News from Nashville

研报英文原文证据摘录

News from Nashville

RBC Capital Markets, LLC

Ben Hendrix (Analyst)

(615) 372-1323, ben.hendrix@rbccm.com

Michael Murray, CFA (AVP)

(615) 372-1321, michael.murray@rbccm.com

Drew Sterrett (Associate)

(615) 487-8638, drew.sterrett@rbccm.com

June 29, 2026

News from Nashville Quote of the week “We have a major crisis in our healthcareRESEARCH system, its a fixable one. We are twice as A weekly perspective on Healthcare: industry and

company news, valuation update expensive to take care of as a people as any other country... Chronic diseases drives 70% of

Our view: U.S. equities finished the week mixed, with the S&P 500 our budget. ” — Dr. Mehmet Oz, Administrator

down 2.0% and the Nasdaq falling 4.6%, while healthcare outperformed for the Centers for Medicare & Medicaid

the broader market. In managed care, we initiated coverage of Centene Services (CMS), this week at a conference

(CNC) and Molina Healthcare (MOH) both at Sector Perform. We also

took Sonida Senior Living (SNDA) on the road in Chicago, coming away Healthcare sub-sector stock price performanceEQUITY incrementally positive and raising our price target to $48 as the company for the week ended June 26th, 2026

enters its compounding growth phase. Weekly

Highlights for the week ended June 26th Diagnostic Imaging 13.0%

Sector price performance: For the week ended June 26th, healthcare Senior Living 11.8%

services underperformed the broader market, with the S&P Healthcare Home Health 9.3%

Services Select up 7.4% (+0.3% the prior week) vs. the S&P 500’s 2.0% Ambulatory Surgery 8.7%

decrease (+1.4% the prior week). Acute care hospitals were up 7.0% S&P 500 Health Care 7.9%

on average (-2.7% the prior week), and Managed Care was up 6.7% on SNFs 7.7%

average (-1.0% the prior week).