Workflow
Digital Health
icon
Search documents
Resmed to Report Fourth Quarter Fiscal 2025 Earnings on July 31, 2025
Globenewswire· 2025-07-01 20:05
Company Overview - Resmed is set to release its financial and operational results for the fourth quarter of fiscal year 2025 on July 31, 2025, after the NYSE closes [1] - The company is dedicated to creating innovative health technologies that enhance the quality of life for individuals in 140 countries [2] - Resmed's vision includes empowering people to achieve better sleep and breathing through personalized home healthcare solutions [2] Earnings Webcast Details - Following the earnings release, Resmed management will host a webcast to discuss the results and other forward-looking information [1] - The earnings webcast will be accessible via a specific link, with no outside phone lines used for access [1] - A replay of the webcast will be available on Resmed's investor relations website approximately two hours after the live event [2] Contact Information - For investor inquiries, Resmed provides a dedicated contact number and email [3] - Media inquiries can also be directed to a specific contact number and email [3] - Additional details regarding the webcast timing and international access are provided [3][4]
X @Bloomberg
Bloomberg· 2025-07-01 08:26
Shares of Apollo Hospitals, India’s largest healthcare services firm, surged to a record Tuesday after it announced plans to merge its digital health and pharmacy businesses and spin them off as a new listed entity https://t.co/OsN2L4Xz4M ...
X @Tesla Owners Silicon Valley
Market Expansion - Starlink is expanding into Vietnam [1] Industry Focus - The focus is on improving healthcare connectivity [1] - The goal is to enable telemedicine, remote consultations, and digital health infrastructure [1]
Sharecare wins 21 Digital Health Awards in Spring 2025 competition
Globenewswire· 2025-06-23 13:30
Core Insights - Sharecare has won 21 Digital Health Awards in the Spring 2025 competition, recognizing its excellence in online and virtual health resources for consumers and professionals [1][2] - The company received four Gold awards, with its health navigation platform for large employers and commercial health plans being honored in the mobile application category [2] - Sharecare's proprietary content and programs adhere to NCQA guidelines, showcasing its commitment to quality and continuous improvement [3] Awards and Recognitions - Sharecare earned Gold awards for its health navigation platform, CDC-approved diabetes prevention program, and various interactive patient education tools [2][4] - The company also received Silver and Bronze awards for its medical animations, mobile applications, and disease management programs [5][6] Company Overview - Sharecare is a digital healthcare company focused on improving care quality, driving better outcomes, and lowering costs through technology and data-driven insights [8] - The company provides a comprehensive platform that includes benefits navigation, care management, and health information management, serving health plan sponsors, health systems, and pharmaceutical brands [8]
CVS Surges on Regulatory Relief, Medicare Advantage Push: Time to Buy?
ZACKS· 2025-06-17 20:00
Core Insights - CVS Health's stock has surged by 53.7% in 2025 due to strong operational performance and a favorable regulatory outlook [1][9] - The company raised its full-year 2025 EPS guidance, reflecting solid execution across all business segments [1] - CVS is focusing on operational excellence and transforming healthcare delivery through digital innovation and improved access [1] Regulatory Environment - The removal of proposed Medicare Advantage and PBM limitations from the Senate tax bill has reduced near-term policy risk for CVS [2][6] - This legislative change enhances CVS's pricing power and margin potential through its Caremark division, which manages drug benefits for millions [7] - The confirmation that Medicare Advantage cuts have been dropped is beneficial for CVS's insurance arm, Aetna, supporting revenue stability and investment in member-centric services [8] Market Performance - Year-to-date, CVS's stock has outperformed the broader Medical sector, S&P 500, and competitors like Herbalife and Walgreens [3] - While Herbalife and Walgreens gained 17.7% and 22.1% respectively, the S&P 500 rose only 1.8%, and the Medical sector declined by 1.6% [3] Operational Efficiency - CVS is streamlining access and lowering costs, with 95% of Aetna's prior authorization requests processed within 24 hours [10] - The pharmacy segment processes over 1.7 billion prescriptions annually, maintaining high medication adherence among Medicare Advantage members [11] - CVS is expanding access to critical therapies, partnering with Novo Nordisk to offer Wegovy at lower costs and leading the U.S. market with its low-cost Humira biosimilar, generating over $1 billion in savings for clients [12] Valuation - CVS Health's forward 12-month price-to-earnings (P/E) ratio is 10.37X, which is a discount compared to the S&P 500's 21.86X [15] - The stock trades at a premium to competitors like Walgreens and Herbalife, which have average P/E ratios of 7.63X and 3.77X respectively [16] - The premium may be justified by CVS's scale, efficiency, and strategic focus on digital health and value-based care [16] Investment Outlook - CVS Health's strong stock performance, improved operational outlook, and favorable regulatory environment make it an appealing investment opportunity in 2025 [17] - The company's diversified business model and initiatives to improve care access and affordability reinforce investor confidence [17]
HIMS' Buyouts Fuel International Expansion & Digital Health Innovation
ZACKS· 2025-06-05 17:21
Key Takeaways Hims The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) , has been leveraging existing capabilities and continuing to expand capabilities to penetrate new sales channels and further improve operations. Per management, HIMS’ model has been developed to be scalable and applicable across new markets and languages. The company expanded into the U.K. in early 2021, and in June 2021, it completed the acquisition of U.K.-based Honest Health Limited, which is now Hims & Hers UK ...
Profit From the Silver Tsunami: Must-Watch Senior Care & Aging Stocks
ZACKS· 2025-06-04 15:35
Demographic Trends - The global population is aging rapidly, with life expectancies increasing and birth rates declining, leading to a demographic imbalance in both developed and emerging economies [1] - By 2030, one in six individuals globally will be over 60, and by 2050, this figure is expected to reach 2.1 billion, with 80% residing in low- and middle-income countries [2] Healthcare Market Dynamics - The global geriatric care market was valued at approximately $1.2 trillion in 2025, up from around $1 trillion in 2022, driven by the rising prevalence of chronic conditions among older adults [3] - There is a growing demand for pharmaceuticals, medical devices, home-based care, and digital health solutions tailored for aging populations [3] Company Strategies - Healthcare companies like Boston Scientific, AbbVie, Amgen, and Dexcom are enhancing operational efficiency to expand their presence in the Seniors & Aging Demographics domain [4] - Pharmaceutical companies are focusing on developing treatments for chronic conditions prevalent in older adults, particularly in immunology, oncology, and neurodegenerative diseases [5] Investment Opportunities - The Healthcare Real Estate Investment Trust (Healthcare REIT) sector is gaining attention, with companies like Community Healthcare Trust and CareTrust REIT focusing on specialized healthcare real estate for the aging population [6] - Digital health solutions, AI-driven diagnostics, and home-based monitoring systems are creating new revenue opportunities for healthcare firms [5] Company Highlights - Boston Scientific has developed devices like the WATCHMAN and SYNERGY systems, catering to the needs of elderly patients [8] - AbbVie is expanding its focus on the aging demographic through strategic acquisitions and partnerships, including the acquisition of Aliada Therapeutics for Alzheimer's treatment [10][11] - Amgen is advancing its R&D pipeline with a focus on elderly-targeted medicines, including osteoporosis treatments and obesity drugs [13][14][15] - Dexcom is enhancing its continuous glucose monitoring systems for seniors, including the launch of the Stelo system, which is designed for ease of use [16][17]
UnitedHealth Declines 40.4% YTD: Here's Why it's Still Not a Bargain
ZACKS· 2025-06-02 14:05
Core Insights - UnitedHealth Group Incorporated (UNH) shares have dropped 25.4% in the past month, resulting in a year-to-date loss of 40.4%, significantly underperforming both the broader industry and the S&P 500 [1][7] - The company is facing multiple pressures, including rising medical costs, missed earnings and revenue estimates, and a withdrawal of its 2025 financial guidance [4][15] - Investor sentiment is deteriorating, with numerous downward revisions to earnings estimates for 2025 and 2026, despite projected revenue growth [7][8] Financial Performance - UnitedHealth generated $5.5 billion in operating cash flow in the first quarter, a substantial increase from $1.1 billion the previous year, and ended the quarter with $34.3 billion in cash and short-term investments [14] - The Zacks Consensus Estimate for UNH's 2025 EPS has seen 12 downward revisions, projecting a decline of 17.3%, while revenues are expected to increase by 12.9% year over year [7][8] Market Position and Valuation - UNH is trading at a forward P/E of 12.31X, below its five-year median of 19.20X but above the industry average of 11.50X, indicating a mixed valuation perspective [8][10] - Despite appearing attractively priced, regulatory risks, cost pressures, and reputational damage pose significant threats to the company's business model [10][15] Competitive Advantages - UnitedHealth retains competitive advantages through its vertically integrated model, scale, and investments in AI and digital health, which may help navigate long-term industry trends [12] - The company served 50.1 million members as of March 31, 2025, reflecting a 1.9% year-over-year growth, driven by self-funded commercial plans [13] Outlook and Recommendations - The near-term outlook for UnitedHealth is clouded by setbacks, including regulatory probes and leadership changes, which have undermined investor confidence [15][16] - With no clear catalysts for recovery and significant underperformance, it may be prudent for investors to wait for signs of stabilization before re-entering [16]
Is it Worth Retaining ResMed Stock in Your Portfolio Now?
ZACKS· 2025-05-23 11:56
Core Insights - ResMed Inc. (RMD) experienced growth in Q3 of fiscal 2025, primarily driven by strong performance in its Mask business and advancements in digital health technology, despite facing challenges from a tough macroeconomic environment and intense competition [1][8]. Financial Performance - ResMed has a market capitalization of $36.00 billion and an earnings yield of 3.9%, significantly higher than the industry's 0.5% [2]. - The company has consistently exceeded earnings estimates over the past four quarters, achieving an average surprise of 4.23% [2]. - The Zacks Consensus Estimate for fiscal 2025 earnings has increased by 0.3% to $9.48 per share, with revenue estimates at $5.12 billion, reflecting a 9.3% year-over-year increase [10]. Business Segments - **Mask Sales**: The demand for ResMed's mask portfolio remains strong, benefiting from a competitor's recall. The company has introduced a comprehensive range of masks, including AirFit and AirTouch, to enhance patient adherence through advanced software solutions like AirView [3][5]. - **Product Launches**: The AirFit F40 mask is performing well in the U.S. market, with plans for global expansion. The recent launch of the AirTouch N30i has received positive early feedback [4]. Growth Drivers - ResMed is advancing its digital health technology initiatives, focusing on cloud-based software products like AirView and myAir, which enhance the connected healthcare ecosystem [6]. - The company is investing in AI-driven capabilities to improve patient therapy adherence and outcomes, with positive early testing feedback for its AI products [7]. Challenges - **Macroeconomic Factors**: Global economic conditions, including issues stemming from the Middle East conflict, currency fluctuations, and inflationary pressures, pose risks to ResMed's growth and profitability. SG&A expenses rose by 6.7% year-over-year, while R&D expenses increased by 8.9% [8]. - **Competitive Landscape**: The market for sleep-disordered breathing products is highly competitive, with challenges arising from consolidation in the healthcare industry and competition from affiliates of ResMed's customers [9].
CVS Health Stock Rallies 38% in May: Is it a Buy Amid PBM Pressure?
ZACKS· 2025-05-14 20:01
Core Viewpoint - CVS Health shares have increased nearly 38% this month due to stronger-than-expected Q1 2025 results, despite concerns over store closures related to new PBM reform legislation [1][2] Financial Performance - CVS Health reported Q1 2025 adjusted EPS of $2.25 and adjusted operating income of $4.6 billion, exceeding market expectations [5] - The company raised its full-year adjusted EPS guidance to a range of $6 to $6.20, up from $5.75 to $6, reflecting confidence in operational strength across its core businesses [5] Management Changes - Brian Newman was appointed as CFO and Amy Compton-Phillips as CMO, positioning CVS to advance its long-term vision of becoming a trusted healthcare company [6] Digital Innovation - The CVS Health app is enhancing customer engagement by providing better visibility into care and real-time AI recommendations [7] Operational Efficiency - CVS Health is streamlining prior authorizations, with 95% of Aetna's requests processed within 24 hours, and is expanding its bundled cancer care model [8] - The pharmacy segment processes over 1.7 billion prescriptions annually, with strategic investments in technology driving performance [9] Affordability Initiatives - CVS is expanding access to therapies, partnering with Novo Nordisk to offer Wegovy at lower costs and leading the U.S. market with its low-cost Humira biosimilar, generating over $1 billion in savings for clients [10] Strategic Focus - CVS Health will exit the ACA individual exchange markets by 2026 due to losses, focusing instead on Medicare, commercial, and Medicaid plans [11] Regulatory Challenges - CVS is closing 23 pharmacies in Arkansas due to new legislation banning PBMs from owning pharmacies, which CVS argues will limit access and increase drug spending [12][14] Valuation Insights - CVS Health's forward P/E ratio is 9.46X, lower than the S&P 500's 21.37X, but higher than competitors Walgreens Boots and Herbalife [15][17] - The stock's premium may be justified by its scale and strategic focus on digital health and value-based care [17] Analyst Outlook - CVS Health is trading nearly 22% below its average price target according to 22 analysts, indicating strong upside potential [19] Investment Recommendation - Despite regulatory challenges, CVS Health remains a strong long-term investment due to its diversified business model and advancements in digital health [20]