Spoke with @CMSGov officials at @aspenideas about their priorities, including Medicaid work requirements and the GLP-1 bridge program, and the agency reorganization. HHS Chief Counselor Chris Klomp says we’ll hear about a new FDA nominee soon.
https://t.co/Jy5uIL7lC3
On preparing for the next pandemic, @ashishkjha says “politics and policy do go together whether we like it or not.”
He and @jessicamalaty say CDC needs to focus on communicating policy better. @aspenideas: Health #healthpolicy
Great discussion this morning on GLP-1 impact on the economy, with new @PwC data.
The best question was from the @aspenideas: Health audience:
Given the rapid consumer-driven transformation in how the drugs are accessed, how do we make that happen in the overall health system?
Nearly 20% of U.S. households have someone on GLP-1s, according to @PwC. And it’s changing spending, starting with how a lot of us buy the meds through DTC channels.
We'll dig into all of it at @aspenideas Ideas: Health next week!
#GLP1#healtheconomics#AspenIdeasHealth2026
I was on the wrong end of the train to thank him in person, but have to give a shoutout to the conductor on this Brooklyn-bound 2 train who was just so pleasant and clear with his announcements. Helped make my day. The @MTATips should clone him!
Earlier this week at @PhRMA Forum, I pressed @DrMakaryFDA about the agency’s rejection of Moderna’s vaccine application. @politico reports the WH did, too, citing unnamed sources. https://t.co/87FqVWMfJR
Great to be invited to @PhRMA Forum to moderate a session with @DrMakaryFDA. It got a little spicy when I pressed him about last week’s Moderna RTF but he was game to answer the questions… https://t.co/1MvWn6KdjV
I'm retiring from @cnbc. This week I've round myself thinking of this line from a Robert McCloskey children's book:
"You're a little bit sad about the place you are leaving, a little bit glad about the place you are going. It is a time of quiet wonder." https://t.co/EyMyraT3Nf
I started at @CNBC 23 years ago today. An early big story I covered was Katrina in 2005, when I grossed out the control room reporting on a company that decontaminated water. We took some from a yucky puddle, treated it and then I drank it.
Nothing like hearing "Eww" in your ear!
5 months into a complete leadership overhaul, $UNH Chair & CEO Stephen Hemsley says in release: "We remain focused on strengthening performance and positioning for durable and accelerating growth in 2026 and beyond."
$UNH shares on pace to open at a 5-month high after a Q3 beat:
$2.92 eps vs $2.79 est.
Revs. $113.2 B vs $113 B est.
-Raises 2026 guide to at least $16.25 eps vs $16.20 est.
Today's results break a 2-quarter losing streak and point to start of turnaround...
$UNH Results driven by better than expected $87.1 B UnitedHealthcare insurance revenues, Medical cost ratio 89.9% 80 bps better than expected.
But on the services, the Optum Health physician practice still facing headwinds, while revs beat, oper. margin was 1% vs 8.3% a year ago.