Aug. 4 at 4:09 PM
$BRKR missed estimates again, lowers outlook, issues below.
Healthcare other issues caused 60%+ drop in 2025 for
$UNH ,
$CNC big impact by Medicare & Medicaid cuts (Big Beautiful Bill of July 4th) , which will also have a big impact on
$FOXO whose business is 95%+ medical clinic & hospital very dependent on Medicare & Medicaid .
" We are lowering our financial guidance for FY 2025, while we gain improved visibility into
1. US academic funding trends,
2. China stimulus,
3. finalized tariffs,
4. timing of a recovery in biopharma drug discovery and industrial research instruments demand."
$BRKR was an important company for several years, but started to revs/earnings downtrend even before tariffs. Perhaps some shift away from hardware instruments in drug discovery to more software based
