UNH Crashes 20%: The End of Managed Care’s Golden Era? (+ Intellia & Sarepta Wins) скачать в хорошем качестве

UNH Crashes 20%: The End of Managed Care’s Golden Era? (+ Intellia & Sarepta Wins)

UnitedHealth Group shares plummeted nearly 20% in a historic sell-off this week, signaling a structural "reckoning" for the managed care sector. Meanwhile, the biotech sector is decoupling from the chaos with major wins for Intellia’s CRISPR platform and Sarepta’s gene therapy durability. In this audio update, we break down the violent re-rating of the insurance sector following CMS's disappointing 0.09% rate proposal and the rise of the "TrumpRx" direct-to-consumer model. We also analyze why capital is getting "conditional" in 2026, rewarding only those companies with de-risked assets and multi-year data. 🚀 Key Topics Covered: 📉 The Managed Care Crash: UnitedHealth ($UNH) projects its first revenue decline in 35 years as medical costs rise and Medicare Advantage rates stagnate. 🧬 CRISPR Safety Milestone: The FDA lifts the clinical hold on Intellia’s ($NTLA) MAGNITUDE-2 trial for ATTRv-PN, though the cardiomyopathy program remains paused. 💪 Gene Therapy Durability: Sarepta ($SRPT) releases 3-year data for Elevidys, showing a widening separation from disease trajectory in Duchenne muscular dystrophy. 🥊 Oncology Showdown: The FDA accepts Summit Therapeutics’ ($SMMT) BLA for ivonescimab, setting up a battle against Keytruda in lung cancer. 🩸 Preventive Medicine Shift: GRAIL submits its PMA for the Galleri multi-cancer early detection test, potentially triggering a massive diagnostic infrastructure build-out. 🏛️ Policy Update: New HHS guidance clears the path for "TrumpRx," allowing manufacturers to bypass PBMs and sell directly to consumers. 📚 Sources & Analysis: Analysis of the "Great Decoupling" in healthcare markets. UnitedHealth’s 20% stock decline and revenue guidance cut. Intellia Therapeutics clinical hold lift details. Sarepta’s 3-year EMBARK data results. GRAIL’s FDA submission for Galleri. HHS/OIG guidance on Direct-to-Consumer drug sales.