Joining us, Democratic Congressman of Pennsylvania, Brendan Bole. Congressman, thank you for coming on the show. I mean, even with enough signatures, this discharge petition can't be voted on until next year.So, are we at the point where people can assume that the Affordable Care Act subsidies are going to expire or do you see any chance something gets done at the 11th hour. >> Well, it's good to be with you. The earliest uh this bill can now be voted on is January 6th, unless Mike Johnson, Republican leade ...

The Republican-led Congress is letting Affordable Care Act subsidies lapse, triggering a cost spike. But rising auto insurance bills are taking a toll, too https://t.co/sk4Z1H3QDE ...

Congressional GOP leaders appeared to close the door on compromise efforts to renew expiring Affordable Care Act subsidies https://t.co/xUt53n30y4 ...

[Music] Welcome to Meet the Press Now. I'm Kristen Welker in Washington where a new poll shows the president struggling on key issues as the White House grapples with its messaging on affordability as a looming healthc care premium spike threatens to magnify the issue for millions of Americans. And it all comes as the president was dealt a major rebuke by members of his own party complicating Republicans efforts to hold the House in next year's midterms.But we do begin with Republicans healthcare dilemma af ...

More Republicans in the House and Senate are breaking with party leaders and saying the GOP should extend expiring Affordable Care Act subsidies to avert big cost increases for millions of U.S. households and buy time for a bigger overhaul https://t.co/vTZkzr1p5u ...

With a deadline looming on Affordable Care Act subsidies, conservative activists are pressuring Republican lawmakers to demand more restrictions on abortion coverage https://t.co/8u4pQtSi2j ...

Core Insights - UnitedHealth Group Incorporated (UNH) is experiencing increased pressure on profitability due to a rising medical care ratio (MCR), which reached 89.9% in Q3 2025, up from 85.2% a year prior, driven by persistent medical inflation and unpredictable utilization trends [1][8] - The Optum division is a significant growth driver, with revenues increasing by 8.2% year over year to $69.2 billion, representing over 61% of total company sales [1][8] - Regulatory scrutiny surrounding Optum Rx, the pharmacy benefit management arm, has raised concerns among investors, as any potential regulatory actions could impact the broader business [2][8] Company Performance - The MCR increase is pressuring profitability, with Optum Rx contributing 57.4% of Optum's revenues [2][8] - The Zacks Consensus Estimate for UnitedHealth's 2025 earnings is projected at $16.29 per share, indicating a 41.1% decline from the previous year [11] - UnitedHealth's stock has declined by 34.8% year-to-date, compared to a 29% decline in the industry [7][8] Industry Context - Peers such as Centene Corporation and Elevance Health are also facing challenges from rising medical costs, leading to downward revisions in their 2025 outlooks [5][6] - Centene's health benefits ratio increased to 92.7%, reflecting a 27% rise in medical expenses, while Elevance's benefit expense ratio rose to 91.3% [6] - The expiration of enhanced Affordable Care Act subsidies at year-end could lead to higher premiums for millions, prompting potential shifts in enrollment patterns across insurance products [3][4]

Core Insights - Oscar Health shares experienced a significant increase following an upgrade from Piper Sandler analysts, who raised their rating to "overweight" and increased the price target from $13 to $25 [2][4]. Stock Performance - Oscar shares rose by 9% in late trading, reaching approximately $18.20, and have gained about 35% over the past week [2][8]. - Prior to this rally, Oscar shares had remained relatively unchanged for the year, but the recent gains have allowed them to outperform the S&P 500 year-to-date [9]. Analyst Insights - Piper Sandler is the only firm with a "buy" rating on Oscar among six analysts, with one "hold" and four "sell" ratings, and an average price target of $15 [2]. - Analysts believe that even if Affordable Care Act (ACA) subsidies expire at the end of the year, Oscar can still grow its market share and profitability due to its strategic product design and pricing for 2026 [5][8]. Policy Impact - The potential extension of ACA subsidies is expected to lower costs for millions of Americans and stabilize enrollment rates, which would benefit health care companies like Oscar [4]. - Analysts at Piper Sandler assert that Oscar is well-positioned to adapt to various policy scenarios, indicating confidence in the company's management and product strategy [6].

President Donald Trump is reportedly preparing to unveil a healthcare proposal that would extend Affordable Care Act subsidies, sending shares of major health insurers higher Monday. https://t.co/Ianb6uidBE ...

Core Points - The White House is planning to propose a two-year extension for Affordable Care Act subsidies [1] Group 1 - The proposal aims to extend financial support for individuals under the Affordable Care Act [1]