1.
$Oscar Health, Inc.(OSCR)$ with preliminary earnings and revisions to guidance for 2025:
- Revenue target raised to $12B
- Expected EBITDA loss is $130M
- MLR raised to 86% from 81%
They are filing for price increases in 98% of marketplaces.
OSCR +7% pre-marjet.
They are navigating.
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2.
You gotta have the right perspective about OSCR.
Raising top-line guidance while legacy healthcare loses the ground is INSANE.
Rising MLR is incidental and industry wide, nothing special to OSCR.
Despite the headwinds, they kept the 2027 guidance.
This is called execution.
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Mkknns