Health Care Up With Risk Appetite - Health Care Roundup

Dow Jones
Jul 11, 2025

Health-care companies rose as traders jumped back into the riskiest niches of the stock market, including biotech.

Shares of health insurance firms such as Molina Health, Centene and Humana fell. Analysts at brokerage Morgan Stanley cut their price targets for several managed-care firms, including Molina Health, which recently issued a profit warning.

"The culprit for Molina's reduced view is incremental medical cost pressures across all three of its lines of business (Medicaid, Medicare, and Marketplace...)," said the Morgan Stanley analysts, warning that Molina could continue to see higher uptake of medical coverage. For managed-care firms, "near-term challenges obscure long-term opportunities," the analysts warned.

Genesis Healthcare, which operates about 175 U.S. nursing facilities, filed for bankruptcy, reeling under the weight of legal costs from personal-injury and wrongful-death claims.

 

Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

July 10, 2025 17:12 ET (21:12 GMT)

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