[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6262 followers Created: 2025-07-01 21:47:32 UTC Why is Centene $CNC, Oscar Health $OSCR, and Molina Healthcare $MOH down afterhours? Centene withdrew 2025 GAAP and adjusted diluted EPS guidance. Health Insurance Marketplace Challenges: • Wakely Consultants data (22 of XX states, XX% of membership) showed lower market growth and higher morbidity. • $XXX billion net risk adjustment revenue reduction, ~$2.75 EPS impact. • Additional reductions expected for remaining seven states. • Refiling 2026 Marketplace rates to address these issues. Medicaid Operations: • Rising costs in behavioral health, home health, and high-cost drugs (e.g., New York, Florida). • Q2 2025 Medicaid Health Benefits Ratio expected to exceed Q1. Positive Areas: • Medicare Advantage and Prescription Drug Plan businesses outperforming expectations. • Strong expense management. More details to be shared on July XX. With valuations and types of exposure going into this, I would be most concerned with $MOH (down ~11% now). $OSCR (also down 11%) has potential double risks due to recent run-up in share price. $CNC (down 24%) is at 9-10x earnings for current year after adjusting for EPS impact. XXXXXX engagements  **Related Topics** [marketplace](/topic/marketplace) [insurance](/topic/insurance) [$moh](/topic/$moh) [coins healthcare](/topic/coins-healthcare) [oscar](/topic/oscar) [$cnc](/topic/$cnc) [stocks healthcare](/topic/stocks-healthcare) [$oscr](/topic/$oscr) [Post Link](https://x.com/SayNoToTrading/status/1940165401247388046)
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Say No To Trading @SayNoToTrading on x 6262 followers
Created: 2025-07-01 21:47:32 UTC
Why is Centene $CNC, Oscar Health $OSCR, and Molina Healthcare $MOH down afterhours?
Centene withdrew 2025 GAAP and adjusted diluted EPS guidance.
Health Insurance Marketplace Challenges: • Wakely Consultants data (22 of XX states, XX% of membership) showed lower market growth and higher morbidity. • $XXX billion net risk adjustment revenue reduction, ~$2.75 EPS impact. • Additional reductions expected for remaining seven states. • Refiling 2026 Marketplace rates to address these issues.
Medicaid Operations: • Rising costs in behavioral health, home health, and high-cost drugs (e.g., New York, Florida). • Q2 2025 Medicaid Health Benefits Ratio expected to exceed Q1.
Positive Areas: • Medicare Advantage and Prescription Drug Plan businesses outperforming expectations. • Strong expense management.
More details to be shared on July XX.
With valuations and types of exposure going into this, I would be most concerned with $MOH (down ~11% now).
$OSCR (also down 11%) has potential double risks due to recent run-up in share price.
$CNC (down 24%) is at 9-10x earnings for current year after adjusting for EPS impact.
XXXXXX engagements
Related Topics marketplace insurance $moh coins healthcare oscar $cnc stocks healthcare $oscr