Jul. 31 at 9:30 PM
$UNH $CI $OSCR $ELV $CNC you all know me, I've been bearish on health insurers since May. I just heard Trump go to bat for members with regards to Pharmacy drugs. If he is able to help reduce costs, this will be a significant good guy for insurers as well as members. Pharmacy costs for US is astronomical and if they are able to get mandated cost reductions here this will help offset some of the other headwinds and pain that is coming Q3, Q4, and Q1 2026. I was going to write this earlier, I wouldn't mind being in UNH at this price point, although I think its likely to go down to
$220 area. That would be the level pre-Biden ACA was at and would the floor IMO. I saw an analyst call for
$190 as well - so I'm comfortable with that call.