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联合健康(UNH.N)跌超5%,公司2025财年业绩指引低于市场预期。
news flash· 2025-07-29 13:34
联合健康(UNH.N)跌超5%,公司2025财年业绩指引低于市场预期。 ...
联合健康股价下跌7.5%至5月份以来的最低水平
news flash· 2025-07-29 13:33
联合健康股价下跌7.5%至5月份以来的最低水平,公司2025财年业绩指引低于预期,预计将于2026年恢 复盈利增长。 ...
联合健康:二季度调整后每股收益低于预期,预计2026年恢复增长
Xin Lang Cai Jing· 2025-07-29 11:07
来源:视频滚动新闻 联合健康第二季度调整后每股收益为4.08美元,去年同期为6.80美元,市场预期为4.59美元。预计全年 调整后每股收益至少为16美元,市场预期为20.40美元。预计将在2026年恢复盈利增长。联合健康美股 盘前大幅波动,现涨0.67%。 ...
联合健康2025财年业绩指引低于市场预期
Jin Rong Jie· 2025-07-29 10:12
本文源自:金融界AI电报 联合健康预计本财年调整后每股收益至少为16美元,低于市场预期的20.40美元。联合健康第二季度营 收1116.2亿美元,预估为1115.8亿美元。联合健康第二季度每股收益为3.74美元,去年同期为4.54美元。 ...
联合健康2025财年业绩指引低于预期 预计将于2026年恢复盈利增长
Xin Lang Cai Jing· 2025-07-29 10:12
来源:格隆汇APP 格隆汇7月29日|联合健康2025年Q2营收1116亿美元,去年同期988.6亿美元,市场预期1115.22亿美 元;每股收益为3.74美元,去年同期为4.54美元。预计2025年全年收入为4455亿至4480亿美元;预计本 财年调整后每股收益至少为16美元,低于市场预期的20.40美元。预计将于2026年恢复盈利增长。 ...
联合健康(UNH.N)2025年Q2营收1116亿美元 去年同期988.6亿美元
Jin Shi Shu Ju· 2025-07-29 09:59
联合健康(UNH.N)2025年Q2营收1116亿美元,去年同期988.6亿美元,市场预期1115.22亿美元。 (文章来源:金十数据) ...
联合健康(UNH.N):预计将于2026年恢复盈利增长。
news flash· 2025-07-29 09:58
联合健康(UNH.N):预计将于2026年恢复盈利增长。 ...
华尔街担忧:医疗保险行业的危机远未结束
news flash· 2025-07-17 22:03
Core Viewpoint - The reduction of funding for healthcare programs by the U.S. government is negatively impacting health insurance companies, with warnings of further deterioration in their outlook [1] Group 1: Industry Challenges - The healthcare industry is facing challenges due to congressional funding cuts and tighter insurance rules, leading to a situation where companies feel there is "nowhere to hide" [1] - Molina Healthcare's former CEO, J. Mario Molina, indicated that the entire industry is beginning to experience problems as changes in government healthcare programs disrupt revenue maximization strategies [1] Group 2: Company Impact - Companies such as Elevance, UnitedHealth, Centene, and Molina have expressed concerns about the worsening outlook due to these funding cuts [1]
Stock Of The Day: Is It Time To Buy Humana?
Benzinga· 2025-07-16 18:41
Core Viewpoint - Humana Inc. is currently consolidating but may soon reverse and rally due to being oversold and approaching a support level, indicating bullish dynamics [1]. Group 1: Stock Dynamics - A stock typically remains within its usual trading range, and when it is pushed below this range by aggressive sellers, it is considered oversold [2]. - The concept of reversion to the mean suggests that oversold stocks often attract buyers who expect a price increase, potentially leading to a self-fulfilling prophecy [2]. Group 2: Indicators and Support Levels - The stochastic indicator is commonly used to determine if a stock is oversold, with lower red and blue lines indicating such conditions, which is currently the case for Humana [4]. - Humana is nearing a previously established support level, which could be bullish as remorseful sellers may place buy orders if the stock returns to this price [5]. - A significant number of buy orders at the support level could reinforce this support, creating a favorable environment for a price increase [6].
商保创新药目录调整申报启动 以协商机制推动多方联动
Core Viewpoint - The National Healthcare Security Administration (NHSA) has officially initiated the adjustment application process for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, along with a newly established commercial health insurance innovative drug catalog [1][2]. Group 1: Policy Implications - The inclusion of commercial health insurance in the national drug catalog system marks a significant breakthrough in China's multi-tiered medical security system, providing a regulatory foundation for commercial health insurance to enhance the accessibility of innovative drugs [5]. - The new commercial insurance catalog emphasizes a negotiation mechanism centered on information symmetry and professional support, which is crucial for collaboration between pharmaceutical companies and insurance providers regarding drug value recognition, pricing logic, and risk assessment [6]. Group 2: Innovative Drug Coverage - The "2025 China Innovative Drug and Medical Device Multi-Payment White Paper" indicates that currently, disease insurance accounts for 50% of commercial insurance payouts for innovative drugs, with million medical insurance at 22%, and other types making up the remainder [7]. - The key to designing products is to incorporate innovative drugs into a "sustainable protection structure" rather than treating them as merely high-priced medications [7]. Group 3: Recommendations for Improvement - Industry experts suggest focusing on three areas: introducing real-world evidence and stratified population data for better identification of payee groups, creating a combination of "basic insurance + commercial insurance + pharmaceutical company co-payment," and standardizing and automating the process from drug catalog to claims rules through a platform mechanism [7]. - There is a call for enhancing patient experience, process transparency, and claims efficiency as part of the catalog evaluation criteria to ensure that the catalog is accessible, implementable, and efficient in claims processing [8].