Kindred Healthcare Inc
How Is UNH’s Optum Business Positioned in the Industry?
UnitedHealth Group is, by revenue, the largest healthcare company in the world.
Company & Industry Overviews
Adeptus Health Leads the Small-Cap Space with 3.6% Gain
Adeptus Health (ADPT) rose by 3.6% on November 10, 2015. The stock rose following its announcement that it had officially opened its first Texas hospital.
Point72 Asset Management lowers its position in Shutterfly
Shutterfly generates the majority of its revenues from professionally bound photo books, greeting cards, personalized calendars, and other photo-based merchandise.
Point72 Asset Management increases position in Kindred Healthcare
In October, Kindred entered into a definitive agreement to acquire Gentiva Health Services, Inc. (GTIV) for $1.8 billion.
A key overview of Point72 Asset Management’s 13G filings
Point72 Asset Management focuses primarily on discretionary long and short equity investing and makes significant quantitative and macro investments.
Analyzing hospital expenses: Breaking down the important costs
You can break down average hospital costs into salary expenses, supply expenses, bad debt expenses, and miscellaneous expenses. Labor costs account for about 49% of expenses, and they’re the biggest expenses for hospitals.
Point72 Asset Management adds position in Applied Genetic Tech
Using the company’s partnerships and experience in ophthalmology, it plans to expand into a disease indication with a larger market. The company says it expects to place a new product candidate for this large market opportunity into development some time in 2015.
Point72 Asset Management takes position in CymaBay Therapeutics
CymaBay Therapeutics is a clinical-stage biopharmaceutical company formerly known as Metabolex. It develops therapies to treat metabolic and rare diseases with high unmet need.
Point72 Asset Management opens new position in Pier 1 Imports
E-commerce represented approximately 1% of total sales in fiscal 2013, 4% in fiscal year 2014, 9% in the first quarter of fiscal 2015, and 9.7% in the second quarter of fiscal 2015.
Point72 Asset Management raises stake in Lumber Liquidators
The company “saw improvement in net sales trends over the course of the quarter as inventory levels recovered and the fall flooring season began.” But the shares are down 49% in the year to date.
Point72 Asset Management ups position in Kindred Healthcare
The new company will be the largest and most geographically diversified home-health and hospice organization in the United States. It’s expected to generate pro forma annual revenues of approximately $7.1 billion.
Point72 Asset Management adds to position in Kraton Polymers
Kraton is a leading global producer of engineered polymers and one of the world’s largest producers of styrenic block copolymers. The company reported sales revenue of $323.8 million in the second quarter.
Point72 Asset Management raises position in Insmed
“If approved for NTM patients, we believe Arikayce would be the first and only approved inhaled antibiotic for the treatment of NTM lung infections.” – Insmed
Point72 Asset Management increases position in AMC Entertainment
The additional capital will support AMC’s strategic focus on more guest comfort and convenience, enhanced food and beverage, and premium sight and sound.
Why did new high yield bond issuance spike last week?
High yield issuance last week rebounded sharply from the past two weeks’ lows. Issuers took advantage of strong market conditions for debt offered at relatively low borrowing costs.
Why leveraged loans were all about refinancing last week
Nineteen issuers came to market with an average ticket size of $728 million. This compares to 20 deals that hit the leveraged loan market the previous week, with the average ticket size of $750 million.