Core Viewpoint - Fortrea has appointed Erin L. Russell as a new independent member of its Board of Directors, following a cooperation agreement with Starboard Value LP, which owns approximately 5.4% of Fortrea's outstanding common stock [1][2]. Company Summary - Fortrea is a leading global contract research organization (CRO) that provides clinical development solutions to the life sciences industry, partnering with biopharmaceutical, biotechnology, medical device, and diagnostic companies [5]. - The company offers phase I-IV clinical trial management, clinical pharmacology, and consulting services, leveraging over 30 years of experience across more than 20 therapeutic areas [5]. Board Appointment - Erin L. Russell brings extensive experience in finance and healthcare, having held executive and board roles in various companies, including Modivcare, eHealth, and Kadant [2]. - Russell's previous board experience includes Tivity Health, DeVilbiss Healthcare, DynaVox, and 21st Century Oncology [2]. - She has a background in private equity, having spent 16 years as a principal at Vestar Capital Partners [2]. Cooperation Agreement - The cooperation agreement with Starboard includes a customary standstill and voting agreement, with Starboard having the right to appoint a representative to the Board under certain conditions starting in August 2025 [3]. - Both Fortrea and Starboard expressed positive sentiments regarding their collaboration, emphasizing the goal of driving financial improvements and maximizing shareholder value [2][3]. Advisory and Legal Counsel - Barclays is serving as the financial advisor to Fortrea, while White & Case LLP and Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, LLP are providing legal counsel to Fortrea [4]. - Starboard is represented by Olshan Frome Wolosky LLP as its legal counsel [4].

Company Overview - eHealth (EHTH) shares increased by 6.4% to close at $10.45, with notable trading volume compared to typical sessions, while the stock gained 0.8% over the past four weeks [1] - The company is expected to benefit from strong Medicare Advantage enrollment growth and has made significant progress in enhancing its tele sales organization [2] Revenue and Earnings Expectations - eHealth is projected to report quarterly earnings of $1.91 per share, reflecting an 18.6% year-over-year increase, with revenues expected to reach $270.08 million, a 9.1% increase from the previous year [4] - The consensus EPS estimate for eHealth has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [6] Strategic Focus - The company is focused on developing a local market-oriented, omni-channel enrollment engine to improve conversion rates and margins, while expanding its product portfolio beyond Medicare Advantage [3] - This strategic focus is anticipated to drive revenue growth and generate positive adjusted EBITDA [3]

Group 1 - eHealth, Inc. plans to release its fourth quarter and fiscal year 2024 financial results on February 26, 2025 [1] - An earnings conference call will be held on the same day at 8:30 a.m. Eastern Time, hosted by CEO Fran Soistman and CFO John Dolan [2] - A live webcast of the earnings call will be available on the Investor Relations page of the company's website, with a replay accessible for one year [3] Group 2 - eHealth has been operating for over 25 years, assisting millions of Americans in finding affordable healthcare coverage [4] - The company is an independent licensed insurance agency, providing access to over 180 health insurers, including both national and regional companies [4] - For further information, eHealth encourages visits to their website and social media platforms [4]

Core Insights - eHealth, Inc. has launched Iris by eHealth, an Individual Coverage Health Reimbursement Account (ICHRA) solution aimed at helping employers manage healthcare costs while providing employees with personalized health plan options [1][2] Group 1: Cost Savings and Flexibility - Employers can potentially save an average of 17% on healthcare costs by utilizing ICHRA, allowing employees to select health plans that meet their unique needs [2][4] - The ICHRA model addresses the healthcare needs of diverse workforces, including geographically dispersed, seasonal, and mixed part-time and full-time employees [2] Group 2: User Experience and Support - Employers have reported satisfaction with the cost savings and the increased plan options available to employees through the individual market [3] - eHealth provides comprehensive support, including no plan markups or hidden fees, and offers a free annual review of plan options [3][7] Group 3: Functionality of Iris Platform - The Iris platform allows employers to set a flat monthly contribution towards each employee's health coverage, while employees can choose plans from various top insurance companies [7] - Employees can customize their plan selections by adding preferred doctors and prescriptions, ensuring their choices align with personal healthcare needs [7]

Group 1 - eHealth, Inc. (NASDAQ: EHTH) stock is experiencing significant gains, indicating potential for further upside in the small-cap sector [1] - The company operates as an online private health insurance marketplace, which has faced challenges in the current market environment [1]

Core Insights - eHealth, Inc. reported strong performance during the Annual Enrollment Period (AEP), driven by significant changes in Medicare Advantage and Part D plan offerings, leading to increased demand for its services [2][3] - The company has revised its fiscal year 2024 guidance, indicating improved revenue and adjusted EBITDA expectations compared to previous estimates [5][6] AEP Performance Highlights - eHealth experienced strong year-over-year growth in submitted Medicare applications, particularly in direct marketing channels [4] - The company achieved an all-time high in AEP submitted application volume in the online unassisted category [4] - Telephonic and online conversion rates exceeded expectations, showing meaningful year-over-year improvement [4] - The LTV-to-CAC ratio improved in the Medicare business, indicating better customer acquisition efficiency [4] - A new comprehensive member retention program successfully encouraged consumers to return to the eHealth platform for coverage reviews and healthcare plan shopping [4] Updated Financial Guidance - Total revenue for fiscal year 2024 is now expected to be between $500 million and $520 million, up from the previous range of $470 million to $495 million [6] - GAAP net income (loss) is projected to range from $(12 million) to $3 million, an improvement from the prior range of $(36.5 million) to $(22 million) [6] - Adjusted EBITDA is expected to be between $40 million and $55 million, significantly higher than the previous range of $7.5 million to $25 million [6] - The updated guidance includes anticipated positive net adjustment revenue of $14 million to $20 million [7] - Operating cash flow is expected to range from $(15 million) to $(5 million), reflecting increased investment in profitable Medicare enrollment growth [7] Management Commentary - The CEO emphasized the company's successful transformation initiatives and AEP preparedness, which contributed to strong consumer demand and enrollment growth [2][3] - The CFO highlighted that the mid-point of the updated guidance suggests substantial margin expansion and attractive cash ROI from the AEP cohort [8]

Core Insights - The average premium for Medicare Part D drug plans has increased by 17% compared to the previous year during the first half of Medicare's Annual Enrollment Period [1] - A significant majority of Medicare beneficiaries express confidence in the future sustainability of Medicare following the presidential election, with 64% feeling more assured [2] - Beneficiaries' top priorities for the incoming administration include lowering drug costs, reducing out-of-pocket expenses, and strengthening Medicare Advantage [2] Enrollment Trends - 79% of Medicare Advantage and Medicare Part D plan enrollees report changes in costs or benefits under their current plans [3] - 88% of beneficiaries have started reviewing their coverage options, with 63% indicating they will enroll in a new Medicare plan for 2025 [3] - 87% of beneficiaries feel more confident in selecting a Medicare plan when assisted by a licensed health insurance agent [3] Research Methodology - The report is based on an analysis of tens of thousands of Medicare plans selected through eHealth from October 15 to November 8, 2024 [4] - Survey findings are derived from a poll of Medicare beneficiaries conducted by a third-party vendor [4]

eHealth, Inc.’s (EHTH) shares lost 6.1% since it reported third-quarter results on Nov. 6, 2024. The quarterly results were hurt by lower commissions and other revenues. However, lower expenses and growth in Medicare application volume across agency and carrier-dedicated platforms partially offset the negatives.EHTH incurred a third-quarter 2024 adjusted loss of $1.86 per share, wider than the Zacks Consensus Estimate of a loss of $1.13 per share and the prior-year quarter’s loss of $1.54 per share. Revenue ...

Award-winning campaign features real Medicare beneficiaries saving on coverage with eHealthAUSTIN, Texas, Nov. 13, 2024 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH) (ehealth.com), a leading online private health insurance marketplace, announced today that the company's new brand identity, which is transforming how the industry markets to Medicare beneficiaries, has been selected by Modern Healthcare and Ad Age as a winner of a 2024 Silver Healthcare Marketing Impact Award for Integrated Campaign of the Year ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-33071 _____________________________________________ EHEALTH, INC. (Exact name of registrant as specified in its charter) _____________ ...