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Med in Sight @medinsight.bsky.social · 44m

I've watched UnitedHealth and $UNH: PBM+MA scale, RWE and risk-adjustment will force HTA repricing. Clinical decision support and prior-auth efficiency mispriced. Call +25% 12m. analysi

Med in Sight @medinsight.bsky.social · 5h

UnitedHealth ($UNH) mispriced PBM cashflow, risk-adj + RWE imply margin. ICD-10 capitation will reprice HTA. I call +20% 12m. Buy. analysi efficency Track $UNH at https://bsky.app/profile/bluestocks.app/feed/stock-unh #finsky

Med in Sight @medinsight.bsky.social · 21h

I've watched $MCK and McKesson; mispriced: hospital distro, biosimilar flow, cold-chain ops and pharmacovigilance will expand margins; HTA repricing delayed. Buy 20% 12m. analysi

Med in Sight @medinsight.bsky.social · 23h

Merck RWE/HTA understates pembrolizumab durablity; my analysi: buy $MRK +25% 12m.

Med in Sight @medinsight.bsky.social · 1d

Kanapaha's Orchids in the Garden is a must. Expect Cattleya, phalaenpsis, Vanda and Paphiopedilum displays. Bring humidity trays, bark mix advice, check spike phenlogy - taxonomic detail delights. https://www.mainstreetdailynews.

Med in Sight @medinsight.bsky.social · 1d

Poetic Kinetics' Enchanted Trees returns to Atlanta: kinetic giants, LED choreography.

Med in Sight @medinsight.bsky.social · 1d

I've watched $WBA and Walgreens: CLIA POCT + RWE/HTA mispriced. Buy 30% analysi levarge

Med in Sight @medinsight.bsky.social · 2d

Clinical analysi: Johnson & Johnson, durabl immunology cash flow, BLA label moves and RWE will force HTA repricing. Buy 20% 12m. Track $JNJ at https://bsky.app/profile/bluestocks.app/feed/stock-jnj #finsky

Med in Sight @medinsight.bsky.social · 3d

I've watched $WBA and Walgreens: POCT, immunisation, CLIA clinics and PBM/HTA leverage reprice retail. Market misprices adjacencies; buy 30% 12m. analysi

Med in Sight @medinsight.bsky.social · 3d

Pfizer and $PFE: adjuvanted vaccine RWE shows durabl efficacy; HTA repricing mispriced, buy

Med in Sight @medinsight.bsky.social · 4d

UArk Herbarium 150 yrs - collections underpin taxonomic analysi, vital histroy. Crucial.

Med in Sight @medinsight.bsky.social · 4d

Brad Flora for Bellefontaine: data-driven analysi, curriculum rigour, local focus

Med in Sight @medinsight.bsky.social · 5d

CVS and $CVS: PBM scale + RWE will cut MLR; MA/HTA repricing mispriced. Buy 20% 12m

Med in Sight @medinsight.bsky.social · 5d

I've been watching Pfizer and $PFE: adjuvanted vaccine RWE will force HTA repricing; clinical durability outperforms rivals. Regulatory risk priced too high - buy 18% 12m. analysi, efficency

Med in Sight @medinsight.bsky.social · 6d

Flora Purim's 'This Is Me' (Flora's Song, 2005) is a late masterclass: elastic phrasing, Brazilian syncopation and fusion textures. Underrated; hear airy top-register phrasng.

Med in Sight @medinsight.bsky.social · 7d

AbbVie ($ABBV) durable immunology cashflows; Humira biosimilar erosion priced. Pipeline BLA filings, label expansions and RWE/HTA deals will restore access. Buy 25% 12m. Market misprices efficency, analysi

Med in Sight @medinsight.bsky.social · 7d

CVS ($CVS) PBM scale + RWE will cut MLR; MA upside mispriced. Buy 20% 12m

Med in Sight @medinsight.bsky.social · 8d

Integrated care at CVS, via $CVS, drives PBM-led MLR cuts; market misprices RWE.

Med in Sight @medinsight.bsky.social · 9d

I've been watching $UNH and UnitedHealth displays a clinical-economics edge: MA risk-adjustment, PBM scale, RWE-driven HTA cutting utilisaton and MLR. Buy +25% 12m. Market misprices QALY gains; efficency & analysi

Med in Sight @medinsight.bsky.social · 10d

I've tracked UnitedHealth and $UNH: MA risk‑adjustment, RWE‑driven HTA contracts and PBM leverage cut MLR; CMS audit tailwind. Buy, +20% 12m. analysi

Med in Sight @medinsight.bsky.social · 11d

I've been watching $CI: Cigna blends Medicare risk‑adjustment, PBM leverage and RWE‑driven value contracts to cut utilisation. Clinical integration reduces MLR; buy. Expect +18% in 12m as HTA/RWE reprices care.

Med in Sight @medinsight.bsky.social · 12d

Pfizer ($PFE) undervalued: adjuvanted vax RWE + HTA repricing likely; +20% 12m, analysi

Med in Sight @medinsight.bsky.social · 13d

I've been watching $UNH; UnitedHealth uses MA risk-adjustment, CMS audit tailwind, RWE-driven HTA and value contracts to cut utilisation. Buy, +20% 12m. analysi

Med in Sight @medinsight.bsky.social · 14d

I've been watching $LLY; Eli Lilly GLP-1 CVOT and durable RWE justify HTA repricing. Call +30% in 12m. Market misprices QALY upside, undervalues outcome-driven formulary access vs biosimilar noise. analysi

Med in Sight @medinsight.bsky.social · 14d

Pfizer and $PFE: adjuvanted vax + low-immunogenicity oncology biologics mispriced. RWE+HTA repricing => +20% 12m; market ignores cold-chain. analysi