CNBC contributor Jonathan Kanter joins 'Squawk on the Street' to discuss reactions to the Department of Justice investigation into UnitedHealth's Medicare billing practices. ...

Primary Health Properties (PHP) 2025 Earnings Call July 24, 2025 09:30 AM ET Speaker0Wonderful. Good afternoon, everybody. Just checking everybody can hear me at the back. I'm conscious there's a lot of people in the room. Can you hear me back at the room?Good. Excellent. Well, good afternoon, and welcome to our Capital Markets Update, our second in less than a year. Thank you all for coming and supporting us today, both those of you in the room and many of you who are dialing in online. There's clearly a l ...

WICHITA, Kan., July 24, 2025 /PRNewswire/ -- Fagron Sterile Services US (FSS), a leading DEA & FDA registered 503B pharmaceutical outsourcing company, announced today that it has been awarded a national group purchasing agreement for compounded sterile services with Premier, Inc. Effective July 1st, 2025, this new agreement allows Premier members, at their discretion, to take advantage of special pricing and terms pre-negotiated by Premier for outsourced compounded preparations. Fagron Sterile Services ...

United Health Shares falling at this hour as a company reveals in an 8K that it is under investigation by the DOJ on both civil and criminal charges with regard to its Medicaid practice. The company telling CNBC that it proactively went to speak to the DOJ given all of the reports, many of them coming from the Wall Street Journal about uh the investigation going on. company does point out that it has launched an internal audit to look at its practices in Medicare as well as in its PBM pharmacy benefits unit ...

Core Viewpoint - UnitedHealth Group Inc. is facing significant challenges, including a Department of Justice investigation into its Medicare practices, leading to a sharp decline in its stock price and raising concerns about its recovery potential [1][2][3]. Group 1: Stock Performance - UnitedHealth's stock has seen a decline of approximately 44% year-to-date, currently trading at $281.49 in pre-market hours [2]. - The stock hit a low of $274.35 in May 2025, but recent news regarding the DOJ investigation threatens to hinder any recovery [2]. - The stock is considered one of the most oversold in the S&P 500 for 2025 [2]. Group 2: DOJ Investigation - The company has begun complying with formal requests from the Department of Justice regarding its Medicare program practices [3]. - UnitedHealth proactively reached out to the DOJ after media reports about the investigations, expressing confidence in its practices [3]. - The company has initiated third-party reviews to assess its policies and practices, although it acknowledged uncertainty regarding the investigation's outcome [3]. Group 3: Analyst Outlook - Wall Street analysts maintain a generally positive long-term outlook for UnitedHealth, with a "Moderate Buy" consensus based on 24 ratings [4]. - The average 12-month price target for the stock is $356.36, with forecasts ranging from a low of $270.00 to a high of $440.00 [6]. - Investors are anticipating insights from the upcoming Q2 earnings report on July 29, 2025, to understand the impact of current challenges on the business [6].

We also uh got some breaking news right now from United Health. Want to get straight over to Bertha Kums who's got that news. Good morning, >> Andrew.United Health falling at this hour as a company reveals in an 8K that it is under investigation by the DOJ on both civil and criminal charges with regard to its Medicaid practice. the company telling CNBC that it proactively went to speak to the DOJ given all of the reports, many of them coming from the Wall Street Journal about uh the investigation going on. ...

UnitedHealth Group is responding to criminal and civil requests from the US Department of Justice about its Medicare practices, the company said, confirming reports of probes that surfaced over the last two years https://t.co/c8EbITweAE ...

Core Insights - Dassault Systèmes reported strong financial results for Q2 2025, with total revenue of €1.52 billion, reflecting a 6% increase in constant currencies, aligning with the company's growth objectives [10][11] - The company reaffirmed its full-year growth outlook for 2025, expecting total revenue growth between 6% to 8% and diluted EPS growth of 7% to 10% [11][18] Financial Performance - Total revenue for the first half of 2025 reached €3.09 billion, up 4% year-over-year in IFRS terms, while non-IFRS revenue increased by 5% [16][62] - Software revenue in Q2 2025 was €1.37 billion, a 6% increase, driven by a 10% rise in subscription revenue [10][14] - The operating margin for Q2 2025 was reported at 29.3%, slightly down from 29.9% in the same period last year [10][12] Sector Performance - The Manufacturing sector showed resilience, particularly in Transportation & Mobility and High-Tech, with Aerospace & Defense also performing well [5][8] - Life Sciences software revenue remained flat at €268 million, accounting for 20% of total software revenue, while Industrial Innovation software revenue rose by 9% to €745 million [14][16] Geographic Performance - Revenue from the Americas increased by 2%, while Europe saw a significant growth of 10%, driven by strong performance in France and Southern Europe [14][16] - Asia's revenue rose by 6%, with notable double-digit growth in China, representing 24% of software revenue [14][16] Strategic Initiatives - The introduction of 3D UNIV+RSES aims to enhance capabilities in regulatory and compliance management, with AI expected to play a crucial role [7][8] - The acquisition of Ascon is highlighted as a strategic move to accelerate the shift towards software-defined manufacturing [9][10]

Core Insights - Dassault Systèmes reported Q2 2025 financial results that align with its growth objectives, reaffirming its 2025 growth outlook, particularly in AI-driven software solutions for various industries [2][3][10] Financial Performance - Total revenue for Q2 2025 reached €1.52 billion, reflecting a 6% increase in constant currencies, while software revenue also grew by 6% to €1.37 billion [9][13] - Year-to-date, total revenue increased by 4% to €3.09 billion, with software revenue up 5% to €2.81 billion [14][60] - Subscription revenue rose by 13% year-to-date, contributing to 80% of software revenue [9][13] Sector Performance - The Manufacturing sector demonstrated resilience, with notable growth in Transportation & Mobility and High-Tech industries [5][14] - Aerospace & Defense showed strong engagement, particularly highlighted by participation in the Paris Air Show [5][6] - Life Sciences revenue remained flat, but PLM solutions are increasingly critical for smarter manufacturing and agile supply chains [5][14] Strategic Initiatives - The introduction of 3D UNIV+RSES aims to enhance capabilities in regulatory and compliance management, with AI as a key enabler [7][10] - The acquisition of Ascon is part of the strategy to accelerate the transition to software-defined manufacturing [9][10] Geographic Performance - Revenue from the Americas increased by 2%, while Europe saw a 10% growth, driven by strong performance in France and Southern Europe [13][14] - Asia's revenue rose by 6%, with significant double-digit growth in China [13][14] Future Outlook - The company maintains its full-year revenue growth forecast of 6-8% and expects diluted EPS growth of 7-10% [10][16] - Non-IFRS financial objectives for Q3 2025 include total revenue between €1.485 billion and €1.535 billion, with software revenue growth projected at 5-9% [16][17]

Core Viewpoint - Nutex Health Inc. responds to allegations from a short seller report questioning its collection process, asserting that the claims are misleading and without merit [2][3]. Company Overview - Nutex Health Inc. is a physician-led integrated healthcare delivery system with 24 micro hospitals and hospital outpatient departments across 11 states, focusing on primary care and risk-bearing physician networks [1][4]. - The company was founded in 2011 and is headquartered in Houston, Texas, operating through two divisions: Hospital Division and Population Health Management Division [4][5]. Allegations and Response - The company is aware of a short seller report that challenges its medical claims collection process, which it believes misrepresents its business practices [2][3]. - Nutex Health has established a robust internal process for coding, billing, and submitting eligible medical claims, which includes a federally mandated negotiation period before independent dispute resolution [2]. Future Updates - The company plans to provide further updates regarding the allegations in its upcoming earnings release and Form 10-Q for the second quarter of 2025, expected by August 14, 2025 [3].