[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.]  zipjet [@zipjet](/creator/twitter/zipjet) on x 2671 followers Created: 2025-07-07 12:01:43 UTC Essentially, they are saying that the current year eps decline will be reversed as the insurance policies reprice. New contracts are typically signed in September or October for the following year. So in a perverse way, seeing the cost overruns that $CNC and $MOH are experiencing now is good timing for negotiations of the future pricing. So while EPS may drop to $4-4.50 this year, policies will reprice for next year and earnings rebound. CNC is cheap here.  XXX engagements  **Related Topics** [$moh](/topic/$moh) [insurance](/topic/insurance) [eps](/topic/eps) [$cnc](/topic/$cnc) [stocks healthcare](/topic/stocks-healthcare) [molina healthcare inc](/topic/molina-healthcare-inc) [Post Link](https://x.com/zipjet/status/1942192302635589703)
[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.]
zipjet @zipjet on x 2671 followers
Created: 2025-07-07 12:01:43 UTC
Essentially, they are saying that the current year eps decline will be reversed as the insurance policies reprice. New contracts are typically signed in September or October for the following year. So in a perverse way, seeing the cost overruns that $CNC and $MOH are experiencing now is good timing for negotiations of the future pricing. So while EPS may drop to $4-4.50 this year, policies will reprice for next year and earnings rebound. CNC is cheap here.
XXX engagements
Related Topics $moh insurance eps $cnc stocks healthcare molina healthcare inc