I have now gone among the chart technicians and found out that $UNH (-1,43 %) has formed a textbook "fuck you" formation:

I hope I don't get banned for posting too much here this morning. But it's not spam and I'm having a lot of fun exchanging ideas with you and sharing my thoughts (about the stock market).

Today I have the following considerations.

Today I will look at the development at the opening of $UNH (-1,43 %) today. Yesterday they reached the upper limit of my trading range at 325$. I could therefore imagine a setback. I have in mind a turbo with KO at 350$, which I have already traded once with good success. However, the volatility in the share was higher than at the moment.

I also have my eye on inliners on gold and silver, which would yield well over 100% with a term until October.

That's all for now. Have a great trading day. It's going to be very hot either way😅

$CNC (-1,88 %)
$CI (-1,4 %)
$OSCR
$UNH (-1,43 %)
$HUM (+0,46 %)
$CVS (-0,13 %)

$CNC (-1,88 %) Centene has withdrawn its earnings guidance for 2025 after new data showed significantly higher morbidity and lower than expected growth in the Marketplace business. This resulted in a decline in net revenue from risk adjustment of approximately $1.8 billion and a decline in earnings of approximately $2.75 per share. Medicaid costs are also rising, particularly in the areas of mental health, home care and expensive drugs in states such as New York and Florida. $CNC (-1,88 %) plans a price correction for 2026 and will provide more information in its Q2 results on July 25.

Oscar Health $OSCR is also down due to its high presence in this area, as are other insurance stocks such as $HUM (+0,46 %) , $CI (-1,4 %) and $UNH (-1,43 %) . $CNC (-1,88 %) will announce further details on its Q2 results on July 25.

Centene $CNC (-1,88 %) has withdrawn its forecast for 2025 due to rising ACA/Medicaid costs. (The Affordable Care Act (ACA), also known as ObamacareACA) accounts for 72% of the business of $CNC (-1,88 %) business.

$UNH (-1,43 %) has withdrawn from many ACA markets and it now accounts for only a small part of their business.

$CNC (-1,88 %) also reported that Medicare Advantage plans are doing better than expected, could be a positive for $UNH (-1,43 %) positive as many people now have to self-insure.

$UNH (-1,43 %)

Molina $US60855R1005 (-1,71 %) - 80 %

Centene $CNC (-1,88 %) - 52 %

Elevance $ELV (+0,56 %) - 25 %

UnitedHealth $UNH (-1,43 %) - 11 %

CVS Health (Aetna) $CVS (-0,13 %) - 6 %

Companies that in my opinion have upside potential on positive news.

Healthcare sector in general with a lot of catch-up potential, can in my opinion be well overplayed. $XDWH (-0,31 %) play.

Do you have any sectors that you play via ETFs and if so, which ones?

I would be interested, I will probably now also set up a savings plan on $DAPP (+0,59 %) and make a first purchase.

• Expansion of the money supply
• Possible fall in interest rates
• Debt of the USA (repayment 1/3 this year)
• and much more

In my opinion, this should $BTC (-0,12 %) and a large part of the associated companies.

(Even if we are already somewhat further advanced)

Looking forward to your opinions and sector ETF's, even if they are only short term positions.

Normally I only go for individual stocks, but as I hardly want to hold cash, I feel very comfortable in the healthcare sector at the moment. ✌️

I have currently received around €6000 from my building society savings and am still a little undecided about what to do with it.

The easiest, probably not the most profitable, option would be to simply invest the money through my savings plans over the next 4 months.

The second, the "boring" one, would be to invest it all in my MSCI World.

The third would be to invest in individual stocks. However, at the moment I can't find many that are interesting for me (some from the pharmaceutical sector $UNH (-1,43 %) , $SAN (-1,23 %) or $RIO (-0,19 %) or $FANG (-1,53 %) from the commodities/oil sector)

What would you advise or which positions are interesting for you at the moment?

At least psychological damage limitation from $UNH (-1,43 %) 😂

What do I do with this stock when it's down big time? Happy to share opinions ✌🏽

Away from the usual suspects in the healthcare sector - from $NOVO B (-1,38 %) to $UNH (-1,43 %) to $MRK (+1,32 %)
$HIMS (+1,68 %) and so on - there are still some rather unknown but highly exciting players.

One such gem recently came across my path - Catalyst Pharmaceuticals $CPRX (-1,21 %) A company in the biotech sector that rarely or never appears in the headlines, but has been growing consistently for years and impresses with its skillful scaling.

$CPRX (-1,21 %) Catalyst Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company focused on the development and commercialization of drugs for patients with rare diseases in the United States.

The company was founded in 2002 and is headquartered in Coral Gables, Florida.

What exactly does $CPRX (-1,21 %) Catalyst Pharmaceuticals do?

THE BUSINESS MODEL of $CPRX (-1,21 %) 🧠

The company focuses on the development and commercialization of therapies for people with rare, chronic neuromuscular and neurological diseases.

Catalyst Pharmaceuticals $CPRX (-1,21 %) has strategically positioned itself as a commercial-stage biopharmaceutical company dedicated to addressing the significant unmet needs of patients with rare and difficult-to-treat diseases. The company's business model is focused on the in-licensing, development and commercialization of novel, high-value medicines, a strategy that has successfully transitioned it from a development-focused company to a profitable, multi-product commercial company. This journey, funded primarily through product sales and strategic capital raises, has culminated in a diversified portfolio of three key therapies: FIRDAPSE for Lambert-Eaton Myasthenic Syndrome (LEMS), FYCOMPA for epilepsy and AGAMREE for Duchenne Muscular Dystrophy (DMD).

At the heart of the Catalyst approach is a deep commitment to patients, manifested in comprehensive support programs such as Catalyst Pathways and financial support initiatives designed to ensure access to treatment. This patient focus, coupled with a disciplined "buy and build" strategy, forms the core of the investment thesis: leveraging operational excellence and financial strength to acquire and successfully commercialize differentiated rare disease assets to create sustainable value.

The company offers the following products:

The top product is Firdapsewhich treats a range of muscle diseases. These include myasthenic Lambert-Eaton syndrome, a disorder in which the immune system attacks the body's own tissue. It causes muscle weakness and mobility problems.

FIRDAPSE is protected by several patents and regulatory property rights in the USA. As only FDA-approved treatment for LEMS in the USA, FIRDAPSE enjoys FIRDAPSE enjoys a strong market position. The company has consistently demonstrated its ability to drive organic growth for this therapy years after its initial launch

The key compound patent protecting methods of administering 3,4-diaminopyridine was granted in October
2020 and runs until April 7, 2034.

Further products:

• FycompaA novel, non-competitive selective antagonist at the postsynaptic ionotropic glutamate receptor of the AMPA (alpha-amino-3-hydroxy-5-methyl-4-isoxazolepropionic acid) type. It is used for the treatment of focal seizures and tonic-clonic seizures.
• AGAMREEthe recently launched DMD treatment, is rapidly establishing itself in the market and shows promising early adoption, balanced patient recruitment from competitors and potential for long-term differentiation supported by ongoing real-world evidence studies.

In addition, there are several other patents relating to bioavailability and specific dosage forms, which run until June 2032.

One particularly strong patent on the stability of the active ingredient even runs until February 25, 2037.

In addition, a settlement was reached with the generics manufacturer Teva, which stipulates that generic versions of Firdapse may not be launched in the USA until February 25, 2035 at the earliest.

The patent protection for Firdapse is comparatively long, so Catalyst $CPRX (-1,21 %) is therefore in a comfortable situation 💪

Since the leap into profitability Catalyst Pharma has been able to $CPRX (-1,21 %) multiplied its earnings from USD 0.30 to USD 1.31 per share.

Let's switch to the figures 🔢

GROWTH AND SCALING 🚀

As we can see $CPRX (-1,21 %) so far (since 2020) in the high double-digit growth, including the last two years 2023 & 2024🚀

What are the reasons for this strong growth? 🚀

the growth drivers 🔝

• Firdapse is by far the strongest segment in terms of sales with USD 306 million in 2024 (+18%) and a share of total sales of over 60%

followed by

• Agamree launched in March 2024 and already generated USD 46 million in net sales with a share of total sales of 9,4%
• Fycompa generated USD 137.3 million, stable compared to the previous year with a share of total sales of 27,9%

and other sales of USD 2.4 million only account for a share of 0,5% account for only 0.5%.

Financial strength and strategic flexibility

The financial health of Catalyst $CPRX (-1,21 %) is a significant strength that underpins its growth strategy. The company ended the first quarter of 2025 with a robust cash and cash equivalents of 580.7 million US dollarsThis strong liquidity position is supported by consistent cash flow generation from operations, which totaled $60.0 million in the first quarter of 2025. The company operates without debt and offers significant financial flexibility.

GUIDANCE FOR 2025🔮

• FIRDAPSE: USD 355-360 million

• AGAMREE: USD 100-110 million

• FYCOMPA: USD 90-95 million (loss of exclusivity from May/December 2025)

• Total sales 2025: Expected USD 545-565 million

• Firdapse remains the sales pillar, is growing solidly and is expected to close at the upper end of the guidance range.
• Agamree gains market penetration - a promising start with strong growth.
• Fycompa delivers stable sales, but patent expiry threatens pressure in 2026
• Overall growth in product sales is clearly in the double-digit range - positive basis for further growth.

What do the analysts say? 📊

my conclusion $CPRX (-1,21 %) Catalyst Pharmaceuticals ✍️

• Steady, dynamic growth since 2020 - sales quadrupled in just four years.
• 2022/23 as catalysts through market launches and expansion.
• CAGR over 5 years at around +37 %, significantly outperforms many competitors in the biotech sector .
• TTM sales continue to grow, currently over USD 530 million (Q1 2025).

$CPRX (-1,21 %) Catalyst Pharmaceuticals has demonstrated strong commercial execution and strategic acumen, culminating in a record-breaking first quarter in 2025 and a reaffirmed optimistic outlook for the full year. The core investment thesis focuses on the company's ability to grow its profitable FIRDAPSE franchise and its rapidly growing AGAMREE assets supported by a robust balance sheet to drive continued growth through organic market penetration, lifecycle management initiatives and disciplined portfolio expansion through acquisitions and partnerships. While the impending loss of exclusivity for FYCOMPA represents a short-term headwind, the company's focus is positioned to maximize the value of this asset while strategically investing in its rare disease pipeline, particularly the differentiated AGAMREE and the durable FIRDAPSEfor long-term success. The strategic pivot to focus on the undiagnosed cancer-associated LEMS population and the ongoing studies to further differentiate AGAMREE underline the proactive efforts to expand market opportunities.

$CPRX (-1,21 %)

My first impression: What I have been able to find out in the last few days about $CPRX (-1,21 %) is quite positive, which is why I opened my first position a few days ago and will add to it if it falls further.

I hope I haven't forgotten anything in this introduction 🫣 Have any of you been invested here for a while? And maybe more information for me that would be nice 😬

Would a company like $CPRX (-1,21 %) something for your portfolio? @Tenbagger2024
@Max095

You are currently looking for health stocks 🧐 @BamBamInvest

THANKS FOR READING ✌️

Hello dear people!

I am looking for new and interesting stocks for my long-term portfolio and would like to build up a few new positions.

They should be growth stocks with high quality, away from the big tech stocks.

In addition, they should be rather cheap/fairly valued.

Dividends are not a priority for my investment strategy, so classic defensive dividend stocks would not be an option for me.

Either purchase in tranches or as a monthly savings plan.

Thought I'd ask the great GQ community for advice, maybe you can give me a few new ideas or some inspiration and tell me your favorites 💡

I'm looking forward to your answers/comments 🤗

$IWDA (+0,03 %)
$VWRL (+0,5 %)
$VWCE (-0,01 %)
$CSPX (+0,07 %)
$NVDA (+0,77 %)
$MSFT (+0,82 %)
$GOOGL (-0,42 %)
$AMZN (+1,27 %)
$NOVO B (-1,38 %)
$NU (-0,35 %)
$ASML (+1,16 %)
$NOVO B (-1,38 %)
$1211 (+0,63 %)
$MA (+0,08 %)
$BRK.B (-0,72 %)
$UNH (-1,43 %)

$NOVO B (-1,38 %)
$HIMS (+1,68 %)
$LLY (-0,48 %)
$UNH (-1,43 %)

- Lawmakers propose cutting Wegovy and Zepbound from Medicaid to reduce $12 billion deficit

- Would save $680 million annually through 2029 if passed

Source: Bloomberg Law

Novo Nordisk is under investigation by the Spanish Ministry of Health for possible illegal advertising of its hit drug Wegovy. The authorities believe that an online campaign related to Novo could be classified as indirect advertising for a prescription drug, which is prohibited. The website is now offline. Shares fell as much as 2.8% in Copenhagen on Wednesday. (via Bloomberg)