Core Insights - Acadia Healthcare Company, Inc. will participate in a fireside chat at the Jefferies 2025 Healthcare Services Conference [1] - The conference is scheduled for September 29 - 30, 2025, in Nashville, Tennessee [1] - An online webcast of the Company's presentation will be available on its website starting at 8:35 a.m. Central Time / 9:35 a.m. Eastern Time on September 29, 2025 [1]

Core Insights - A new study indicates that patients receiving care from senior-focused primary care organizations practicing value-based care are more likely to utilize primary care services regularly [1] Group 1 - The study was conducted by the Humana Healthcare Research team in collaboration with Dr. Suhas Gondi from Massachusetts General Hospital [1] - The research was completed during Dr. Gondi's residency at Harvard Medical School's Brigham and Women's Hospital [1]

Core Insights - Agilon Health, Inc. will participate in a fireside chat at the 2025 Jefferies Healthcare Services Conference on September 30 at 8:45am ET [1] Company Participation - The management team of Agilon Health will engage in discussions aimed at empowering physicians and transforming healthcare [1] - Interested investors can access a live webcast of the presentation through the company's "Events & Presentations" section [1]

Core Insights - Premier, Inc. has announced a five-year group purchasing agreement with Premier Infusion and Healthcare Services, Inc. [1] Company Overview - Premier, Inc. is a technology-enabled healthcare performance improvement company [1] - Premier Infusion and HCS is a closed-door infusion pharmacy based in Torrance, California [1] Service Coverage - Premier Infusion and HCS serves all counties in California as well as Arizona, Colorado, Idaho, Illinois, Nevada, and Washington [1]

Core Insights - Phreesia has announced that Sara DiNardo, Vice President of Client Solutions, has been recognized in Becker's Hospital Review's 2025 list of Rising Stars [1] Company Highlights - The recognition of Sara DiNardo highlights Phreesia's commitment to leadership and innovation within the healthcare technology sector [1] - This accolade may enhance Phreesia's reputation and visibility in the industry, potentially attracting new clients and partnerships [1] Industry Context - The inclusion of leaders in healthcare technology in prestigious lists like Becker's Hospital Review's Rising Stars indicates a growing recognition of the importance of innovation and leadership in the healthcare sector [1] - Such recognitions can influence industry trends and encourage other companies to invest in talent development and innovative solutions [1]

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: More than half of healthcare workers are considering leaving their jobs within the next year, according to a new survey by the Harris Poll. Healthcare workers said they’re eyeing an exit due to dissatisfaction at work, including high levels of burnout and feeling taken for granted by their employers. Employers may be able to retain talent by ...

Core Viewpoint - KindlyMD's stock has experienced a significant decline due to equity dilution concerns and investor fatigue towards digital asset treasury strategies, particularly in the context of Bitcoin investments [1][2][3]. Company Summary - KindlyMD, a Nasdaq-traded medical firm, transitioned into a Bitcoin treasury company after merging with Nakamoto in August and plans to raise up to $5 billion through an at-the-market stock program to expand its Bitcoin reserves [2]. - The company made its first purchase of approximately 5,744 BTC valued at $635 million earlier this month [2]. - The stock price peaked above $15 in late August but has since dropped to $1.28, reflecting a 54% decline in just 24 hours and over 90% in one month [1][2]. Industry Summary - Grayscale's August report highlighted growing investor exhaustion towards digital asset treasury (DAT) companies, noting that Bitcoin exchange-traded products experienced their first monthly net outflows since March, totaling $755 million in redemptions [4]. - The mNAV ratios for major DAT companies have converged toward 1.0, indicating a balance between supply and demand, suggesting that investors are no longer willing to pay premiums for crypto exposure through public equity instruments [5]. - Despite the apparent exhaustion regarding Bitcoin treasury companies, new digital asset treasury announcements for altcoins like Solana and Cronos continue to emerge, indicating ongoing interest from sponsors [6]. - Bitcoin's price uncertainty further complicates the situation, as the market value of companies like KindlyMD becomes closely tied to BTC's performance rather than their underlying business fundamentals [7].

Market Overview - U.S. equities are experiencing strong upward momentum, with major indexes rising as investors anticipate a Federal Reserve interest rate cut later this week [1][2] - The S&P 500 (SPX) has climbed 0.4%, while the Nasdaq Composite (IXIC) is up 0.5%, both nearing new record highs [2] - The Dow Jones Industrial Average (DJIA) has increased by 43 points, or 0.1%, contributing to the overall positive market sentiment [2] Federal Reserve Focus - The Federal Open Market Committee (FOMC) meeting is the primary focus for market participants, concluding on September 17, 2025 [3] - A 25-basis-point cut in the federal funds rate is widely expected, with the current rate between 4.25% and 4.50% [3] - Investors will closely monitor the updated FOMC members' projections for future interest rate paths through 2026 and 2027 [3] Economic Data Releases - Key economic data releases this week include the Empire State Manufacturing Index, U.S. industrial production, and retail sales data [4] - Additional indicators from the UK and Eurozone will also be observed to shape expectations for future monetary policy [4] Major Stock Movements - Tesla (TSLA) shares surged between 7.2% and 8.5% after CEO Elon Musk disclosed a $1 billion stock purchase, indicating strong insider confidence [5] - Nvidia (NVDA) shares declined by 1.5% to 1.6% following accusations from China regarding antimonopoly law violations related to its acquisition of Mellanox Technologies [5] - Alphabet (GOOGL, GOOG) shares rose over 3%, surpassing a $3 trillion market capitalization, making it the fourth company globally to achieve this milestone [5] - Intel (INTC) shares increased over 4% after trimming its 2025 expense outlook following the sale of its Altera stake [5] - Warner Bros. Discovery (WBD) shares surged by 16.7% amid reports of a potential bid from Paramount Skydance Corporation [5] - RH (RH) shares fell by 4.6% after reporting second-quarter fiscal 2025 earnings that missed estimates [5] - Super Micro Computer (SMCI) gained 2.4% after announcing large-scale shipments of its Nvidia Blackwell Ultra systems [5] Corporate Developments - California Resources Corporation (CRC) and Berry Corporation (BRY) announced an all-stock combination valued at approximately $717 million [9] - Automotive supplier Magna (MGA) secured a significant vehicle assembly deal with XPENG for two new electric vehicle models [9] - Montrose Environmental Group (MEG), Great Lakes Dredge & Dock (GLDD), and KT Corporation (KT) were highlighted as strong buy growth stocks [9]

Summary of Key Points from the Conference Call Industry Overview - **Trade War Dynamics**: The current state of the US-China trade war is under scrutiny, with the effective tariff rate at approximately 9%, significantly lower than the announced rates of around 18% [1][2][10]. Core Insights and Arguments - **Effective Tariff Rate Analysis**: The realized effective tariff rate is nearly half of the theoretical headline rate, primarily due to carveouts and exemptions [2][12]. - **Transshipment Impact**: An estimated USD 45 billion in transshipments from countries like Vietnam and Thailand has contributed to a reduction in the effective tariff rate by at least 1% [3][15][24]. - **Goods Inflation Factors**: The muted goods inflation is attributed to transshipments, carveouts, inventory stockpiling, and lower US profit margins [4][31]. - **Healthcare Sector Risks**: The healthcare sector has accounted for over 60% of cumulative payroll growth since December 2022, raising concerns about potential labor market weaknesses [5][37]. Additional Important Content - **Labor Market Indicators**: Recent labor market indicators show a slowdown, with non-farm payrolls (NFP) excluding healthcare being negative for three of the last four months [5][40]. - **Canadian Economic Outlook**: The Bank of Canada (BoC) is expected to cut rates due to a weakening labor market and softening growth, with forecasts suggesting three more cuts this year [52]. - **Japanese Political Landscape**: The upcoming LDP election in Japan is likely to maintain the status quo, with potential dovish risks if certain candidates win [43][46]. Conclusion - The analysis indicates a complex interplay of factors affecting the US economy, particularly in relation to trade policies, labor market dynamics, and sector-specific risks. The healthcare sector's performance is critical to watch as it may signal broader economic trends. The Canadian and Japanese markets also present unique challenges and opportunities in the current economic climate.

Group 1 - The biggest surprise in the industry during the second quarter was the slower growth of volumes observed [1] - Commercial demand for surgical procedures was weaker in the first quarter and did not improve significantly in the second quarter as anticipated [1] - An update on volume growth characterization is needed to inform expectations for the remainder of the year [1]