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[@pandahealthnews](/creator/twitter/pandahealthnews)
"@waterboystocks Problem is you have to contend with lapping of phosphate benefit and exchange headwinds (glp pipeline impact a separate nebulous knife fight). Historically when $DVA is fighting mix issues (AKF) and drug funkiness (calcimimetics) it gets left for dead (see 2016-2019 performance)"  
[X Link](https://x.com/pandahealthnews/status/1968465765905965184) [@pandahealthnews](/creator/x/pandahealthnews) 2025-09-18T00:03Z XXX followers, XXX engagements


"@TheLAPurchaser probably end up seeing $XRAY off the board before an $ALGN bid ever comes"  
[X Link](https://x.com/pandahealthnews/status/1980450316425580860) [@pandahealthnews](/creator/x/pandahealthnews) 2025-10-21T01:45Z XXX followers, XXX engagements


"@KarstResearch well see but doubt that if comes to fruition. $UNH withdrawing and calling Iowas bluff on mdcd rates in XX catalyzed rate adjustments nationally by 2H. the states might drag their feet but nobody wants to have risk reverting to ffs because $MOH or $CNC left"  
[X Link](https://x.com/pandahealthnews/status/1981121041897574573) [@pandahealthnews](/creator/x/pandahealthnews) 2025-10-22T22:10Z XXX followers, XXX engagements