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Humana Wins TVH Assets in Bankruptcy Sale, But Cut Points Drag Shares
ZACKS· 2025-09-10 18:40
Key Takeaways Humana wins TVH assets for $68M, adding 8 primary care and 2 specialty centers in Florida.CenterWell Q2 income rises 2.5% YoY to $404M, but the operating costs ratio rose to 92.7%.Tougher MA star ratings cut points drop HUM shares 12%; yet peers UNH ( 8.6%) and CNC ( 7.7%) rise.Humana Inc. (HUM) , through its healthcare services businessCenterWell, has won court approval to acquire the assets of The Villages Health (“TVH”), a well-known medical group in Florida. The deal marks another step in ...
Here's What Explains The Big Jobs Revision
Forbes· 2025-09-10 18:40
We know new business applications have been on the rise. What we don't know is how it impacts job creation. (Photo by Thomas A. Ferrara/Newsday RM via Getty Images)Newsday via Getty ImagesThe U.S. job market just got a big rewrite.On Sept. 9, the Bureau of Labor Statistics (BLS) said the economy added 911,000 fewer jobs in the year ending March 2025 than previously thought. It is the largest downward revision on record.The cut comes after last year’s 818,000 revision, which at the time was the second-larges ...
Certara, Inc. (CERT) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript
Seeking Alpha· 2025-09-10 18:40
Question-and-Answer SessionJohn GallagherSVP, Principal Accounting Officer & Chief Financial Officer Yes. Yes. Thank you, Craig, and thanks for having me. Yes, the -- I mean, look, the overall end market environment is subdued. We've talked about that through some of our meetings and -- and on the quarter, we talked about that, of course. But that doesn't stop us from being able to accelerate growth for the company. So you pointed out and cited what our -- what our organic growth is looking like. And we're ...
Talkdesk named a Leader in the 2025 Gartner Magic Quadrant for Contact Center as a Service
The Manila Times· 2025-09-10 18:38
Customer experience automation vendor recognized for Completeness of Vision and Ability to Execute PALO ALTO, Calif., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Talkdesk®, Inc. today announced it has been positioned as a Leader in the 2025 Gartner™ Magic Quadrant® for Contact Center as a Service* (CCaaS) for its Completeness of Vision and Ability to Execute. This is the fifth year Talkdesk has been designated a Leader in the report.For a complimentary copy of the report, click here. Talkdesk credits this position t ...
Bio-Techne Corporation (TECH) Presents at Morgan Stanley 23rd Annual Global Healthcare
Seeking Alpha· 2025-09-10 18:36
Question-and-Answer SessionUnknown Analyst So Jim, thank you very much for being here today. I think maybe just to start off, when investors look at the life science tools landscape today, I think Bio-Techne is really a name that stands out, both in terms of the growth and the margin profile and consequently, the more premium valuation multiple that you all trade at. And so with that in mind and maybe for investors that are newer to the story, what is the most important thing for them to understand about ho ...
Alithya Group Inc. (ALYA:CA) Annual General Meeting Of Shareholders Call (Transcript)
Seeking Alpha· 2025-09-10 18:36
PresentationChristine GaronSenior Legal Counsel [Interpreted] Ladies and gentlemen, good morning. My name is Christine Garon. I am Director of Legal Affairs and Assistant Corporate Secretary at Alithya. Welcome to our Annual General Meeting of Shareholders, which will be held virtually. The presentations you will attend today will be in French and English. Live translation is also available. You can, therefore, listen to our presentations in French, in English, or in the original language spoken by the spea ...
Relay Therapeutics, Inc. (RLAY) Presents at Morgan Stanley 23rd Annual Global Healthcare
Seeking Alpha· 2025-09-10 18:33
PresentationSean LaamanHead of Healthcare Research & Equity Analyst Good morning, everyone, and welcome to Morgan Stanley Global Healthcare Conference. I'm Sean Laaman, Head of U.S. SMID Cap Biotech Equity Research here at the firm. Before we commence, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. For this session, we have Relay The ...
OpenAI plans to pay Oracle $300B for data center capacity: report (ORCL:NYSE)
Seeking Alpha· 2025-09-10 18:33
On the same day Oracle (NYSE:ORCL) shares spiked more than 30% following its latest earnings report, the cloud computing company also inked a massive $300B deal with OpenAI to provide data center capacity, according to the Wall Street Journal. Oracle will ...
Relay Therapeutics, Inc. (RLAY) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference (Transcript)
Seeking Alpha· 2025-09-10 18:33
PresentationSean LaamanHead of Healthcare Research & Equity Analyst Good morning, everyone, and welcome to Morgan Stanley Global Healthcare Conference. I'm Sean Laaman, Head of U.S. SMID Cap Biotech Equity Research here at the firm. Before we commence, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. For this session, we have Relay The ...
Rate of employers covering weight-loss drugs is flat, Cigna says
Reuters· 2025-09-10 18:33
Cigna said on Wednesday the percentage of employers paying for obesity drugs has remained flat year-over-year, though the health insurer still sees an uptick in demand for the wildly popular treatment... ...