This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Name: Sandeep Dadlani Previous title: Executive vice president and chief digital and technology officer, UnitedHealth New title: CEO, Optum Insight Dadlani started as chief executive of Optum Insight last week, the executive announced in a LinkedIn post saying he’s “honored and privileged” to step into the role. Dadlani first joined UnitedHealth in 2022 as the ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Nutex Health Inc. due to allegations of securities law violations, with a deadline for investors to seek lead plaintiff status in a class action lawsuit by October 21, 2025 [4][10]. Group 1: Allegations Against Nutex - The complaint alleges that Nutex and its executives made false or misleading statements and failed to disclose critical information regarding their financial practices and internal controls [6]. - Specific allegations include that Nutex engaged in a fraudulent scheme with HaloMD to defraud insurance companies, leading to unsustainable revenue [6]. - The company is accused of overstating its ability to remediate weaknesses in its financial reporting controls, which resulted in improper accounting for stock-based compensation [6]. Group 2: Stock Price Impact - Following the release of a short report by Blue Orca Capital, Nutex's stock price fell by $11.18 per share, or 10.05%, closing at $100.01 on July 22, 2025 [8]. - After Nutex announced a delay in filing its Form 10-Q due to accounting adjustments, its stock price dropped further by $18.22 per share, or 16.39%, closing at $92.91 on August 15, 2025 [9]. Group 3: Legal and Investor Actions - Investors who suffered losses exceeding $50,000 between August 8, 2024, and August 15, 2025, are encouraged to contact Faruqi & Faruqi to discuss their legal options [1]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding Nutex's conduct [11].

Core Insights - CVS Health's Oak Street Health is experiencing pressure in medical cost trends, leading to a higher medical benefit ratio (MBR) in Q2 2025, influenced by elevated medical costs and enhanced benefits [1][10] - Total at-risk membership at Oak Street increased by 31% year-over-year, while CVS reduced its full-year adjusted operating income forecast by approximately $200 million in the Health Services segment to at least $7.34 billion due to the higher MBR [2] - CVS is focusing on value-based care as a key component of its Medicare Advantage strategy to improve clinical outcomes and lower care costs [3] Company Strategy and Operations - CVS has strengthened its leadership team with experienced professionals in value-based care and population health management [4] - The company is evaluating its technology and operations to enhance clinical solutions and improve medical cost management [4] - CVS plans to prioritize patient growth at existing Oak Street centers rather than rapid expansion [10] Competitive Landscape - Cigna's Evernorth Health Services announced a $3.5 billion investment in Shields Health Solutions, which is not expected to impact its 2025 earnings guidance [5] - Elevance Health has formed new partnerships to enhance musculoskeletal care, expanding its value-based care program [6] Stock Performance and Valuation - CVS Health shares have increased by 29.4% over the past year, outperforming the industry, which fell by 18.8% [9] - The company is trading at a forward price/sales ratio of 0.23X, below the industry average of 0.39X, with a Value Score of A [11]

Core Viewpoint - A class action securities lawsuit has been filed against LifeMD, Inc. for alleged securities fraud affecting investors between May 7, 2025, and August 5, 2025 [1][2]. Group 1: Allegations and Details - The lawsuit claims that defendants made false statements and concealed critical information regarding LifeMD's competitive position and financial guidance for 2025 [2]. - It is alleged that the defendants did not properly account for rising customer acquisition costs in LifeMD's RexMD segment and related to obesity treatment drugs, leading to misleading statements about the company's business and prospects [2]. Group 2: Legal Process and Participation - Investors who suffered losses during the specified timeframe have until October 25, 2025, to request to be appointed as lead plaintiff, although participation does not require serving in this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, indicating no financial obligation to participate in the lawsuit [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the U.S. [4].

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Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Nutex Health Inc. due to allegations of securities law violations, with a deadline for investors to seek lead plaintiff status in a class action lawsuit by October 21, 2025 [1][3]. Group 1: Allegations Against Nutex - The complaint alleges that Nutex and its executives made false or misleading statements and failed to disclose critical information regarding their operations with HaloMD, which involved a fraudulent scheme to defraud insurance companies [3]. - Specific allegations include that Nutex's revenues from HaloMD were unsustainable due to fraudulent conduct, and the company overstated its ability to remediate internal control weaknesses over financial reporting [3]. - Nutex is accused of improperly calculating stock-based compensation obligations, which increased the risk of failing to file timely financial reports with the SEC [3]. Group 2: Stock Price Impact - Following the release of a short report by Blue Orca Capital, Nutex's stock price fell by $11.18 per share, or 10.05%, closing at $100.01 on July 22, 2025 [5]. - After Nutex announced a delay in filing its Form 10-Q due to accounting adjustments, its stock price dropped further by $18.22 per share, or 16.39%, closing at $92.91 on August 15, 2025 [5]. Group 3: Legal Proceedings - The lead plaintiff in the class action will be the investor with the largest financial interest who is typical of class members, and any member can move to serve as lead plaintiff or remain an absent class member [6]. - Faruqi & Faruqi encourages individuals with information regarding Nutex's conduct to come forward, including whistleblowers and former employees [7].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of LifeMD, Inc. regarding a class action lawsuit due to alleged misleading statements and failure to disclose critical information during a specified class period [1][3]. Group 1: Allegations - The complaint alleges that during the class period from May 7, 2025, to August 5, 2025, LifeMD's management materially overstated the company's competitive position [3]. - It is claimed that the defendants were reckless in raising LifeMD's 2025 guidance without properly accounting for rising customer acquisition costs in the RexMD segment and related to obesity treatment drugs like Wegovy and Zepbound [3]. - As a result, the statements made by the defendants regarding LifeMD's business, operations, and prospects were materially false and misleading, lacking a reasonable basis at all relevant times [3]. Group 2: Class Action Details - The deadline for shareholders to register for the class action is October 25, 2025, and they are encouraged to register promptly [4]. - Once registered, shareholders will be enrolled in a portfolio monitoring software to receive status updates throughout the lifecycle of the case [4]. - Participation in the case does not incur any cost or obligation for the shareholders [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors who have suffered due to deceit, fraud, and illegal business practices [5]. - The firm aims to ensure that companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements that led to artificial inflation of stock prices [5].

Core Insights - Agilon Health, Inc. has significantly reduced its 2023 profit forecasts, particularly lowering its Medical Margin expectation to between $340 million and $360 million, which is approximately $110 million below previous guidance due to $90 million in unexpected medical costs [2] - The company and certain executives are facing a securities class action lawsuit for allegedly failing to disclose material information during the Class Period, violating federal securities laws, with the court recently denying the company's motion to dismiss the case [3] - Kahn Swick & Foti, LLC is conducting an investigation into whether agilon's officers and/or directors breached their fiduciary duties to shareholders or violated state or federal laws [3] Company Background - Kahn Swick & Foti, LLC is a prominent boutique securities litigation law firm, ranked among the top 10 firms nationally based on total settlement value, serving both institutional and retail investors seeking recoveries for investment losses due to corporate fraud or malfeasance [4]

Core Insights - A potential Federal Reserve rate cut, strong retail sales, and progress in U.S.-China trade talks may positively impact the broader stock market, but not all stocks are guaranteed to perform well. Investors are advised to use the Driehaus strategy to identify the best momentum stocks [1] Group 1: Driehaus Strategy Overview - The Driehaus strategy emphasizes investing in stocks that are increasing in price rather than those in decline, focusing on strong earnings growth and positive momentum indicators [3][5] - Key criteria for the Driehaus strategy include a positive percentage 50-day moving average and strong earnings growth rates, with a focus on companies that consistently beat earnings estimates [4][5] Group 2: Selected Momentum Stocks - AppLovin Corporation (APP), Build-A-Bear Workshop, Inc. (BBW), and Tenet Healthcare Corporation (THC) have been identified as momentum picks based on the Driehaus strategy [2][8] - AppLovin has a Momentum Score of B and an average trailing four-quarter earnings surprise of 22.4% [10] - Build-A-Bear Workshop also has a Momentum Score of B, with an average trailing four-quarter earnings surprise of 21.3% [11] - Tenet Healthcare, with a Momentum Score of B, boasts an average trailing four-quarter earnings surprise of 31.2% [12]

Core Insights - The U.S. value-based care (VBC) service market is rapidly evolving, attracting investors due to its potential for long-term stability and returns, focusing on integrated care rather than fee-for-service models [1] - CVS Health and Evolent Health are key players in the VBC space, aiming to provide higher-quality care at lower costs [1] CVS Health - CVS Health's Oak Street Health operates over 230 centers nationwide, providing primary care to Medicare-eligible patients and expanding VBC across its businesses, including Aetna and MinuteClinic [2] - The latest quarterly performance showed an 8.4% year-over-year revenue increase, although adjusted EPS decreased by 2 cents to $1.81 [3] - CVS is taking steps to stabilize Aetna and Oak Street, including investing in technology and enhancing leadership [3][4] - Caremark, CVS's pharmacy benefit manager, is performing well with high retention rates and partnerships to expand access to medications [5][6] - CVS raised its full-year revenue outlook to at least $391.5 billion, with adjusted EPS expected between $6.30 and $6.40 [6] Evolent Health - Evolent Health experienced a 31.3% year-over-year revenue decline in Q2 2025, with a loss of 10 cents per share compared to 18 cents EPS in the previous year [7] - Despite the revenue decline, Evolent is focused on organic growth, margin expansion, and capital allocation [7] - The company secured four new revenue agreements in Q2, bringing the year-to-date total to 11 [8] - Evolent has a partnership with Aetna to provide oncology services to 250,000 Medicare Advantage members, expected to generate over $250 million in new revenues by Q1 2026 [10] - Evolent's second-quarter adjusted EBITDA was $37.5 million, with a projected annualized run rate EBITDA improvement of $20 million by year-end [12] Price Performance and Valuation - Year-to-date, CVS shares have increased by 63.7%, while Evolent shares have declined by 23.3% [15] - CVS trades at a forward price-to-sales (P/S) ratio of 0.23X, lower than Evolent's 0.45X [16] - The Zacks Consensus Estimate for CVS's 2025 EPS indicates a 17% year-over-year growth to $6.34, with estimates trending upward [18] - Evolent's EPS estimate has remained stable at 42 cents for the past 90 days, representing a 2.4% increase over 2024 [20] Conclusion - Both CVS and Evolent are positioned as major players in the VBC market, with CVS showing stronger strategic execution and an optimistic full-year outlook, making it appear better positioned than Evolent [21]