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MBS Digest
| Ticker | Company | Price | 90-day % | 52-wk High | 52-wk Low |
|---|---|---|---|---|---|
| CNC | Centene Corporation | $63.68 | +83.2% | $66.55 | $25.08 |
| UNH | UnitedHealth Group Incorporated | $406.68 | +42.4% | $415.98 | $234.60 |
| TDOC | Teladoc Health, Inc. | $7.58 | +40.6% | $9.77 | $4.40 |
| HIMS | Hims & Hers Health, Inc. | $33.54 | +34.8% | $70.43 | $13.74 |
| RYTM | Rhythm Pharmaceuticals, Inc. | $101.39 | +12.0% | $122.20 | $60.80 |
| RHHBY | Roche Holding AG | $49.15 | -4.6% | $60.85 | $37.51 |
| AZN | AstraZeneca PLC | $176.43 | -8.1% | $212.71 | $137.22 |
| VKTX | Viking Therapeutics, Inc. | $32.37 | -10.1% | $43.15 | $22.96 |
| THC | Tenet Healthcare Corporation | $178.75 | -18.5% | $247.21 | $146.60 |
| ALT | Altimmune, Inc. | $2.93 | -19.1% | $7.73 | $2.56 |
| GPCR | Structure Therapeutics Inc. | $45.51 | -19.7% | $94.90 | $15.80 |
| HCA | HCA Healthcare, Inc. | $376.99 | -28.2% | $556.52 | $330.00 |
The strongest 90-day moves in this basket came from managed-care and virtual-care names rather than the obesity-drug developers. That matters for MBS leaders because payer economics and remote prescribing infrastructure are now shaping patient flow as much as drug efficacy headlines. Centene, UnitedHealth, Teladoc, and Hims & Hers moved higher over the period, while several development-stage obesity names traded lower despite continued interest in the pipeline.
The therapeutics group remains volatile. Structure, Viking, Altimmune, Roche, AstraZeneca, and Rhythm each sit in different parts of the obesity and metabolic-disease ecosystem, from oral small molecules to rare-disease obesity and broader cardiometabolic portfolios. Their dispersion is a useful reminder that the market is sorting mechanisms, dosing convenience, tolerability, and commercial access rather than buying every obesity-adjacent story equally.
The provider names add another lens. HCA and Tenet were negative over the 90-day window, which keeps hospital operating conditions and capital discipline in view. For bariatric programs, that background can affect OR access, robotics investment, staffing, payer contracting, and the appetite for comprehensive obesity-care expansion.
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