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Business

Bausch Health's Deep Discount: Market Overshoot or Justified Skepticism?

With shares languishing near $5.74, Bausch Health Companies (BHC) presents a stark valuation puzzle. While a standard DCF model suggests a staggering 91% undervaluation, the market's persistent sell-off reflects deep-seated concerns over the company's restructuring path and debt burden. We examine the numbers behind the divergence.

Business

Oscar Health Faces Headwinds as CMS Proposes Tighter Medicare Advantage Rules

The Centers for Medicare & Medicaid Services (CMS) has unveiled a proposed payment update for Medicare Advantage plans that falls below industry expectations, coupled with stricter risk-adjustment regulations. This dual challenge pressures insurers like Oscar Health (NYSE: OSCR), whose tech-driven model is now under the microscope as profitability margins face a squeeze.