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medicare

Everything tagged "medicare" across research, earnings, and macro.

2 articles

Molina Healthcare (MOH): Recovery Story With Execution Risk

Molina Healthcare is a large government-sponsored managed care franchise with a strong balance sheet and a clear growth pipeline, but recent earnings have been pressured by medical cost inflation and contract churn. The report rates MOH a Buy, with upside tied to a recovery in margins and execution on Medicaid, Medicare, and Florida.

Jul 22, 2026·21 MIN

Healthcare Healthcare Plans Healthcare

OpinionLLY

Eli Lilly is turning obesity demand into an access story now

Eli Lilly's next move looks less like a pipeline trade and more like an access trade. Demand was never the problem; broader PBM coverage and expected Medicare access starting July 1 make the revenue conversion story more immediate.

Jun 28, 2026·4 MIN

Healthcare Obesity Drugs Medicare

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