United Health and Elevance lower today amid growing worries over a spike in premiums tied to the expiration of Affordable Care Act premium tax credits. The change would affect millions of Americans. Let's bring in Lance Wilks who covers healthc care services stocks for Bernstein Research.Lance has got an outperform rating on United Health and Elevance. Lance, great to have you with us. >> Great to be here.First, I want to I want to get your take on on President Trump's truth social post earlier today basica ...

Core Viewpoint - Agilent Technologies Inc. will participate in a fireside chat at Citi's 2025 Global Healthcare Conference, highlighting its engagement with investors and the healthcare sector [1] Group 1 - The event is scheduled for December 4, 2025, from 9 to 9:45 a.m. EDT in Miami, Florida [1] - Chief Enterprise Transformation Officer Tom Callihan and Head of Investor Relations Tejas Savant will represent the company during the discussion [1] - A live audio webcast and replay of the presentation will be accessible through Agilent's Investor Relations website [1]

Core Viewpoint - Ardent Health, Inc. is under investigation for potential violations of federal securities laws due to improper accounting practices related to accounts receivable and professional liability reserves [4]. Financial Performance - On November 12, 2025, Ardent reported a $43 million decrease in revenue for Q3 2025 after conducting evaluations of historical collection trends [5]. - The company increased its professional liability reserves by $54 million due to adverse claim developments from 2019 to 2022 and broader industry trends [5]. - Following the financial disclosures, Ardent's stock price dropped over 33% during trading on November 13, 2025 [5]. Legal Context - The investigation is being led by Bleichmar Fonti & Auld LLP, a law firm specializing in securities class actions [2][7]. - Investors are encouraged to seek legal options and submit their information to the firm, which operates on a contingency fee basis [6].

Ardent Health (NYSE:ARDT) FY Conference November 18, 2025 11:00 AM ET Company ParticipantsAlfred Lumsdaine - CFOMarty Bonick - President and CEOConference Call ParticipantsRaj Kumar - Healthcare Services AnalystRaj KumarAll right, so we're here at the top of the hour, so we're just going to get started. Welcome to Day One of the Stephens 2025 Annual Investment Conference, live and in person in Nashville. I'm Raj Kumar, Healthcare Services Analyst with Stevens. For our next panel, we have Ardent Health. Arde ...

Core Insights - The Institute for Safe Medication Practices (ISMP) announced the 28th Annual Cheers Award winners, recognizing significant advancements in medication safety through innovation and collaboration [1][3]. Award Ceremony Details - The awards ceremony is scheduled for December 9, 2025, at the House of Blues in Las Vegas, honoring individuals and organizations that excel in medication safety [2]. Award Recipients - AdventHealth received recognition for its comprehensive infusion pump management strategy, achieving a 95% pump library compliance rate across over 50 hospitals in nine states [3]. - Dr. MiKaela Olsen and Dr. AnnMarie Walton were honored for their leadership in improving the safe handling of hazardous drugs, contributing to global standards and guidelines in oncology [4]. - Martin J. Hatlie was awarded the Michael R. Cohen Lifetime Achievement Award for his extensive work in patient safety and advocacy over more than 25 years [5][6]. Contributions to Patient Safety - Hatlie has led initiatives supported by various healthcare organizations, including the development of guides and toolkits aimed at improving patient safety in primary care settings [6][8]. - He is involved in multiple organizations focused on patient safety, including Patients for Patient Safety US and the Leapfrog Group's Patient and Family Engagement Expert Panel [7][8]. ISMP's Mission and Impact - ISMP aims to make safe medication practices integral to healthcare, emphasizing a culture of learning and accountability [9]. - The organization has been a vital force in advocating for changes in clinical practice and public policy related to medication safety for over 30 years [9].

Core Insights - Auna S.A. has received a construction license for Torre Trecca, a high-rise outpatient treatment center in Peru, which will be rebuilt and operated under a public-private partnership with EsSalud [1] Company Summary - Auna S.A. is a leading healthcare services provider in Latin America, with operations in Mexico, Peru, and Colombia [1] - The construction of Torre Trecca is part of Auna's ongoing collaboration with EsSalud, Peru's Social Security System [1] Industry Context - The project reflects the growing trend of public-private partnerships in the healthcare sector in Latin America, aimed at improving healthcare infrastructure and services [1]

Core Insights - The role of Chief Information Officers (CIOs) has evolved significantly, now encompassing a wide range of responsibilities beyond technical management, including risk management and strategic transformation, particularly in the context of artificial intelligence (AI) [1][3]. Group 1: AI Development and Implementation - The rapid pace of AI development has led to challenges for companies, with a report indicating that over 90% of enterprise generative AI pilots failed to deliver a return on investment [2]. - Successful AI strategies often depend on CIOs who must evaluate and adopt new technologies while ensuring they meet business objectives [3]. - Many companies are leveraging AI for tangible business impacts, such as using chatbots for simple tasks and improving business processes through AI models [5]. Group 2: Digital Transformation Leaders - The Forbes CIO Next list recognizes executives from various sectors who have led significant digital transformations, including companies like Ford, Kyndryl, and Mayo Clinic [4][5]. - Executives on the list have implemented AI solutions that have resulted in substantial productivity gains, such as Marsh McLennan's internal generative AI tool saving over 100 hours per employee annually [9]. - Companies like Chipotle have seen digital sales grow from 5% to over 35% of total sales due to digital initiatives led by their CIOs [26]. Group 3: Notable Achievements - Ford's transition to a multi-cloud infrastructure has reduced processing times by 75% for some legacy systems and launched an internal AI platform used by over 33,000 employees [6]. - Kyndryl's CIO reduced the number of legacy applications from 1,800 to fewer than 360 in two years, significantly accelerating AI adoption [8]. - Mayo Clinic's deployment of generative AI has improved patient communication and sped up clinical documentation for over three million patients [10]. Group 4: Financial and Operational Impact - Executives have reported significant financial impacts from their initiatives, such as Marsh McLennan generating an additional $160 million in productivity gains through AI adoption [9]. - S&P Global has invested over $1 billion in AI to transform data into actionable insights, with a platform now used by over 25,000 employees [19]. - Constellation's process automation has led to a 20% cost reduction and a 40% improvement in incident response times [15]. Group 5: AI in Cybersecurity - Companies like Dataminr and Palo Alto Networks are focusing on AI security, with Dataminr reducing software testing time by 85% and Palo Alto implementing a generative AI-powered Slack agent to streamline internal communications [14][49]. - GSK's investment in cybersecurity has reduced the risk of network breaches by 70% through new security measures [21]. Group 6: Employee Engagement and Training - Organizations are prioritizing employee training in AI, with Unilever aiming to train over 25,000 employees on AI usage by the end of the year [34]. - Asana has seen a rise in daily AI usage among employees from 54% to 70% due to initiatives that encourage AI adoption [58].

Core Insights - Astrana Health, Inc. (NASDAQ:ASTH) has received mixed opinions from analysts, with a Buy rating from Truist Financial and a lowered price target from TD Cowen [1][2] Financial Performance - For fiscal Q3 2025, Astrana Health reported a revenue growth of 99.71% year-over-year, reaching $956.05 million, which exceeded estimates by $3.22 million [2] - The company's EPS was $0.01, which fell short of the consensus estimate by $0.43 [2] Future Outlook - Management has lowered its full-year revenue guidance to a range of $3.1 billion to $3.18 billion, down from the previous range of $3.1 billion to $3.3 billion [3] - Adjusted EBITDA guidance was also reduced to a range of $200 million to $210 million, from the previous range of $215 million to $225 million [3] - The reduced outlook is attributed to anticipated headwinds in the Medicaid and exchange business [3][4] Analyst Commentary - Analyst Ryan Langston from TD Cowen noted that the cautious outlook reflects concerns regarding Medicaid and the value-based care (VBC) environment [4] - Astrana Health is characterized as a physician-centered, technology-powered healthcare company focused on delivering coordinated, high-quality care [4]

Company Overview - Surgery Partners, Inc. (NASDAQ:SGRY) operates surgical facilities across the United States, providing outpatient surgery, diagnostic imaging, and laboratory services, focusing on cost-effective surgical solutions [1] Price Targets and Analyst Ratings - Mizuho Securities set a price target of $22 for SGRY, indicating a potential upside of 44.74% from its current trading price of $15.20 [2] - Cantor Fitzgerald maintains an "overweight" rating with a price target of $36, while the Royal Bank of Canada has set a $31 target with an "outperform" rating [3] - Benchmark adjusted its price target for SGRY from $35 to $30, maintaining a "buy" rating, whereas Weiss Ratings reaffirmed a "sell (d-)" rating [4] Stock Performance and Trading Activity - SGRY's stock price has decreased to $15.06, a drop of 1.47% or $0.22, with fluctuations between $15.01 and $15.57 [2] - The stock has experienced a 52-week high of $26.16 and a low of $15.01, indicating its volatile nature [5] - There has been a significant surge in options trading activity, with a 498% increase in put options, suggesting investor uncertainty or hedging strategies [3][6] Market Capitalization and Trading Volume - The stock's market capitalization is approximately $1.95 billion, with a trading volume of 1,356,144 shares on the NASDAQ exchange [4]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Molina Healthcare, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - Investors who bought Molina securities between February 5, 2025, and July 23, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by December 2, 2025 [3]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in recovering significant amounts for investors [4]. Group 3: Case Allegations - The lawsuit alleges that Molina Healthcare failed to disclose several material adverse facts, including issues related to medical cost trend assumptions and the impact on financial guidance for fiscal year 2025 [5]. - Specific claims include a dislocation between premium rates and medical costs, reliance on limited service utilization for growth, and misleading positive statements about the company's business prospects [5].