Bloom is Off the Rose at UnitedHealth Group

By JEFF GOLDSMITH A Forty Year Growth Saga is Coming to an End After market close Wednesday April 16, UnitedHealth Group reported its First Quarter 2025 earnings. UNH missed their expected 1Q earnings by 9 cents a share, but the firm also lowered its full year 2025 earnings estimate by 12%. On Thursday opening, investors…

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How is AI transforming the pharmaceutical industry?

The Economist reports that many life science companies are betting big on AI to help with drug development. Why? If AI can increase their likelihood new molecules become successful drugs, the cost of drug development will fall. AI-designed molecules show an 80-90% success rate in early-stage safety trials, compared with a historical average of just…

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NHS England will be abolished

As reported by the BBC: NHS England will be abolished and brought under “democratic control” in an attempt to cut bureaucracy and duplication, Sir Keir Starmer has announced. The organisation, which oversees the country’s health service, will be brought into the Department of Health, and the PM said the move would free up money for…

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Why the DOJ’s Lawsuit Against the UGH-Amedisys Merger May Not Go Anywhere

Experts aren’t sure what the outcome of the DOJ’s recent lawsuit against the proposed UnitedHealth Group/Amedisys merger will be under the incoming Trump administration. The Biden administration has focused more on supporting clinicians, while the previous Trump administration favored corporations. Additionally, one expert noted that this case differs from other antitrust lawsuits because it does…

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What’s missing from CBO scoring in health?

That is the topic of a JAMA Health Forum article by my USC colleagues Dana Goldman and Erin Trish. In it, the note that the Congressional Budget Office (CBO) does good work, but the scope of their analysis is limited. CBO only estimates the impact on policies on government budgets; CBO’s remit does not evaluate…

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