RT DOGE HHS (@DOGE_HHS)Today the HHS DOGE team open sourced the largest Medicaid dataset in department history.This dataset contains aggregated, provider-level claims data for a specific billing code over time.For example, using this dataset, it would have been possible to easily detect the large-scale autism diagnosis fraud seen in Minnesota.Download the data yourself:https://t.co/6h2c6loE9y ...

RT DOGE HHS (@DOGE_HHS)Today the HHS DOGE team open sourced the largest Medicaid dataset in department history.This dataset contains aggregated, provider-level claims data for a specific billing code over time.For example, using this dataset, it would have been possible to easily detect the large-scale autism diagnosis fraud seen in Minnesota.Download the data yourself:https://t.co/6h2c6loE9y ...

Core Viewpoint - Centene Corporation's stock declined due to a mixed outlook for fiscal 2026, despite reporting better-than-expected earnings for Q4 2025 [1]. Earnings Snapshot - The company reported a fourth-quarter 2025 adjusted loss of $1.19 per share, which was better than the consensus loss of $1.22 per share, contrasting with an income of $0.80 per share a year ago [2]. - Centene's sales increased from $40.81 billion to $49.73 billion, surpassing the consensus estimate of $48.39 billion [2]. - The health benefits ratio (HBR) rose to 94.3%, up from 89.6% a year ago [2]. Membership and Costs - Total membership across Centene's portfolio decreased to 27.63 million from 28.60 million a year ago, mainly due to a drop in Medicaid membership from 13.00 million to 12.52 million [4]. - Commercial membership increased from 4.81 million to 5.99 million [4]. - The increase in HBR was primarily driven by higher Marketplace morbidity impacting medical costs and program changes in the PDP business due to the Inflation Reduction Act [3]. Management Commentary and Guidance - Centene anticipates adjusted earnings for fiscal 2026 to exceed $3 per share, compared to the consensus of $2.94 [5]. - The CEO stated that the company is positioned for significant margin improvement and renewed adjusted diluted EPS growth, aiming for adjusted diluted EPS greater than $3.00 in 2026 [6]. - The company expects 2026 sales to be between $186.5 billion and $190.5 billion, below the consensus of $193.43 billion, with premium revenues projected between $170 billion and $174 billion [7].

From @WSJopinion: Politicians refuse to fix the dysfunctions of Medicaid and Medicare. It’s easier to pound on the one Medicare program that actually includes an incentive to save money.https://t.co/jpz7sqsUCf ...

RT Wall Street Apes (@WallStreetApes)Dr Oz, Administrator of Centers for Medicare and Medicaid Services, exposed a linen factory was converted into an office building for 400 likely fake Medicaid businesses in MinneapolisHe then confirmed EACH ONE IS BILLING ROUGHLY A MILLION DOLLARS to taxpayers“Roughly each business had $1,000,000 of billing. It's an industrial area”“How is it possible 400 businesses billing almost $400 million were able to thrive here? — Why did no one in the state figure out this was a ...

RT Wall Street Apes (@WallStreetApes)WOW 🚨 Entire office buildings are being discovered in Portland Maine, each on packed with home health care companies that are “rarely staffed”Multiple buildings with 20-22+ home health care companies found IN ONE BUILDING“It's the same thing that we're finding in Minnesota, just to be completely blunt, the same tactics being used to defraud Medicaid.In this case, Zombie offices, I call them, where large clusters of home health care businesses and providers in one locatio ...

Core Viewpoint - CVS Health Corporation (NYSE:CVS) is identified as one of the most undervalued blue chip stocks currently available for investment [1] Group 1: Price Target and Market Position - Bernstein raised its price target on CVS from $87 to $91 while maintaining a 'Market Perform' rating, anticipating a broader inflection in the government-managed care organization (MCO) sector starting in 2026 [2] - The firm expects short-term earnings recovery for CVS, driven by Medicare Advantage (MA) and attractive valuations in Medicaid, despite an uneven recovery path [2] Group 2: Analyst Optimism and Regulatory Environment - Cantor Fitzgerald named CVS as a preferred play for MA exposure in 2026, citing a more favorable regulatory backdrop and increased earnings visibility due to upcoming sector catalysts [3] - Key upcoming events include CMS enrollment data in mid-February and the preliminary MA rate notice expected in late January or early February 2026 [3] Group 3: Competitive Landscape - Analysts from Wells Fargo projected declining post-pandemic tailwinds and subsidy risks, downgrading CVS's peers Humana and Universal Health Services, while identifying CVS and UnitedHealth as likely beneficiaries of the MA recovery [4] - CVS operates as a diversified healthcare solutions provider, encompassing insurance benefits, pharmacy benefit management, retail pharmacy, clinics, and consumer wellness, thereby integrating care delivery, services, and coverage at scale [5]

Members of Congress are officially heading home for the holidays without a deal to extend federal healthc care subsidies. This week, the House passed a Republicanled healthc care bill that does not include an extension. A handful of moderate Republicans in turn joined a Democrat-led discharge petition for a clean three-year extension of the Obamacare subsidies, which House Speaker Mike Johnson says will inevitably be brought up for a vote after lawmakers return in January.But in the meantime, millions of Am ...

This bill sets health care for the American people even back further. And what it is, it's a return to all the failed plans they've had in the past where people pay a lot of money for very little coverage. And many things are just not included.When we saw similar plans in 2017, there was no maternity care coverage. There was no addiction services for people. very limited mental health, sort of the the things that people need for their families.And what it really was saying is we are going to ignore the enti ...

The Trump administration announced today new moves meant to crack down on care for transgender minors across the country. This morning, Department of Health and Human Services Secretary Robert F. Kennedy Jr.. unveiled the steps his department is taking. It includes barring hospitals that participate in Medicare and Medicaid from performing transition related care. >> There is divine worth in every person.It shines most brightly in our children. That worth commands us to protect them. And as long as I serve ...