedHealthcare Group is Sued

Posted on May 10, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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  • Meta is reportedly developing a “super-sensing” mode for its AI glasses that could identify people by name.
  • De Beers, the South African-British diamond giant, is closing its lab-grown diamond business, the company announced, as the value of human-made gems declines.
  • Coinbase acquired Deribit, a popular trading platform for bitcoin and ether options, for $2.9 billion.
  • FEMA acting head Cameron Hamilton was fired yesterday, Politico reported, amid reports that President Trump could look to shrink the department or eliminate it entirely.
  • Match Group, which owns Hinge and Tinder, cut 13% of its workforce as it seeks a turnaround following several executive departures and pressure from activist investors.

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Microchip Technology climbed 12.60% on a solid beat-and-raise quarter for the semiconductor stock.
  • Pinterest gained 4.84% thanks to higher-than-expected revenue last quarter and projected strong revenue growth in the current quarter.
  • Insulet popped 20.88% after the insulin device manufacturer crushed Wall Street’s estimates on the top and bottom lines and raised its fiscal forecast.
  • Trade Desk soared 18.60% thanks to an impressive first quarter for the digital marketing company, including EPS of $0.33 compared to forecasts of $0.25.
  • DraftKings rose 2.49% thanks to a smaller-than-expected loss last quarter due in part to fewer March Madness upsets than usual.
  • Cloudflare popped 6.32% on strong earnings after the cloud services provider inked its biggest contract ever last quarter.
  • Monster Beverage missed first-quarter revenue estimates, but the energy drink giant still managed to climb 1.43%.

What’s down

  • United Airlines lost 2.69% on the news that Newark Airport experienced its second major outage in two weeks.
  • Coinbase stumbled 3.48% lower on a surprise revenue miss last quarter, thanks to a 17% decline in consumer trading volume.
  • Expedia beat profit estimates, but lower revenue thanks to a travel spending slowdown still sank the stock 7.30%.
  • Sweetgreen was crushed by 16.25% due to full-year fiscal guidance that came in way worse than Wall Street anticipated.
  • Affirm may have done well in the third quarter, but the Buy Now, Pay Later company fell 14.47% thanks to lower revenue forecasts this quarter.

CITE: https://tinyurl.com/tj8smmes

UnitedHealthcare Group was sued by shareholders claiming the company didn’t properly adjust its earnings outlook following the death of CEO Brian Thompson.

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DAILY UPDATE: Elizabeth Holmes Down While Stock Markets Rise Up

Posted on May 9, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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Former Theranos CEO Elizabeth Holmes on Thursday lost her bid to have an appeal of her 2022 fraud conviction reheard. The 9th Circuit U.S. Court of Appeals denied Holmes’ request for a rehearing before the original three-judge panel that upheld her conviction. At the same time, the court said no judge on the circuit court had asked for a vote on whether to have the full court rehear the appeal.

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🟢 What’s up

  • Boeing flew 3.31% higher after being named one of the direct beneficiaries of today’s US/UK trade deal.
  • AppLovin popped 11.88% after it revealed a 40% increase in revenue last quarter and announced it’s selling its mobile gaming unit.
  • Carvana jumped 10.17% thanks to record sales due to customers buying cars at higher rates last quarter to get ahead of tariffs.
  • Crocs climbed 9.82% on a strong earnings report, though the footwear icon pulled its fiscal guidance.
  • IonQ is one of the rare cases of a company in the quantum computing industry that reported solid financials. Shareholders rewarded it with a 9.27% gain today.
  • But it had nothing on D-Wave Quantum, which skyrocketed 51.34% thanks to record first-quarter revenue.
  • Axon Enterprise got a 14.13% jolt after the Taser maker reported strong earnings growth and upped its revenue guidance for the current quarter.
  • Crypto stocks had a great day thanks to bitcoin’s breakout (more on that later). MicroStrategy rose 5.58%, Coinbase climbed 5.06%, and Riot Platforms gained 7.65%.

What’s down

  • Arm Holdings fell 6.18% after the semiconductor manufacturer warned that both earnings and revenue will come in lower than Wall Street expected this year.
  • Peloton Interactive lost 6.73% thanks to a bigger-than-expected loss last quarter and a 13% decline in revenue.
  • Cleveland-Cliffs tumbled off a cliff on the news that the steelmaker is fully or partially pausing production at six of its facilities. Shares tumbled 15.78%.
  • Krispy Kreme crashed 24.71% after the donut chain paused its deal with McDonald’s, scrapped its dividend to save money, and pulled its fiscal guidance.
  • Fortinet dropped 8.41% after the cybersecurity company beat analyst forecasts but projected lower revenue in the current quarter than initially expected.
  • Pharma stocks fell across the board on reports that President Trump will slash drug costs with revisions to Medicare pricing. Eli Lilly lost 3.25%, Bristol Myers sank 1.55%, and AbbVie fell 1.33%.

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DAILY UPDATE: Fed Holds Interest Rates Steady as Stock Markets Rise

Posted on May 8, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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The Federal Reserve is still firmly in wait-and-see mode.

The Fed left its key interest rate unchanged again Wednesday and gave no hint it plans to lower it soon as President Donald Trump’s sweeping tariffs raise the risks of both another inflation spike and recession. But officials signaled they’re growing increasingly concerned about both hazards.

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What’s up

  • Netflix rose 1.56% after the streamer revamped its homepage and rolled out new AI search tools.
  • Nvidia popped 3.10% on news that President Trump will rescind Biden-era global chip curbs.
  • Advanced Micro Devices rose just 1.76% despite the chipmaker beating earnings and forecasting solid growth ahead.
  • Lions Gate Entertainment soared 20.77% after it finalized the separation of its studio and STARZ business segments into two distinct companies.
  • Logitech rose 1.46% thanks to an upgrade from UBS analysts who say the device maker is well-positioned to capitalize on Gen Alpha, 94% of whom play video games.
  • Charles River Laboratories popped 18.81% after the pharmaceutical company raised its full-year guidance above Wall Street’s expectations.
  • Rockwell Automation gained 11.90% on a beat-and-raise quarter thanks to higher demand for domestic manufacturing.

What’s down

  • Super Micro Computer fell 1.40% after the AI server maker missed on revenue last quarter and forecast slower revenue growth this quarter.
  • WW International, better known as Weight Watchers, plummeted 43.04% on the news that the company is going bankrupt.
  • Marvell Technology plunged 8.02% after the data storage manufacturer postponed its investor day—never a good sign.
  • Rivian Automotive tumbled 5.78% on management’s forecast that vehicle deliveries will be lower than expected this year.
  • Arista Networks beat Wall Street’s estimates but fell 4.76% after it warned that its margins will be squeezed in the coming quarters.
  • Sarepta Therapeutics plummeted 21.45% after posting a bigger-than-expected loss last quarter and projecting slower revenue growth this quarter.

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DAILY UPDATE: U.S. GDP Down as Stock Markets Collapse

Posted on May 7, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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🟢 What’s up

  • Ford managed to rise 2.45% despite the automaker suspending its 2025 fiscal guidance, citing “industrywide supply chain disruption impacting production.”
  • WeRide skyrocketed 31.68% on the news that it’s expanding its partnership with Uber to include rolling out robotaxis in 15 new cities. Pony AI soared 47.63% thanks to its bigger role helping Uber grow throughout the Middle East.
  • Hims & Hers Health gained 18.12% after the telehealth stock beat analyst forecasts last quarter,even though it provided lower-than-expected revenue guidance this quarter.
  • Celsius Holdings missed on both top and bottom line expectations, but shares of the energy drink maker still managed to bubble 4.81% higher.
  • Mattel rose 2.78% even though the toy company paused its fiscal guidance and warned it will raise prices in the US.
  • Upwork, everyone’s favorite side-gig platform, soared 18.02% as Americans brace for economic upheaval by finding second jobs.
  • Constellation Energy may have missed Wall Street forecasts last quarter, but shareholders pushed the stock 10.29% higher on upbeat fiscal guidance.
  • SolarEdge Technologies climbed 11.22% on a smaller-than-expected loss last quarter and projections that tariffs won’t be as bad as feared.
  • Neurocrine Biosciences popped 8.36% thanks to strong revenue growth due to high sales of its movement disorder treatment Ingrezza.

What’s down

  • Tesla fell 1.75% on the latest data showing its sales plummeted in Europe last month, including a 46% decline in Germany.
  • Pharma stocks took a beating after the FDA announced that industry critic Dr. Vinay Prasad will be named its top vaccine regulator. Moderna lost 12.25%, Novavax fell 3.19%, Merck sank 4.59%, and Pfizer fell 4.15%.
  • Clorox got taken to the cleaners, losing 2.41% after missing Wall Street’s profit forecasts.
  • Vertex Pharmaceuticals fell 10.03% thanks to big misses across the board last quarter due to higher costs.
  • Lattice Semiconductor lost 9.28% after management warned that tariffs will have indirect consequences on its business.

CITE: https://tinyurl.com/2h47urt5

  • US gross domestic product (GDP) contracted 0.3% in Q1, the Commerce Department reported yesterday, missing economists’ expectations of a 0.4% increase.
  • That drop can likely be attributed to a massive spike in imports (roughly a 41% increase from the previous quarter) from companies stocking up on goods and materials before President Trump’s tariffs took effect. The Commerce Department counts imports as a negative in GDP calculations as they represent spending on foreign goods.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: CVS Exits ACA Marketplace as Markets Flounder

Posted on May 6, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Aetna is waving goodbye to the ACA marketplace. Executives announced during CVS Health’s Q1 2025 earnings call on May 1 that the insurance giant is withdrawing from the individual marketplace created under the Affordable Care Act, as the company expects to lose as much as $400 million from that part of the business in 2025.

CITE: https://tinyurl.com/2h47urt5

Stocks sank a bit today while investors remain in wait-and-see mode. All eyes are on Jerome Powell & Co. this Wednesday: The market thinks the Fed will stay put until June, while some pros think the next rate cut will be in July.

Among the major indexes, the Dow Jones industrials fared best, though it was only up 0.1%. McDonald’s and UnitedHealth led blue chips with gains of more than 1%. Apple lagged most, dropping 2.6%. Chevron skidded more than 2%. The NASDAQ composite fell 0.4%. Trade Desk outperformed here, rallying more than 3%, while Charter Communications and Fortinet each rose nearly 3%. Meanwhile, On Semiconductor and Grail lagged, diving more than 8% and 4%, respectively. The S&P 500 dropped 0.4%. The benchmark index’s sectors were mixed, but with a slight downside bias. Energy and consumer discretionary were getting hit the hardest. Industrials and consumer staples made the best gains.

CITE: https://tinyurl.com/tj8smmes

🟢 What’s up

  • Skechers exploded 24.35% after the footwear retailer inked a deal with 3G Capital to go private.
  • Electronic Arts climbed 2.41% on the news that it has teamed up with Major League Soccer to offer four matches via its mobile gaming platform this year.
  • United Airlines rose 1.07% despite its announcement that it’s cutting some flights out of Newark, New Jersey, where apparently flying is terrible.
  • Howard Hughes Holdings gained 2.81% thanks to a $900 million investment in the real estate company from Bill Ackman’s Pershing Square.

What’s down

  • Sunoco sank 5.64% on the oil & gas company’s plans to acquire Canadian gas station chain Parkland Corporation for $9.1 billion.
  • Shell fell 2.28% on reports that the company is considering ways to acquire rival BP.
  • ON Semiconductor lost 8.35% despite outpacing analysts’ estimates on both the top and bottom lines, as shareholders focused on warnings of weaker demand.
  • Tyson Foods fell 7.75% after the meat giant missed sales estimates and warned revenue will remain flat in the coming year.
  • Loews may have beaten analysts’ estimates on revenue, but the luxury hospitality stock still fell 1.77% after missing on profits.
  • Wolfspeed, which is a company name we will never get tired of writing, gave up another 8.52% following a wild short squeeze last week.

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DAILY UPDATE: Strong Labor Department as Stock Markets Soar Last Week but Stock and Oil Futures Drop Early Monday Morning

Posted on May 5, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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U.S. stock futures declined after the S&P 500 notched its longest winning streak in more than 20 years last week. Dow Jones Industrial Average futures were down around 280 points, or 0.7%, as of 11 p.m. Eastern. S&P 500 futures and NASDAQ-100 futures were off about 0.8%.

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The labor market stayed strong. The US added 177,000 jobs in April, while unemployment stayed steady at 4.2%, new Labor Department data shows. That was slightly less job growth than the month before, but still more than expected, and it shows a resilient labor environment even as the president’s introduction of tariffs roiled the stock and bond markets and raised concerns about a recession. President Trump celebrated the news in a Truth Social post that once again urged the Fed to cut interest rates.

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Markets: Stocks soared like a balloon whose string a toddler couldn’t keep hold of yesterday. Unexpectedly strong jobs data for last month and reports that China is open to trade talks helped push the S&P 500 to its longest winning streak in more than 20 years (more on that later), erasing the losses from recent tariff turmoil. On its own impressive streak is Netflix, which hit an all-time high and finished its 11th day in the green for its longest positive run ever.

CITE: https://tinyurl.com/tj8smmes

Crude oil futures dropped more than 3% Sunday after OPEC+ agreed to accelerate production increases for a second straight month in June by 411K bbl/day.

U.S. WTI crude (CL1:COM) for June delivery recently traded -3.4% at $56.28/bbl and July Brent crude (CO1:COM) -3.2% at $59.34/bbl, with both front-month contracts touching their lowest levels since April 9th.

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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2 Fast 2 Furious: HHS Cuts on the Horizon

Posted on May 4, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Health Capital Consultants LLC

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During the first 90 days of the Republican Party’s government trifecta (controlling the White House, Senate, and House of Representatives), both the Trump Administration and Congress have laid the groundwork for seismic change to the U.S. healthcare industry.

In an attempt to track the latest actions of the federal government’s legislative and executive branches affecting the healthcare industry since the first installment in our February issue, this Health Capital Topics article summarizes recent events in Washington and the impact of these changes on providers and patients. (Read more…)

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MEDICINE: Emergent Care

Posted on May 3, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

SOME PHYSICIAN WORK FOR FREE

By Staff Reporters

SPONSOR: http://www.MarcinkoAssociates.com

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What is an Emergency Medicine Physician?

An emergency medicine physician is a medical doctor who specializes in the diagnosis, treatment, and management of acute and life-threatening medical conditions that require immediate intervention. These physicians work in hospital emergency departments, urgent care centers, and other acute care settings, where they provide rapid assessment, stabilization, and treatment to patients of all ages with a wide range of medical emergencies.

Emergency medicine physicians are trained to handle diverse medical emergencies, including trauma, cardiac emergencies, respiratory distress, severe infections, neurological emergencies, and obstetric emergencies, among others. They play a vital role in the front line management of medical emergencies, ensuring that patients receive prompt and appropriate care to improve outcomes and save lives.

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Classic: Emergent Room or Emergency Department care is the provision of immediate medical service offering outpatient care for the treatment of acute and chronic illness and injury. It requires a broad and comprehensive fund of knowledge to provide such care. Excellence in care for patients with complex and or unusual conditions is founded on the close communication and collaboration between the urgent care medicine physician, the specialists and the primary physicians.

Modern: Urgent care does not replace your primary care physician. An urgent care center is a convenient option when someone’s regular physician is on vacation or unable to offer a timely appointment. Or, when illness strikes outside of regular office hours, urgent care offers an alternative to waiting for hours in a hospital Emergency Room.

Examples: Chest pain, bleeding that cannot be stopped and loss of consciousness; etc.

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SOME ER DOCTORS WORK FOR FREE

The new president of emergency medicine for the Alberta Medical Association says Emergency Room physicians already coping with long hours, staff shortages and jammed waiting rooms are also being obligated, in some cases, to work for free. Dr. Warren Thirsk says the government has yet to follow through on a promise to reimburse emergency room doctors for so-called “good faith” payments.

“There’s been lots of excuses, but the bottom line is no one has actually received a penny for those suspended good-faith payments,” Thirsk said in an interview. “On average, every emergency physician in this province is out thousands of dollars for free work.” Good-faith payments reimburse ER doctors when they see patients who don’t have identification and can’t prove an Alberta Health Care Insurance Plan billing number.

Thirsk said the United Conservative government stopped those payments when it ripped up the master agreement with the AMA in early 2020. He said it promised to bring back those payments when the two sides agreed to a new deal in September 2022. But to date that hasn’t happened, he said.

“I’m legally and morally bound to look after you [if] you’re unidentified [as a patient],” said Thirsk, an emergency room doctor at Edmonton’s Royal Alexandra Hospital.

“I’m going to look after you because it’s the right thing to do no matter what the problem is.”

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LONG TERM CARE INSURANCE: A Hobson’s Choice Decision?

Posted on May 3, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

SPONSOR: http://www.CertifiedMedicalPlanner.org

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Long Term Care Insurance [LTCI]

Some retired people live on a fixed income and many of them live right on the edge of their financial capability.  At some time in their life, they may have to make a choice regarding many purchases.  

In this case, we will illustrate “choice” using a couple’s purchase of Long-Term-Care Insurance [LTCI]. Of course, economics is the study of choice; wants, needs and scarcity, etc. In our case, if they decide to make the purchase they commit to a lifetime of premium payments. The financial tradeoff is this; if they make the commitment to purchase LTCI, they must give up something else.

EXAMPLE: In order to maintain a monthly premium of $100 ($1,200per year), an elderly patient, retired layman or couple must essentially relegate about $30,000 of financial assets to generate the $100 necessary to make an average premium payment (assumes a 7% rate of return with 4% withdrawal rate) or [4% X $30,000 = $1,200 year]. Thus, if the monthly premium cost is $500 per month, the elder must give up the use of $150,000 of retirement asset just to generate enough cash flow to pay for the LTC insurance. 

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The married elder couple has to make the Hobson’s Choice decision among lifestyle (dinners, vacations, gifts to children, prescription drugs, medical care or food and shelter) versus paying an insurance premium to provide for nursing home coverage for a need, which may be very real, but will not occur until sometime in the ambiguous future. 

And so, when faced with such a tough economics Hobson’s Medicine Choice, neither of which delivers peace of mind or a respectable solution; many will simply decide that, in either case, they may already end up impoverished. Thus, many will often opt for the better lifestyle now … while they can enjoy it … together. 

Cite: Anonymous Health Insurance Agent, Norcross, Georgia

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Feel free to submit education content to the site as well as links, text posts, images, opinions and videos which are then voted up or down by other members. Comments and dialog are especially welcomed.

Daily posts are organized by subject. ME-P administrators moderate the activity. Moderation may also conducted by community-specific moderators who are unpaid volunteers.

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DAILY UPDATE: Dr. Marty Makary Appointed to FDA as Stock Markets Continue Rise

Posted on May 3, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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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Stat: $1.5 billion. That’s how much a lawsuit alleged hospitals lost because of under funding for facilities serving low-income patients. The Supreme Court ruled against the push for more reimbursement. (Healthcare Dive)

Read: An exclusive interview with Marty Makary, the newly appointed FDA commissioner, on cuts, vaccines, and his future goals. (MedPage Today)

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Big day for Big Oil: Shell rose 2.81% on better-than-expected earnings, Chevron inched 1.73% higher after beating on profits but missing on revenue, and Exxon Mobil eked out a 0.38% gain after reporting a big boost in production thanks to a recent acquisition.
  • MicroStrategy climbed 3.35% despite reporting a bigger EPS loss than expected. Shareholders must have liked hearing CEO Michael Saylor call the company the Domino’s Pizza of crypto.
  • Maplebear, which does business as Instacart, rose 13.62% after missing analyst estimates but issuing strong fiscal guidance for the coming quarter.
  • Dexcom popped 16.17% on strong earnings for the glucose monitor manufacturer.
  • Five Below rose 11.88% after the discount retailer raised its revenue guidance for the quarter ahead.
  • Wolfspeed exploded 23.89% higher as shareholders cheered the departure of the semiconductor stock’s CFO and a short squeeze took traders by surprise.

What’s down

  • Take Two Interactive Software tumbled 6.66% after the video game maker announced the release of its highly anticipated Grand Theft Auto 6 will be delayed until next May.
  • Reddit fell 4.15% despite crushing analysts’ EPS estimates, while daily active users soared 31% year over year.
  • Block plummeted 20.43% after the company behind Square and Cash App missed earnings estimates and cut its fiscal forecast due to macro uncertainty.
  • Roku sank 8.50% despite beating analysts’ revenue estimates this quarter, but predicting a worse-than-expected quarter ahead.
  • Atlassian beat top and bottom line forecasts, but the software maker still sank 8.99% after issuing weak guidance for the current quarter.
  • GoDaddy lost 8.36% after the domain registrar projected lower revenue for the coming quarter than analysts expected.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Meta, Eli Lilly, Microsoft, Amazon, Apple and the Roaring Markets

Posted on May 2, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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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Meta Platforms jumped 4.23% after the big tech giant reported that its advertising revenue came in at $41.39 billion, beating analyst projections of $40.44 billion, thanks to higher ad price growth than expected. Daily active users rose to 3.43 billion, up from 3.35 billion last quarter, while nearly 1 billion people use its digital AI assistant every month. Management expects Q2 sales to come in between $42.5 billion and $45.5 billion, in-line with analyst forecasts of $44.03 billion.

  • EPS: $6.43 per share, crushing estimates of $5.28
  • Revenue: $42.31 billion, above the $41.10 expected

Microsoft leaped 7.63% after reporting its profit jumped a staggering 18% from a year earlier. That wasn’t the only good news: Revenue from Microsoft’s Azure cloud software grew 33% year over year, higher than the 31% expected by analysts. But perhaps the best news of all was management’s upbeat guidance—Microsoft projected revenue between $73.15 billion and $74.25 billion for the current quarter, well above expectations of $72.26 billion.

  • EPS: $3.46 per share, beating forecasts of $3.22
  • Revenue: $70.07 billion, above the $68.42 billion projected

Eli Lilly dropped 11.66% today, despite the fact that the pharmaceutical giant reported that sales skyrocketed 45% year over year thanks to its lucrative GLP-1 drugs, Zepbound and Mounjaro. Two things spooked investors today: The company lowered its profit outlook well below its preview estimate due its acquisition of a cancer drug from Scorpion Therapeutics, and CVS Health dropped Zepbound from its preferred drug list in lieu of arch-rival Novo Nordisk’s Wegovy this morning.—LB

  • EPS: $3.34 adjusted, beating the $3.02 expected
  • Revenue: $12.73 billion, compared to the $12.67 projected

CITE: https://www.r2library.com/Resource

🟢 What’s up

  • Kohls popped 7.76% after the retailer fired its brand-new CEO for unethical behavior.
  • CVS Health not only beat earnings expectations but raised its fiscal guidance, pushing shares of the pharmacy chain up 4.11%.
  • Wayfair rose 3.65% on surprisingly strong earnings for an online furniture seller that analysts were convinced would be hit hard by tariffs.
  • Roblox gained 2.91% as people checked out of reality and hit the metaverse in higher numbers than ever.
  • CoreWeave popped 7.31% thanks to key customer Microsoft’s strong capex guidance.
  • Carrier Global climbed 11.61% after the air conditioning company boosted its fiscal forecast. Turns out everyone needs AC regardless of economic uncertainty.
  • People also need straight teeth: Dental products manufacturer Align Technology rose 1.98% on solid earnings.
  • Quanta Services gained 9.99% after the construction engineering company beat Wall Street estimates on both the top and bottom line.

What’s down

  • Qualcomm may have beaten earnings expectations, but shares fell 8.92% after investors were disappointed by the chipmaker’s lower guidance.
  • GM was in the same boat: Earnings beat forecasts, but poor guidance and warnings that tariffs could cost the company up to $5 billion this year pushed shares 0.42% lower.
  • Robinhood Markets enjoyed a 50% increase in revenue last quarter as traders played the volatile market, but the stock still sank 5.07%.
  • Moderna fell 5.29% after the vaccine maker missed revenue expectations and said it’s planning another $1.5 billion in cost cuts.
  • Church & Dwight, maker of household goods like Arm & Hammer Baking Soda, missed revenue forecasts last quarter and sank 6.87%.
  • Becton Dickinson & Co. lost 18.13% after the medical device maker warned of the adverse effects of, what else, tariffs.

CITE: https://tinyurl.com/2h47urt5

Amazon plans to invest about $4 billion into its rural delivery network across the US.

Apple is in hot water after a judge ruled it violated a court order to reform the App Store.

The Department of Justice sued several big health insurers, alleging they used illegal kickbacks to nudge members into Medicare programs.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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HEALTHCARE LEADERSHIP ON THE BRINK: Executives Eyeing the Exits

Posted on May 1, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Health Capital Consultants LLC

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While the healthcare industry has been dealing with high employee turnover since the start of the COVID-19 pandemic, that turnover was largely among clinical staff.

However, a recent survey found that significant healthcare leadership turnover may also be on the horizon. AMN Healthcare subsidiary B.E. Smith found that nearly half of healthcare executives plan to leave their organization in the next year.

This Health Capital Topics article reviews the survey and the reasons behind the intended exits. (Read more…) 

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DAILY UPDATE: Sutter Heath & Medicare as Stock End Up Mixed

Posted on May 1, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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

“Serving Almost One Million Doctors, Financial Advisors and Medical Management Consultants Daily“

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SPONSORED BY: Marcinko & Associates, Inc.

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🟢 What’s up

  • Seagate Technology popped 11.56% thanks to a beat-and-raise quarter and promises from management that tariff disruption would be minimal.
  • WingStop can’t stop, won’t stop: The purveyor of fried chicken rose 14.48% after posting an incredible earnings report.
  • Humana climbed 0.92% after the health insurer beat earnings expectations and kept its fiscal guidance intact.
  • GE HealthCare Technologies managed to rise 3.29% despite cutting its forward guidance.
  • Caterpillar eked out a 0.54% gain after raising its fiscal 2025 revenue forecast, but the construction giant warned that it will eat about $350 million in extra tariff-related costs.

What’s down

  • Super Micro Computer plunged 11.50% after reporting terrible preliminary earnings and warned of weaker results still to come.
  • Nvidia was pulled down just 0.09% by its very first “sell” rating from Wall Street analysts.
  • Etsy beat revenue expectations last quarter, but fell 5.74% after missing profit forecasts as the number of buyers and sellers using its platform continued to fall.
  • Snap tumbled 12.43% after the social media stock warned that economic uncertainty could hurt its advertising business and refused to issue a fiscal forecast.
  • Chili’s parent company Brinker International fell 1.89% despite posting solid earnings as investors worry about slowing consumer spending.
  • Norwegian Cruise Line sank 7.77% after missing earnings and warning of a slowdown in demand.

CITE: https://tinyurl.com/2h47urt5

Stat: $228 million. That’s how much Sacramento-based Sutter Health—one of the largest health systems in the US—agreed to pay to settle allegations of inflating insurance premiums. (Reuters)

Read: Here’s what some say the new Medicare director, a former tech CEO, is likely to focus on. (Stat)

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QUANTUM COMPUTING: Healthcare and Banking Affected [B-QTUM Index Fund]

Posted on April 30, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

FUNDAMENTAL INDUSTRY CHANGES

By Staff Reporters

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Index Funds

An index mutual fund or ETF (exchange-traded fund) tracks the performance of a specific market benchmark—or “index,” like the popular S&P 500 Index—as closely as possible. That’s why you may hear people refer to indexing as a “passive” investment strategy.

Instead of hand-selecting which stocks or bonds the fund will hold, the fund’s manager buys all (or a representative sample) of the stocks or bonds in the index it tracks.

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Quantum Computing

Unlike traditional computers that use bits, quantum computers utilize qubits. These qubits are capable of being in a state of superposition, where they can represent both 0 and 1 simultaneously, enabling the processing of multiple calculations at once. This could allow quantum computers to outperform classical computers in solving certain complex problems. However, the field is still overcoming challenges such as qubit stability and decoherence; especially in these three areas:

  • Quantum computing could fundamentally alter healthcare by accelerating drug discovery and improving individualized medicine. Rapid analysis of enormous volumes of biological data allows quantum computers to find trends that might guide the creation of more potent treatments. In addition to accelerating drug development, this will enable customized treatments tailored to unique genetic profiles.
  • Faster and more accurate financial models produced by quantum computing will transform the banking sector. Through real-time analysis of intricate financial systems, it can help investors to control risk and make better decisions. More precise market forecasts will help maximize portfolio management and trading strategies.
  • Through greatly enhanced medical diagnosis and patient care, quantum computing can transform the healthcare industry. Quantum computers can remarkably accurately find trends and possible health hazards by analyzing enormous volumes of medical data in a fraction of the time. Early diagnosis and more customized treatment alternatives follow from this.

B–QTUM Index Fund

Index Description: The BlueStar® Machine Learning and Quantum Computing Index (BQTUM) tracks liquid companies in the global quantum computing and machine learning industries, including products and services related to quantum computing or machine learning, such as the development or use of quantum computers or computing chips, superconducting materials, applications built on quantum computers, embedded artificial intelligence chips, or software specializing in the perception, collection, visualization, or management of big data.

Citation and Disclosure: https://www.defianceetfs.com/qtum/

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DAILY UPDATE: Coca-Cola and Pfizer as Stock Markets Rise

Posted on April 30, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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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Coca-Cola rose 0.84% after the beverage behemoth beat earnings expectations. Not only that, it also doubled down on its forward-looking guidance, saying that revenue will grow 5% to 6% while comparable earnings per share will jump 2% to 3% in 2025. Tariff mania may raise some costs, but the company said it would be “manageable,” putting it a step ahead of arch-rival PepsiCo.

Pfizer jumped 3.28% today after the pharma giant announced that it expects to cut costs by about $7.7 billion by the end of 2027 thanks to advances in AI and automation. Despite lower sales in Q1, the company managed to keep its 2025 revenue guidance of $61 billion to $64 billion intact. While that forecast takes into account the $150 million blow from tariffs, it does not include any future tariffs (which President Trump has threatened to slap on the pharma industry).—LB

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What’s up

  • Meta Platforms gained 0.85% after the social media giant announced it will launch a standalone AI app to compete with ChatGPT. Expect more details in its earnings call tomorrow.
  • JetBlue Airways may have pulled guidance, but investors like the airline’s lower-than-expected loss last quarter so pushed shares 2.70% higher.
  • SoFi Technologies rose 0.53% after it crushed analyst expectations on both the top and bottom line.
  • Speaking of fintech, PayPal climbed 2.14% thanks in no small part to a 20% pop in Venmo revenue.
  • Honeywell International gained 5.40% thanks to strong earnings and sales for the manufacturing conglomerate.
  • Deutsche Bank climbed 4.08% after Germany’s largest lender reported a 39% increase in profit last quarter.
  • Sherwin-Williams may have missed on revenue last quarter, but the paint company beat earnings estimates and kept its forward guidance intact, so shareholders pushed it up 4.80%.
  • Royal Caribbean eked out a 0.02% despite reporting record bookings and boosting its profit outlook, a rare move these days amid tariff uncertainty.
  • Leggett & Platt may not be a household name, but it sells household goods—and the bedding company’s solid earnings and strong fiscal guidance sent shares 31.73% higher.

What’s down

  • General Motors fell 0.64% after the automaker beat on top and bottom line estimates but warned that it will have to pull its forward guidance and suspend stock buybacks.
  • Spotify dropped 3.04% despite active monthly users rising 10% last quarter. The problem, believe it or not, was lower guidance.
  • Regeneron lost 6.87% thanks to disappointing sales for its hit eye drug Eylea.
  • NXP Semiconductors may have beaten analyst estimates last quarter, but management’s lower-than-expected earnings guidance disappointed investors, and pushed shares 6.94% lower.
  • Wolfspeed tumbled 15.98% after the chipmaker’s impressive short squeeze rally fizzled out.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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DAILY UPDATE: Stocks Mixed and End Flat

Posted on April 29, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

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

“Serving Almost One Million Doctors, Financial Advisors and Medical Management Consultants Daily“

A Partner of the Institute of Medical Business Advisors , Inc.

http://www.MedicalBusinessAdvisors.com

SPONSORED BY: Marcinko & Associates, Inc.

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http://www.MarcinkoAssociates.com

Daily Update Provided By Staff Reporters Since 2007.
How May We Serve You?
© Copyright Institute of Medical Business Advisors, Inc. All rights reserved. 2025

REFER A COLLEAGUE: MarcinkoAdvisors@outlook.com

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What’s up

  • Plug Power soared 25.68% on the news that the hydrogen fuel cell manufacturer has signed a deal that allows it to issue $525 million in secured debentures.
  • Tesla eked out a 0.33% gain as investors took profits following the EV company’s strong week in spite of terrible earnings.
  • IBM rose 1.61% after the tech company pledged to invest $150 billion in US manufacturing over the next five years.
  • Peloton climbed 4.93% thanks to an upgrade from Truist analysts, who said the home workout company has cleaned up the “BS.”
  • MGM Resorts International gained 1.71% after reporting an impressive 34% increase in revenue last quarter thanks to its BetMGM platform.
  • ADMA Biologics popped 12.12% on FDA approval of its new production process that draws 20% more usable material from donated plasma than current methods.

What’s down

  • Nvidia sank 2.05% on the news that China’s Huawei Technologies is preparing to test a new semiconductor that could rival Nvidia’s most powerful tech.
  • Coinbase fell 2.08% on a double downgrade from Compass Point analysts, who cited a decline in retail trading activity.
  • DraftKings dropped 1.51% after Mizuho analysts lowered their price target on the company, cutting their expectations for the gambling stock’s EBITDA.

CITE: https://tinyurl.com/tj8smmes

Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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MEDICARE ADVANTAGE PLANS: Rates Substantially Increased for 2026

Posted on April 28, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Health Capital Consultants LLC

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On April 7, 2025, the Centers for Medicare & Medicaid Services (CMS) published their 2026 Rate Announcement for Medicare Advantage (MA) and Medicare Part D Prescription Drug Plans.

For 2026, the payment rate to MA plans will increase 5.06%, the largest increase in the past ten years, and up significantly from the 2.2% rate increase proposed by the Biden Administration.

This Health Capital Topics article will review the Rate Announcement. (Read more…)

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