US Healthcare Services: Weekly Checkup – Events Calendar / Key Research / Data Trends / Performance & Valuation

研报英文原文证据摘录

US Healthcare Services: Weekly Checkup – Events Calendar / Key Research / Data Trends / Performance & Valuation

J P M O R G A N North America Equity Research

04 July 2026

US Healthcare Services

Weekly Checkup – Events Calendar / Key Research /

Data Trends / Performance & Valuation

Summary of key research across our coverage universe, including Managed Care Managed Care and Facilities

ACand Healthcare Services (Lisa Gill), Managed Medicaid (John Stansel, CFA), Lisa C. Gill

Hospitals and Facilities (Ben Rossi). Below, please find our calendar of upcoming (1-212) 622-6466

and recent events, this week’s research, an overview of data trends (IQVIA Rx lisa.c.gill@jpmorgan.com

volumes and sales, MCO enrollment, national health expenditures, etc.), a John Stansel, CFA

snapshot of stock performance and valuation, and other long-term research pieces. (1-212) 622-0083

john.stansel@jpmorgan.com

Benjamin Rossi

(1-212) 622-9603This Week – Key Research & Events

benjamin.rossi@jpmorgan.com

Calendar Cole Harris

(1-212) 622-9068

cole.harris@jpmorgan.com

Analyst & Corporate Access Events J.P. Morgan Securities LLC

Recent Events

• Expert Call on the ACA Exchanges with Consulting Actuary (Wednesday,

June 24)

• Call replay here

• Takeaway note here

• Healthcare Services June Check-Up Call – Evaluating Shifting Sentiment and

Data Points Across Managed Care, Distributors and Facilities (Monday, June

8)

• Detailed slide deck here

• Note here

This Week’s Key Research

Contents

• Healthcare Services – Key Considerations for Healthcare Services Ahead of This Week – Key Research & Events Calendar 1

the 2026 Midterm Elections Analyst & Corporate Access Events 1

Recent Key Research 2

• Managed Care IQVIA Rx Volumes & Sales 3

Medicare Enrollment & Market Shares 6