# ![@Formerhfanalyst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2000663035971821568.png) @Formerhfanalyst Market Clues to Healthcare Reality

Market Clues to Healthcare Reality posts on X about ceo, cvs, $iclr, $cvs the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2000663035971821568/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000663035971821568/c:line/m:interactions.svg)

- [--] Week [-----] +958%

### Mentions: [--] [#](/creator/twitter::2000663035971821568/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000663035971821568/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::2000663035971821568/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000663035971821568/c:line/m:followers.svg)

- [--] Week [--] +1,600%
- [--] Month [--] +3,300%

### CreatorRank: [---------] [#](/creator/twitter::2000663035971821568/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2000663035971821568/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands) 

**Social topic influence**
[ceo](/topic/ceo), [cvs](/topic/cvs), [$iclr](/topic/$iclr) #8, [$cvs](/topic/$cvs), [ai](/topic/ai), [stocks](/topic/stocks), [$oscr](/topic/$oscr), [insurance](/topic/insurance), [eps](/topic/eps), [accounting](/topic/accounting)

**Top accounts mentioned or mentioned by**
[@ambroise23968](/creator/undefined) [@kerrisdalecap](/creator/undefined)

**Top assets mentioned**
[CVS Health Corp (CVS)](/topic/cvs) [Icon Plc (ICLR)](/topic/$iclr) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Moon Tropica (CAH)](/topic/$cah) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Danaher Corporation (DHR)](/topic/$dhr) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [New York Times Co. (NYT)](/topic/$nyt) [UnitedHealth Group (UNH)](/topic/$unh) [Alignment Healthcare, Inc. (ALHC)](/topic/$alhc) [Humana Inc (HUM)](/topic/$hum) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [HCA Healthcare Inc (HCA)](/topic/$hca)
### Top Social Posts
Top posts by engagements in the last [--] hours

"TLDR: $NYT had a strong [----] and I expect continued outperformance in [----] due to solid subscriber trends high incremental margins and optionality around AI"  
[X Link](https://x.com/Formerhfanalyst/status/2008932254215499950)  2026-01-07T16:02Z [--] followers, [--] engagements


"@KerrisdaleCap Totally agree. Just posted a thread yesterday specifically on $ICLR"  
[X Link](https://x.com/Formerhfanalyst/status/2022346911873896886)  2026-02-13T16:27Z [--] followers, [----] engagements


"TLDR: $UNH and other MA stocks ($HUM $CVS $ALHC) are getting hit hard today partly due to UNH's mixed 4Q25 earnings but MUCH more due to the very stingy advance notice for [----] which CMS released last night"  
[X Link](https://x.com/Formerhfanalyst/status/2016163049132974397)  2026-01-27T14:55Z [--] followers, [---] engagements


"What makes matters worse investors got their hopes up about [----] potentially being a solid year for MA rates as they saw the trend estimates from CMS for the Medicare Share Savings Program in the 7-8% range (released Fall 2025) which is often a clue for MA rates might be"  
[X Link](https://x.com/Formerhfanalyst/status/2016163133493063681)  2026-01-27T14:55Z [--] followers, [--] engagements


"So investors were thinking [----] would see a fat rate update and today CMS surprises everyone with a 0.09% increase. Suddenly instead of [----] being the year MA plans turn the corner with a solid rate tailwind it's going to be yet another tough year"  
[X Link](https://x.com/Formerhfanalyst/status/2016163135049052236)  2026-01-27T14:55Z [--] followers, [--] engagements


"For $UNH's earnings in 4Q there's [--] things to note. 1st their OptumHealth business got even worse. -$219M of EBIT vs +$255M last qtr $1.8B YoY. OptumHealth has gone from $UNH's crown jewel to perhaps their biggest liability"  
[X Link](https://x.com/Formerhfanalyst/status/2016163136626098675)  2026-01-27T14:55Z [--] followers, [--] engagements


"2nd their MLR was bad but inline with recent trend at 92.4% in 4Q up 470bps YOY. Similar to the YOY increase in 3Q and 2Q. Their guide for MLR in [----] is modest YOY improvement. UNH is assuming 10% cost trend in [----] which shows how hot medical inflation is currently"  
[X Link](https://x.com/Formerhfanalyst/status/2016163138148716805)  2026-01-27T14:55Z [--] followers, [--] engagements


"(1/9) TL;DR: CEO change at underperforming companies is often a great entry point to buy the stock. [--] recent examples were $CAH $OSCR and $CVS. Currently $ACHC fits this pattern and is worth investigating as a potential buy"  
[X Link](https://x.com/anyuser/status/2019444019302965431)  2026-02-05T16:12Z [--] followers, [---] engagements


"(4/9) #2 is $OSCR. They'd been floundering since the IPO. The CEO was a co-founder and while quite savvy was more of a technologist. He was definitely not an insurance guy or a great operator. The results showed"  
[X Link](https://x.com/Formerhfanalyst/status/2019444025795772725)  2026-02-05T16:12Z [--] followers, [--] engagements


"(5/9) In Mar [----] they brought in Mark Bertolini the excellent former CEO of Aetna who successfully sold AET to CVS (and made himself $300M+ in the process). Starting from the day after the announcement to mid-December [----] OSCR was up 167% (vs SPY up 49%)"  
[X Link](https://x.com/Formerhfanalyst/status/2019444027951628366)  2026-02-05T16:12Z [--] followers, [--] engagements


"(6/9) #3 is $CVS. They'd been struggling for years under CEO Karen Lynch (during her tenure they massively overpaid on a couple acquisitions as well as destroyed most of the profitability in their MA book). She was finally let go on Oct 18th 2024"  
[X Link](https://x.com/Formerhfanalyst/status/2019444029583204857)  2026-02-05T16:12Z [--] followers, [--] engagements


"(7/9) From the day after to early December [----] CVS was up 31% (vs S&P up 18% and most other health insurance names down notably)"  
[X Link](https://x.com/Formerhfanalyst/status/2019444031474770176)  2026-02-05T16:12Z [--] followers, [--] engagements


"(1/8) TL;DR: if you're willing to take a little risk and wait a bit $ICLR here is a screaming buy on today's sell-off. Even with recast numbers it's probably trading at below 7.5x [----] EPS and likely a 11%+ FCF yield"  
[X Link](https://x.com/anyuser/status/2021970756272521407)  2026-02-12T15:32Z [--] followers, [---] engagements


"(6/8) I think very conservatively [----] EPS with a 2% revenue haircut is $11.50+ . That implies a current P/E of 7.4x. EV/EBITDA is like 6.8x. This is incredibly cheap"  
[X Link](https://x.com/Formerhfanalyst/status/2021970768603865316)  2026-02-12T15:32Z [--] followers, [--] engagements


"(7/8) I think once an accounting scandal settles + some of the AI fears fade (claude isn't going to run a clinical trial) you could see 15-17x P/E. On $11.50 that's $173 - $195 price target or up 100-125%"  
[X Link](https://x.com/anyuser/status/2021970770998522110)  2026-02-12T15:32Z [--] followers, [---] engagements


"(8/8) I'd also note $ICLR becomes a very attractive takeout candidate. PPD was a great deal for $TMO. Private equity loves the CRO space. I could see an LBO of $ICLR or a strategic acquiror come out of the woodwork ($TMO or $DHR or even $IQV)"  
[X Link](https://x.com/anyuser/status/2021970773246980430)  2026-02-12T15:32Z [--] followers, [---] engagements


"@Ambroise23968 Also fwiw CRO revenue recognition is weird and became messier when the industry adopted asc [---] accounting from prior asc [---] accounting. Ultimately revenue / earnings can be THAT far off given how solid the cash flow has been"  
[X Link](https://x.com/Formerhfanalyst/status/2022702224766366026)  2026-02-14T15:59Z [--] followers, [--] engagements


"(1/8) TL;DR: if you're willing to take a little risk and wait a bit $ICLR here is a screaming buy on today's sell-off. Even with recast numbers it's probably trading at below 7.5x [----] EPS and likely a 11%+ FCF yield"  
[X Link](https://x.com/anyuser/status/2021970756272521407)  2026-02-12T15:32Z [--] followers, [---] engagements


"(7/8) I think once an accounting scandal settles + some of the AI fears fade (claude isn't going to run a clinical trial) you could see 15-17x P/E. On $11.50 that's $173 - $195 price target or up 100-125%"  
[X Link](https://x.com/anyuser/status/2021970770998522110)  2026-02-12T15:32Z [--] followers, [---] engagements


"(8/8) I'd also note $ICLR becomes a very attractive takeout candidate. PPD was a great deal for $TMO. Private equity loves the CRO space. I could see an LBO of $ICLR or a strategic acquiror come out of the woodwork ($TMO or $DHR or even $IQV)"  
[X Link](https://x.com/anyuser/status/2021970773246980430)  2026-02-12T15:32Z [--] followers, [---] engagements


"(1/10) TL; DR: Pundits and the media rightfully highlight how US healthcare costs are out of control. But they miss or largely ignore the biggest driver and culprit: large health systems (ie. hospitals)"  
[X Link](https://x.com/anyuser/status/2021615652406989007)  2026-02-11T16:01Z [--] followers, [---] engagements


"(9/10) Unless we somehow find a way to break up local hospital oligopolies this trend will only continue. And focusing on insurance companies and drug pharmacies is counter productive since it distracts collective attention away from actual main culprit"  
[X Link](https://x.com/anyuser/status/2021615665510068490)  2026-02-11T16:01Z [--] followers, [---] engagements


"(10/10) You'll know progress on the cost front is being made if you see hospital stock prices collapse. As long as stocks like $THC and $HCA keep making new highs you can be certain hospitals are continuing to extract too much money from more productive areas of our economy"  
[X Link](https://x.com/anyuser/status/2021615666906734808)  2026-02-11T16:01Z [--] followers, [---] engagements


"(1/9) TL;DR: CEO change at underperforming companies is often a great entry point to buy the stock. [--] recent examples were $CAH $OSCR and $CVS. Currently $ACHC fits this pattern and is worth investigating as a potential buy"  
[X Link](https://x.com/anyuser/status/2019444019302965431)  2026-02-05T16:12Z [--] followers, [---] engagements


"(8/9) The takeaway is not to blindly buy stocks in underperforming companies with CEO changes. Obviously this won't work all the time. But a CEO change warrants a deep dive and re-consideration of the investment prospects"  
[X Link](https://x.com/anyuser/status/2019444033106420038)  2026-02-05T16:12Z [--] followers, [--] engagements


"(9/9) You have to lean into the discomfort from buying a heretofore lagging business. CEO changes can make a HUGE difference to a company's financial performance. Fresh perspective firing stale mgmt teams new approaches to cost savings / strategy / capital deployment / etc"  
[X Link](https://x.com/anyuser/status/2019444035027337501)  2026-02-05T16:12Z [--] followers, [--] engagements

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