United Health Group Archives - Vista Partners LLC

Healthcare’s Quiet Reboot: Why P3 and Amwell Are Leaning Into the Hard Work -( $AMWL $PIII )

by John F. Heerdink, Jr. 4 days ago 159Views 0Likes

In a quarter where the market preferred flashy AI tickers to unglamorous healthcare plumbing, P3 Health Partners (PIII) and Amwell (AMWL) quietly reported results that suggest the real work in healthcare is happening far from meme stocks and momentum screens. Both companies…

Healthcare With Altitude: PACS Delivers, and Salt Lake City Joins the Big‑Cap Conversation -( $PACS )

by John F. Heerdink, Jr. May 12, 2026 301Views 0Likes

PACS Group, Inc. is giving Wall Street a reason to smile, with its Salt Lake City roots, NYSE ticker PACS, and a stock that is rallying smartly today while still showing solid gains over the year despite bouts of volatility. From the Wasatch…

Cash, Churn and Checkups: Reading Between the Lines of Amwell’s Q1 2026 -( $AMWL )

by John F. Heerdink, Jr. May 7, 2026 173Views 0Likes

Amwell’s (NYSE: AMWL) first-quarter scorecard reads like a classic Wall Street turnaround chapter: the top line is shrinking, but the balance sheet is fortified, losses are tightening, and management is whistling its way toward cash-flow breakeven by year-end. Cash, Costs and a…

Telehealth After the Sugar High: Why Amwell Thinks Its Platform Days Are Just Getting Started -( $AMWL $DOCS $HIMS $TALK $TDOC )

by John F. Heerdink, Jr. May 5, 2026 282Views 0Likes

Amwell’s (NYSE: AMWL) latest story is a quiet telehealth turnaround: a company that spent the last cycle building infrastructure now talking more about operating leverage, sticky SaaS, and a disciplined path to growth – all while the rest of digital health is…

Medicare’s Money Surprise: Why UnitedHealth and Humana Just Got a Policy Pay Raise -( $CNC $CVS $ELV $HUM $MOH $UNH )

by John F. Heerdink, Jr. April 7, 2026 295Views 0Likes

UnitedHealth just got the policy equivalent of a surprise bonus check from Washington — and Wall Street is cashing it just as fast as the insurers are. Medicare’s Big Reveal: From Nail-Biter to Tailwind For months, Medicare Advantage insurers had been bracing…

Good Friday’s US Jobs Report Surprise: 82k New Healthcare Jobs Give the Economy a Second Opinion -( $FIGS $QQQ $SPY $DIA )

by John F. Heerdink, Jr. April 3, 2026 358Views 0Likes

The latest March jobs report delivered the economic equivalent of a plot twist: the US economy added 178,000 jobs while the unemployment rate fell to 4.3%, confounding forecasts that had braced for a far softer print. Instead of signaling a labor market…

Hologic’s $18B Sale to Blackstone, TPG Underscores Private Equity’s Push Into Women’s Health -( $BX $HOLX $TPG )

by Vista Partners LLC October 21, 2025 401Views 0Likes

Blackstone (BX) and TPG (TPG) are taking women’s health leader Hologic Inc. (HOLX) private in one of the largest healthcare buyouts of 2025, valuing the Massachusetts-based company at up to $18.3 billion including debt. The all-cash deal, announced Tuesday, will pay Hologic…

Reinventing Diabetes Care: Modular Medical’s Bold Bet on Simpler, Smarter Insulin Delivery – ( $MODD )

by John F. Heerdink, Jr. August 7, 2025 381Views 0Likes

Modular Medical (NASDAQ: MODD), a potential disruptor in diabetes care technology, is rapidly moving from visionary concept to tangible innovation as it propels its FDA cleared MODD1 insulin patch pump toward commercial launch. The company has recently validated its MODD1 cartridge manufacturing…

U.S.-Based GeoVax Emerges as Key Monopoly Challenger Amid $2.99B Bavarian Nordic Takeover – ($GOVX $IBB $XBI)

by John F. Heerdink, Jr. July 31, 2025 368Views 0Likes

Bavarian Nordic, a leading Danish vaccine manufacturer best known for its MVA-BN (Modified Vaccinia Ankara–Bavarian Nordic) smallpox and mpox vaccines, recently agreed to a $2.99 billion takeover by private equity firms Permira and Nordic Capital. Shareholders are being offered 233 Danish kroner…

United Health Group

Your Guide To Staying Informed In The Markets