Company Overview - Amedisys (AMED) is part of the Medical group, which consists of 997 companies and is currently ranked 5 within the Zacks Sector Rank [2] - Amedisys operates in the Medical - Outpatient and Home Healthcare industry, which includes 17 individual stocks and is ranked 73 in the Zacks Industry Rank [5] Performance Analysis - Year-to-date, Amedisys has returned 3.1%, outperforming the average loss of 6.8% in the Medical sector [4] - The Zacks Consensus Estimate for Amedisys's full-year earnings has increased by 1.5% over the past quarter, indicating improved analyst sentiment [3] - In comparison, BrightSpring Health Services, Inc. has returned 34.6% year-to-date and has a consensus EPS estimate increase of 23.8% over the past three months [4][5] Industry Context - The Medical - Outpatient and Home Healthcare industry has seen an average gain of 2.6% this year, with Amedisys performing better than this average [5] - The broader Medical Services industry, which includes BrightSpring Health Services, has declined by 5.5% this year and is ranked 65 [6]

On CNBC's “Mad Money Lightning Round,” Jim Cramer said he likes Vertiv VRT.As per the recent news, on Monday, Vertiv announced its strategic alignment with Nvidia Corp.‘s NVDA vision for AI data centers, specifically the deployment of 800 VDC power architectures. Anticipating the demands of future AI deployments, including the NVIDIA Kyber and Rubin Ultra platforms, Vertiv's comprehensive 800 VDC power portfolio is slated for release in the second half of 2026.Cramer said no to Medical Properties Trust, Inc ...

Financial Data and Key Metrics Changes - In 2024, the company achieved record revenue of $1,170,000,000 and nearly $200,000,000 in adjusted EBITDA, indicating strong financial performance [4][5] - The company reported the lowest number of absolute client losses since 2021, maintaining a commitment from over 99% of its clients for 2025 [5] Business Line Data and Key Metrics Changes - The company added 1,100,000 new covered lives in 2024, marking the fourth consecutive year of adding at least 1,000,000 lives [5] - The launch of new solutions in maternity, postpartum, and menopause saw adoption rates of 20% among existing clients and 40% among new clients, reaching over 1,500,000 lives [6][7] Market Data and Key Metrics Changes - The company expanded its member base to 6,700,000 in 2025, nearly five times its size compared to five years ago [5] - The company successfully competed for jumbo accounts, winning every opportunity that came to a decision in the past year [5] Company Strategy and Development Direction - The company is following a multiyear product roadmap to expand its platform and address gaps in women's health and family health [6] - In 2025, the focus will be on enhancing solutions with a comprehensive set of digital tools for a best-in-class experience [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for further success through channel partnerships and an expanded product portfolio [9] - The company plans to integrate recent acquisitions to fully realize their value and enhance user experience [9] Other Important Information - The company completed its first acquisitions that complement existing solutions and align with its long-term product roadmap [7] - The company is excited about launching LASIGNA as its first national health plan partner, adding to its ecosystem of large regional health plans [9] Q&A Session Summary - There were no questions from stockholders during the Q&A session, and the meeting was adjourned [21]

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Specialist Sales APAC Specialist Sales 19 May 2025 J P M O R G A N JPM | APAC Market Thematics - China Summit: 3x investment themes / HF Positioning: Back to Neutral / APAC Tech: New spec sales! Matthew See +852 2800 8889 matthew.see@jpmorgan.com 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数 ...

Group 1 - atai Life Sciences N.V. (ATAI) is outperforming its peers in the Medical sector with a year-to-date return of approximately 43.6%, while the average return for Medical companies is -6.3% [4] - The Zacks Rank for atai Life Sciences N.V. is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - The Zacks Consensus Estimate for ATAI's full-year earnings has increased by 0.8% over the past quarter, reflecting improved analyst sentiment [4] Group 2 - atai Life Sciences N.V. is part of the Medical - Outpatient and Home Healthcare industry, which ranks 84 in the Zacks Industry Rank, and this industry has an average year-to-date return of 3.7% [6] - Cardinal Health (CAH), another stock in the Medical sector, has a year-to-date return of 29.6% and also holds a Zacks Rank of 2 (Buy) [5] - The Medical - Dental Supplies industry, to which Cardinal Health belongs, is currently ranked 42 and has experienced a year-to-date decline of -1% [7]

Core Viewpoint - Basel Medical Group Ltd has entered into a purchase agreement to acquire up to 10,000 BTC, valued at approximately US$1.0 billion, by issuing ordinary shares, which aims to diversify its treasury reserves while focusing on medical services expansion in the Asia Pacific Region [1][2]. Company Overview - Basel Medical Group Ltd is a Singapore-based provider specializing in orthopedic and trauma services, sports medicine, and neurosurgical treatments, with operations centered in Singapore [3]. - The company has established strong relationships with various corporations, particularly in the construction, marine, and oil & gas industries, which support its robust business model [3]. - With over 20 years of experience, the company is well-positioned to capitalize on growth opportunities in the private healthcare sector in Singapore and Southeast Asia, driven by factors such as aging populations and increasing private insurance coverage [3].

Mr. Maselli has held a range of leadership positions at Catalent over the past fourteen years, progressing from director of operations at a health and personal care plant in Italy, through general manager of operations in the U.K., vice president of operations for drug delivery solutions in Europe, senior vice president of global operations, and president and chief operating officer, before his appointment as president and CEO in 2022. He previously held leadership roles at Alstrom SA, SGS SA, and ABB Group ...

CorVel (CRVL) Q4 2025 Earnings Call May 22, 2025 06:00 AM ET Speaker0 Thank you for standing by. Welcome to the CorVel Corporation Quarterly Earnings Release Webcast. During the course of this webcast, CorVel Corporation may make projections or other forward looking statements regarding future events or the future financial performances of the company. CorVel wishes to caution you that these statements are only predictions and that actual events or results may differ materially. CorVel refers you to the doc ...

Core Viewpoint - Nutex Health Inc. has appointed Grant Thornton LLP as its new independent registered public accounting firm, replacing CBIZ CPAs, effective May 15, 2025, as part of a commitment to corporate governance and following a careful evaluation process [1][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-centric, risk-bearing physician networks [1][4]. - The company operates two divisions: a Hospital Division that manages innovative healthcare models, including micro-hospitals and specialty hospitals, and a Population Health Management Division that oversees provider networks such as Independent Physician Associations (IPAs) [4][5]. Auditor Transition - The decision to change auditors was not due to any disagreements regarding accounting principles, financial statement disclosures, or auditing procedures between Nutex Health and CBIZ [2]. - The transition to Grant Thornton is intended to be seamless, with both firms collaborating closely during the process [2]. Management Commentary - The Chief Financial Officer of Nutex Health expressed that the change in auditors aligns with the company's growth momentum and commitment to best corporate governance practices, thanking CBIZ for their past services [3].

It is always good to be prepared and analyze good companies beforehand to be set with a price target and entry point when the timing arrives. However, in some cases, a company and stock get to our attention due to extraordinaryMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization ...