Healthcare
from24/7 Wall St.
3 hours ago5 Stocks That Should Benefit from the 2026 Medicare Advantage Rate Decision
Medicare Advantage payment rates increased by 2.48%, benefiting private insurers and improving margins for companies like Humana.
"There's so much discussion about the restrictions on medication abortion that are not evidence-based. It's exciting to see science pointing us in another direction, where access could be expanded."
Incyte tops this list due to its rare combination of commercial scale, cash generation, and pipeline depth. The company posted FY2025 revenue of $5.14 billion, up 21.2% YoY, anchored by Jakafi generating $828.2 million in Q4 2025 alone (+7% YoY) and Opzelura delivering $207.3 million (+28% YoY). With $3.58 billion in cash and 14 pivotal clinical trials underway, Incyte offers an acquirer immediate revenue, margin expansion potential, and a deep oncology pipeline spanning KRASG12D, CDK2 inhibition, and mutCALR.
Many of the medicines on TrumpRx include brand-name drugs that patients can find cheaper elsewhere as generics. For instance, Protonix for heartburn is available for $200 on TrumpRx, but the generic version, pantoprazole, costs less than $30 with a GoodRx coupon.
Pharmacy benefit managers (PBMs) are opaque intermediaries-and they are unpopular with figures including Mark Cuban, who told Fortune that the way they bargain over drug prices is absurd, something that would never happen at the very same pharmacies buying a package of Pringles potato-chip products.
The idea echoes a policy implemented during his first term, when Trump suggested that requiring hospitals to post their charges online could ease one of the most common gripes about the health care system the lack of upfront prices. To anyone who's gotten a bill three months after treatment only to find mysterious charges, the idea seemed intuitive. "You're able to go online and compare all of the hospitals and the doctors and the prices,"
We provide thought partnership. When a company is developing a drug, there's a lot of work involved, such as understanding the science, designing a study and generating good data. We come in and explain what the standard of care looks like today for their patient population, and what we think it will look like in five to eight years or whenever they plan to launch their therapy.
The 340B program allows hospitals to buy outpatient drugs at steep discounts, with the purported purpose of helping them fund care for low-income and uninsured patients. The now-axed rebate model would have invited drugmakers to participate voluntarily in a rebate-based discount system. Basically, instead of the provider receiving a discount upfront at purchase, the 340B discount would be applied after purchase via rebate - and subject to tedious data submission requirements.
Public health consultant Dr Ross Keat said supporting people earlier to make small preventative changes would make "a big difference later on". Some 3,500 people in the north of the island within that age bracket are eligible for the checks. The checks will be carried out by two pre-existing nurses that support GP staff and would not replace GP appointments, Keat explained, adding that the cost would be minimal and absorbed by Ramsey Group Practice.
Between March 2020 and March 2022, over 100 million telemedicine services were delivered to approximately 17 million Australians. The Australian government invested $409 million to make telehealth permanent, whilst the UK announced £600 million for digital health infrastructure in April 2025. Patient adoption is equally impressive: 60% find telemedicine more convenient than in-person appointments, 55% report higher satisfaction with teleconsultations, and 74% of millennials prefer virtual appointments for routine care. These aren't temporary shifts; they represent a fundamental transformation in healthcare delivery.
The Covid-19 pandemic spurred a rapid expansion of health tech companies, and new market realities post pandemic meant it was only a matter of time before some consolidated. Indeed, investors in recent years predicted greater M&A activity only to never see it materialize either in 2024 or 2025. But 2026 may be the year the predictions do come true. Consider the deals announced in just over a month: