'Trump Administration To End Medicare Drug Plan Subsidy; Program That Held Down Premiums Not Renewed For 2027, Resulting In Higher Costs For Some Seniors' - WSJ Exclusive

CMS Releases 2027 Medicare Advantage And Part D Star Ratings, With 37% Of MA-PD Contracts Earning Four Or More Stars And 71% Of Enrollees In High-Rated Plans

Robert Kennedy Jr. Pushes New Healthcare Pricing Rules as HHS Says Patients Deserve Clearer Costs: ‘Americans Should Know…’

HHS and CMS finalize new healthcare price transparency rules, requiring quarterly pricing reports and phone-based cost estimates.

Clover Health Medicare Advantage PPO Plans Earn 5 Star Rating for 2027

Clover Health announced that CMS awarded its PPO Medicare Advantage plans a 5-Star rating and HMO plans a 4.5-Star rating for 2027. The company grew Medicare Advantage membership ~48% year-over-year to over 157,000 members. Clover maintained its #1 ranking among non-SNP PPO plans with a HEDIS score of 4.82 out of 5 Stars for the third consecutive year, demonstrating the effectiveness of its Counterpart Assistant platform in supporting physician decision-making.

Can Oscar Health Turn ACA Marketplace Growth Into Lasting Profits?

Oscar Health (OSCR) has surged 130% year-to-date driven by ACA marketplace expansion and plans to enter 150+ metro areas by 2027. However, the stock trades at a premium 4.94 price-to-book ratio versus the industry average of 2.64, and long-term profitability depends on disciplined underwriting and cost management rather than favorable policy conditions alone. Concentration risk from ACA exposure and potential subsidy policy changes pose headwinds.

8-K filing — CENTENE CORP (CNC)

Filed: 2026-10-08 AccNo: 0001071739-26-000186 Size: 137 KB Item 8.01: Other Events

Oscar Health Trading at a Premium: Why Should You Still Buy It?

Oscar Health (OSCR) trades at a premium valuation of 4.65x book value but has gained 142.5% year-to-date, driven by strong membership growth to 2.96 million, 70% revenue surge to $4.88 billion in Q2, and improved profitability. The company targets 20% revenue CAGR through 2027 and 5% operating margin next year, supported by its technology-driven platform and expansion into 150+ new metropolitan areas. Analysts maintain optimistic sentiment with upward earnings estimate revisions.