Filtered library · Theme
managed-care-health-insurance theme · 3 dossiers
Dossiers in the managed-care-health-insurance theme cluster — 3 names moving on shared catalysts.
All dossiersHUM
Humana Inc.
Medicare Advantage margin-recovery trade: April's final 2027 CMS rate (+2.48%, ~$13B) cleared the overhang and HUM carries the most MA torque. Doubled off $163 to a $350 ATH (2026-06-04) as even bears lift PTs (MS $217→$249, BofA $340) but…
CLOV
Clover Health Investments, Corp.
Managed-care relief rally but CMS catalyst 2mo stale, meme at RSI 72 above all PTs, no fresh catalyst to Q2 (~Aug) chase at the highs (1% squeeze cap).
OSCR
Oscar Health, Inc.
ACA pure-play doubled off its low, now above every analyst PT after Wells Fargo capitulation, on a stalled binary subsidy deal late recovery chase near 52w highs.