https://www.wsj.com/articles/investors-warm-back-up-to-health-ins...

https://www.wsj.com/articles/invest...ealth-insurance-stocks-after-selloff-16f5e7a1

Hopefully HC doesn't hide under the doona with a link to Wall Street Journal.

• the Medicare program, known as Medicare Advantage, is a lucrative business line that is growing quickly.
• UnitedHealth ended 2022 with 7.1 million insured members
• Humana ended the year with 5.1 million members
• UnitedHealth trades at 25 times its earnings over the past 12 months (US$485B MC)
• Cigna Group trades at 13 times earnings (US$80B MC)

I recall the pie chart from the HY announcement that showed big pharma spend US$16B annually on digital marketing, communications, medication awareness, access and adherence channels, with MedAdvisor earning less than 1% (in reality even less - much less).

Whilst Management stated revenue to moderate after the bumper December quarter, I'm hopeful it will be $20M+.

4DX announce their first US SaaS contract for a single hospital and their market cap jumps to $235M over the next week.

They hold $45M cash but only received $739,000 in receipts in the last 4C.

Without the Government R&D grant, it would have been an $11M loss for December.

There was no revenue numbers on the announcement and the share price may come down over time, but I find it difficult to understand why the market rewards these companies and ignores others in better positions.