Preventative services, social support, health education and more to improve care access, quality and outcomesSACRAMENTO, Calif., May 29, 2025 /PRNewswire/ -- Health Net, one of California's most experienced Medi-Cal managed care health plans, and the Centene Foundation, the philanthropic arm of Centene Corporation (NYSE: CNC), today announced a partnership investment of more than $7.2 million to expand healthcare services to underserved Californians through mobile health clinics. Centene Foundation (PRN ...

LEHI, Utah and LOUISVILLE, Ky., May 29, 2025 /PRNewswire/ -- Waystar (Nasdaq: WAY), a provider of leading healthcare payment software, today announced it has been named a 2025–2026 Best Company to Work For by U.S. News & World Report. In addition to this national honor, U.S. News & World Report also named Waystar a Best Company to Work For in both the Health Care and Research sector and the West region.U.S. News & World Report evaluated the 5,000 largest public companies based on employee sentiment across s ...

SALT LAKE CITY, May 29, 2025 /PRNewswire/ -- Sera Prognostics Inc., The Pregnancy Company® (Nasdaq: SERA), focused on improving maternal and neonatal health by providing innovative pregnancy biomarker information to doctors and patients, today announced that members of the Sera team will participate in the following upcoming investor conferences:William Blair 45th Annual Growth Stock ConferenceDate: June 3 – 5, 20251X1 Meetings OnlyDoug Fisher, M.D., Strategic Advisor to Sera and former Chief Business Offic ...

Financial Data and Key Metrics Changes - In 2024, the company reported revenues of $19.7 billion, demonstrating robust margin expansion and earnings per share growth driven by a lean culture [14] - The company started 2025 with the highest backlog as an independent company, indicating strong momentum in orders and book-to-bill ratios [15] Business Line Data and Key Metrics Changes - The introduction of new products contributed to a three-year new product introduction vitality rate of approximately 50%, reflecting the impact of increased R&D commitment [15] - The company closed 50 strategic long-term enterprise deals globally in 2024, which provided future growth and recurring revenue [15][16] Market Data and Key Metrics Changes - Record double-digit orders growth was driven by strength in the U.S. market, particularly in imaging products focused on cardiology and oncology [17] - The company has a strong funnel of additional opportunities to offset the impact of tariffs, indicating resilience in a dynamic global trade environment [17] Company Strategy and Development Direction - The company is evolving from an imaging and critical care equipment provider to a healthcare solutions provider, focusing on co-creating holistic offerings that include technology, services, and solutions [14] - The disciplined M&A strategy is being executed to complement existing technologies and solutions, with recent acquisitions enhancing capabilities in AI-enabled imaging and radiopharmaceutical distribution [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence that the impact of tariffs will be lower in 2026 compared to 2025, as the company has time to address supply chain structures [46] - The company is focused on sourcing closer to customers and has a global footprint with 43 manufacturing sites across 17 countries, providing flexibility in navigating tariff structures [46] Other Important Information - The company reported a healthy margin and earnings per share performance in the first quarter of 2025, reflecting strong commercial execution [16] - The Board of Directors recommended against a stockholder proposal regarding executive compensation, indicating a commitment to aligning management pay with shareholder interests [37] Q&A Session Summary Question: How has the current administration and tariffs affected GE Healthcare? - The gross impact of tariffs was over $1 billion, which was mitigated down to approximately $50 million, with expectations for further reduction in impact [45][46] Question: Have the on-off tariffs from Washington had any material effect on your company? - The company has been able to navigate the situation effectively, focusing on sourcing and manufacturing strategies to mitigate tariff impacts [46]

Investor Presentation FIRST QUARTER | FISCAL YEAR 2026 Forward Looking Statements This presentation includes express or implied statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or our future financial or operational performance and may contain projections of our future results o ...

Core Insights - Life Time has announced a partnership with Kiehl's to enhance member wellness experiences through the introduction of Kiehl's skincare products in its athletic country clubs in Manhattan and Brooklyn [1][2][4] Company Overview - Life Time operates 180 athletic country clubs across the United States and Canada, focusing on healthy living and wellness for individuals aged 90 days to over 90 years [9] - Kiehl's, a brand under L'Oréal USA, has a rich history as an apothecary founded in 1851, known for its effective skincare products developed through extensive research and customer feedback [10] Product Offerings - Members at Life Time will have exclusive access to Kiehl's popular products, including Amino Acid Shampoo, Form 133 Conditioner, Grapefruit Body Wash, and Crème de Corps, specifically selected for their effectiveness in pre- and post-workout routines [4][5] - The Kiehl's products will be available in dressing rooms and club showers, providing members with a moment of indulgence as part of their wellness routine [4] Marketing and Promotion - Kiehl's will implement various marketing initiatives to increase awareness, including features in Life Time's Experience Life Magazine, in-club digital assets, and member communications [7] Wellness Focus - The partnership aims to elevate the overall wellness experience, aligning with Life Time's commitment to providing immersive experiences that support members' healthy lifestyles [5][6] - Life Time's 2025 wellness survey indicated that over 80% of respondents dedicate several days a week to self-care activities [5]

Core Insights - McKesson (MCK) and Cardinal Health (CAH) are major players in the U.S. healthcare distribution sector, benefiting from consistent demand and long-term industry trends [1][2] - Investors are evaluating which company presents a stronger investment opportunity amid evolving healthcare regulations and inflationary pressures [2] Financial Performance - McKesson reported Q4 fiscal 2025 adjusted EPS of $10.12, exceeding the Zacks Consensus Estimate of $9.81 by 3.2%, with a year-over-year improvement of 63.8% [3] - Cardinal Health reported Q3 fiscal 2025 adjusted EPS of $2.35, surpassing the Zacks Consensus Estimate of $2.15 by 9.3%, with a year-over-year increase of 12.4% [4] Estimates Comparison - The Zacks Consensus Estimate for McKesson's fiscal 2026 sales and EPS indicates a year-over-year improvement of 12.4% and 12.3%, respectively, with EPS estimates improving by 1.4% over the past 60 days [5] - The Zacks Consensus Estimate for Cardinal Health's 2025 sales suggests a year-over-year decline of 1.7%, while EPS is expected to improve by 7.8%, with EPS estimates increasing by 2.3% over the past 30 days [8] Strategic Positioning - McKesson's diversification into higher-margin areas such as oncology and biopharma services supports margin stability and positions the company well for future growth [11] - McKesson's recent earnings report highlighted solid revenue growth, stable margins, and robust free cash flow, alongside consistent shareholder returns through share repurchases and dividend increases [12] - Cardinal Health is focusing on efficiency gains and cost controls while expanding its higher-growth medical segment, which is expected to drive growth [15] - Cardinal Health's first-quarter performance showed strong revenue growth and improving profitability due to effective cost-saving initiatives [16] Price Performance - Year-to-date, McKesson shares have increased by 25.7%, while Cardinal Health shares have surged by 29.2%, driven by rising demand for drug retailing, particularly GLP-1 drugs [17] Investment Outlook - Both companies currently hold a Zacks Rank 3 (Hold), complicating the investment decision [18] - McKesson's style score of 'A' indicates strong growth prospects and attractive valuation, while Cardinal Health's style score of 'C' reflects attractive valuation but lower growth potential [19] - Based on growth estimates and style scores, McKesson is viewed as a better investment choice at present [19]

Core Viewpoint - Syra Health Corp. has been recommended for contract negotiations to implement Indiana's Child Mental Health Wraparound Access Site, valued at $5.8 million over three years, with a potential one-year extension [1][2]. Company Overview - Syra Health is a healthcare technology company focused on improving health through innovative technology products and services, particularly in mental health, population health, and healthcare workforce [4]. - The company emphasizes prevention, access, and affordability in its healthcare solutions, aiming to advance healthcare nationwide and globally [4]. Contract Details - The contract with the Indiana Department of Administration involves Syra Health serving as the statewide access point for families and providers in the Child Mental Health Wraparound program [3]. - Syra Health will subcontract 23.5% of the total contract value to other Indiana-based companies, indicating a commitment to local partnerships [1]. Strategic Importance - This initiative is part of Indiana's broader strategy to enhance care coordination and improve mental health outcomes for children across the state [3]. - Syra Health has a proven track record of executing complex health initiatives for state and local governments, showcasing its capability in delivering comprehensive health solutions [2].

Core Insights - The founding team of PillPack has launched a new company called General Medicine, aiming to simplify the medical care experience to be as easy as online shopping [1] - General Medicine is an online healthcare marketplace that connects users with providers based on specific medical needs and allows for symptom discussions [2] - The platform supports a variety of health needs, including prescription services and specialist location, with payment options including cash and insurance [2] Company Overview - General Medicine utilizes a combination of its own medical groups, networks of specialists, and local providers, clinics, and labs to deliver healthcare services [3]

Financial Data and Key Metrics Changes - Second quarter revenue reached $2.64 billion, exceeding expectations, with a 9% sequential increase and a 22% year-over-year growth [19][22] - Gross margin was 69.4%, up 60 basis points sequentially, driven by higher utilization [21] - Operating margin was 41.2%, with operating expenses at $744 million, an increase of $57 million sequentially [22][23] - EPS was $1.85, up 32% year-over-year, surpassing the high end of the guided range [22] Business Line Data and Key Metrics Changes - Industrial segment accounted for 44% of revenue, up 8% sequentially and 17% year-over-year, with strong growth in aerospace and defense [19] - Automotive represented 32% of revenue, with a record result showing a 16% sequential increase and 24% year-over-year growth, driven by demand in China [20] - Communications made up 12% of revenue, increasing 5% sequentially and 32% year-over-year, with strong growth in wireline and data center [20] - Consumer segment also represented 12% of revenue, remaining flat sequentially but up 30% year-over-year [21] Market Data and Key Metrics Changes - Bookings grew sequentially across all end markets and geographies, with a backlog entering Q3 higher than the previous quarter [26] - The automotive market saw a notable increase in sales, particularly in North America and Europe, attributed to tariff-related pull-in activity [31][32] - Industrial automation showed positive book-to-bill ratios, indicating continued growth despite tariff uncertainties [45][47] Company Strategy and Development Direction - The company is focusing on five key megatrends: autonomy, proactive healthcare, energy transition and sustainability, immersive experience, and AI-driven computing and connectivity [13][14] - Significant investments in CapEx have been made to enhance manufacturing capabilities and supply chain resilience [12][19] - The company aims to balance lean channel inventories with higher levels of inventory on its balance sheet to support recovery [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence that revenues bottomed in 2024 and are returning to growth in fiscal 2025 [11][12] - The operating environment remains volatile due to tariff situations, but the company is optimistic about demand across its product portfolio [11][25] - Future guidance for Q3 expects revenue of approximately $2.75 billion, with industrial and consumer segments leading growth [26][27] Other Important Information - The company celebrated its 60th anniversary, a milestone achieved by fewer than 1% of public companies [17] - Free cash flow over the trailing twelve months was $3.3 billion, representing 34% of revenue, with nearly $2.5 billion returned to shareholders [24] Q&A Session Summary Question: What is driving the strong growth in automotive? - Management noted that Q2 was stronger than expected, with bookings and turns higher than normal, aided by pull-in activity around tariff announcements [30][31] Question: How much under shipping demand is the company experiencing? - Management estimated that they are shipping about 10% below end consumption, with expectations to normalize in Q3 [39] Question: What is the outlook for industrial automation? - Management reported continued growth in industrial automation, with positive book-to-bill ratios across all subsectors [45][47] Question: How is the company addressing supply chain and foundry diversity? - The company has significantly increased its internal capacity and is focusing on a flexible approach between internal and external manufacturing [93][95] Question: What are the expectations for SAAR and auto builds in the second half of the year? - Management expects SAAR to decline in the second half, but anticipates continued growth in content to offset some of that pressure [74]