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Patient Capital Opportunity Equity Strategy Initiated a Position in UnitedHealth Group Incorporated (UNH) on a Dip
Patient Capital Opportunity Equity Strategy Initiated a Position in UnitedHealth Group Incorporated (UNH) on a Dip

Yahoo

time19-07-2025

  • Business
  • Yahoo

Patient Capital Opportunity Equity Strategy Initiated a Position in UnitedHealth Group Incorporated (UNH) on a Dip

Patient Capital Management, a value investing firm, released its 'Patient Capital Opportunity Equity Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy generated a total return of 15.3% net of fees in the quarter compared to the strategy's unmanaged benchmark, the S&P 500 Index's 10.9% return. According to a three-factor performance attribution model, the selection effect contributed positively to the portfolio's performance, which was partially offset by allocation and interaction effects. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Patient Capital Opportunity Equity Strategy highlighted stocks such as UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is a diversified healthcare company that operates through UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month return of UnitedHealth Group Incorporated (NYSE:UNH) was -4.62%, and its shares lost 49.04% of their value over the last 52 weeks. On July 17, 2025, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $288.07 per share, with a market capitalization of $261.32 billion. Patient Capital Opportunity Equity Strategy stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its second quarter 2025 investor letter: "This quarter we entered five new positions, while exiting three. We initiated a position in UnitedHealth Group Incorporated (NYSE:UNH), one of the largest healthcare companies in the United States, after the stock declined more than 50% from its 2025 highs, reaching multi-year lows. The drop followed a rare misstep in its Medicare Advantage business, where higher-than-expected costs drove margin compression, a cut to EPS and ultimately, the withdrawal of forward guidance. In response, the company announced a leadership change, bringing back former CEO and current Chairman Stephen Hemsley. UNH has long been a market favorite for its consistency in growth, earnings and return on capital. The disappointment led investors to flee. While the short-term outlook remains murky, over the long-term we have confidence the company can improve underwriting margins. With all competitors focused on underwriting to margins, future pricing should be more rational and in line with current usage trends. Rebuilding investor confidence may take time, but we believe UNH's integrated platform and unique asset mix position it to remain a category leader and return to strong returns over time. Following the sell-off, several insiders stepped in to buy stock, most notably Stephen Hemsley with a $25M purchase and the CFO, John Rex, with $5M. The company also has an $8.4B buyback authorization (roughly 3% of shares) and a robust 10% free cash flow yield. Management remains confident in its ability to compound EPS at a 13 16% rate over the long term. We view the recent dislocation as an opportunity to own a high-quality compounder at a compelling valuation." A senior healthcare professional giving advice to a patient in a clinic. UnitedHealth Group Incorporated (NYSE:UNH) is in 18th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 139 hedge fund portfolios held UnitedHealth Group Incorporated (NYSE:UNH) at the end of the first quarter, which was 150 in the previous quarter. While we acknowledge the potential of UNH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered UnitedHealth Group Incorporated (NYSE:UNH) and shared Vulcan Value Partners' views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Hair Transplant for Men: Full Guide, Cost & Recovery Tips
Hair Transplant for Men: Full Guide, Cost & Recovery Tips

UAE Moments

time12-07-2025

  • Health
  • UAE Moments

Hair Transplant for Men: Full Guide, Cost & Recovery Tips

The Complete Guide to Hair Transplants for Men 1. Why Do Men Lose Hair? Hair loss in men is most commonly due to androgenetic alopecia (male pattern baldness), a hereditary condition linked to hormones like DHT. Other causes include: Stress or trauma Poor diet or malnutrition Medical conditions (thyroid, anemia) Certain medications Scalp infections Excessive hairstyling or heat damage 2. Types of Hair Transplant Procedures a. FUE (Follicular Unit Extraction) Individual hair follicles are extracted from the donor area and implanted into the thinning or balding area. Minimally invasive, no stitches. Leaves tiny dot scars, almost invisible. Popular for men who prefer short haircuts. b. FUT (Follicular Unit Transplantation / Strip Method) A strip of scalp is removed from the donor area, and follicles are dissected and transplanted. Leaves a linear scar on the donor site. Slightly more grafts can be extracted in one session. Often cheaper than FUE. c. DHI (Direct Hair Implantation) A more advanced variation of FUE using a pen-like tool to directly implant follicles. Often more precise but more expensive. 3. Duration of the Procedure 4. Recovery Timeline & When You Can Go Out 5. Side Effects & Risks Swelling (forehead/eyes for 2–3 days) Scabbing & itching Shock loss (temporary shedding of transplanted or existing hair) Redness and inflammation Numbness or tingling in donor area Infection or cysts (rare) 6. How to Minimize Side Effects Follow all post-op instructions from your surgeon Sleep with head elevated for 3–5 days Avoid exercise, swimming, or sweating for 10–14 days Don't scratch or pick scabs Use prescribed antibiotic shampoo and medication Avoid sun exposure for 2–3 weeks No smoking or alcohol for 1 week pre/post surgery 7. Hair Transplant Cost Cost varies by country, clinic reputation, technique, and number of grafts: Most clinics charge per graft: $1–$5/graft. 8. Patient Satisfaction & Results Most men report high satisfaction rates —typically 85–90%—if: The procedure is done by an experienced, licensed surgeon Post-op care is followed diligently Expectations are realistic (you may need a second session) The hair density and donor area are sufficient Common feedback includes: 👍 "Natural-looking hairline" 💬 "I look 10 years younger" 💡 "Best investment in my confidence" Should You Do a Hair Transplant? Hair transplants are more advanced and effective than ever. Whether you're struggling with hair thinning or bald patches, a transplant can offer long-term, natural results —but only if you do your research, choose a reputable clinic, and stick to the recovery plan.

Think Beyond Stroke in Sudden Facial Droop
Think Beyond Stroke in Sudden Facial Droop

Medscape

time02-07-2025

  • Health
  • Medscape

Think Beyond Stroke in Sudden Facial Droop

Infectious mononucleosis (IM), also known as the kissing disease or 'mono,' is typically caused by the Epstein-Barr virus (EBV). It is a clinical condition characterised by fever, lymphadenopathy, and pharyngitis. Bell's palsy is a condition that causes sudden, temporary facial paralysis or weakness on one side of the face. It can have various aetiologies, such as congenital, neurologic, infectious, neoplastic, or traumatic. This report describes the case of a woman who was diagnosed with Bell's palsy, a rare neurologic complication of EBV-associated IM. The Patient and Her History An 18-year-old woman with a medical history of low back pain and sinusitis presented to the clinic with complaints of fever, sore throat, and left-sided facial drooping. She reported noticing these symptoms 1 week prior. The neck pain had progressively worsened and radiated to the left ear. The patient also experienced difficulty forming words and was unable to raise her left eyebrow or smile due to facial drooping. She noted no improvement with over-the-counter medications and denied recent travel. Findings and Diagnosis On physical examination, several 1-cm mobile tender anterior cervical lymph nodes were noted. Tonsillitis with white exudates and left ear tympanosclerosis with associated pain were observed. The left corner of the mouth was drooping, and the patient had difficulty making facial expressions and closing her left eye. The spleen was palpable and tender to touch. Neurologic examination showed that all other cranial nerves were grossly intact. The muscle strength was 5/5 in both the upper and lower extremities, and deep tendon reflexes were present throughout. The lungs were clear to auscultation, and pulses were palpable in all extremities. No oedema, cyanosis, or clubbing was observed. The skin was dry, and no rashes were observed. Laboratory tests showed mild leucocytosis. Rapid antigen tests for streptococci, influenza, and COVID were negative. A rapid heterophile antibody test for EBV was positive. The mononucleosis spot test was positive for reactive heterophile antibodies, a hallmark finding of IM. Immunofluorescence assays showed positive immunoglobulin M and immunoglobulin G antibodies against EBV, with the presence of immunoglobulin M antibodies indicating either a recent primary infection or a reactivated infection. On the basis of these findings, a diagnosis of left-sided Bell's palsy due to EBV infection was confirmed. The patient was prescribed prednisone 60 mg for 1 week, with a plan to taper the dose. Tylenol was recommended for pain management as needed. Artificial tears were prescribed to prevent corneal damage and dryness due to the inability to close the left eye. An ear, nose, and throat (ENT) referral was made for the evaluation of left ear tympanosclerosis and associated pain. The patient was counselled to avoid contact sports because of the risk for splenic rupture, a common complication of IM. At the 2-week follow-up, the patient reported symptoms such as runny nose, fatigue, and ongoing ear pain, pending evaluation by an ENT specialist. At that time, there was no evidence of lymphadenopathy, fever, or splenomegaly. The patient's facial paralysis had improved by approximately 70%, and her speech was also markedly improved. The patient was counselled to rest, stay hydrated, and closely monitor for new symptoms. Discussion IM, most often caused by the EBV, is a viral illness that primarily affects teenagers and young adults. It is transmitted through saliva — which is why it is often referred to as the 'kissing disease' — but can also be spread via respiratory droplets, blood, or organ transplants. Symptoms may include sore throat, fever, swollen lymph nodes, and extreme fatigue, as well as swelling of the liver and spleen. A heterophile antibody test is typically sufficient to diagnose IM. Most people recover on their own with rest, fluids, and over-the-counter pain relievers. However, in rare cases, complications such as a ruptured spleen, neurologic issues, or liver inflammation can occur. Neurologic complications, such as cranial nerve palsies, Guillain-Barré syndrome, meningoencephalitis, and mononeuritis multiplex, occur in approximately 1%-5% of all patients with acute EBV infection. In children, neurologic manifestations may be the only clinical sign that can occasionally delay diagnosis. Acute peripheral facial paralysis is the most common acute mononeuropathy and often presents a diagnostic challenge for physicians. Its incidence has been reported as 21.1 per 100,000 per year in children younger than 15 years. Paediatric facial nerve paralysis can be congenital or acquired, but the idiopathic form, known as Bell's palsy, is the most frequent, accounting for 40%-75% of cases. Bell's palsy is diagnosed by the abrupt onset of unilateral facial weakness or complete paralysis of all muscles on one side of the face. It may be accompanied by dry eyes, pain around the ear, an altered sense of taste, hypersensitivity to sounds, or decreased tearing. Recovery time varies, but complete resolution of symptoms usually occurs within 2-3 weeks. There is always a small possibility of permanent functional loss, which can result from structural damage to axons and myelin. Treatment is usually supportive, often involving a combination of steroids and, in some cases, physical therapy. Facial nerve palsy is most often idiopathic and related to microcirculatory changes but may also result from congenital defects, infections, trauma, neoplasms, or systemic illness. Infectious causes account for 5%-30% of cases and are the most common cause in young children. Common pathogens include herpes simplex virus 1, varicella-zoster virus, EBV, Borrelia burgdorferi , HIV, and influenza virus. The causes of facial palsy are classified as follows: Genetic: Hereditary myopathies, gene mutations Syndromic: Craniofacial malformations and brainstem disorders Delivery-related: Prematurity, instrumental delivery, caesarean section Infectious: Viral, bacterial, and fungal agents including chronic or acute otitis media Inflammatory: Autoimmune and vasculitis conditions Neoplastic: Tumours involving the facial nerve or surrounding structures Traumatic: Skull fractures affecting the facial nerve Iatrogenic: Injury during head and neck surgeries Idiopathic: Bell's palsy Timely diagnosis and stroke exclusion are critical to avoid permanent damage. Lyme disease should be ruled out, especially in patients with recent travel to endemic areas and a bull's eye rash.

More than 140 new ambulances for Wales as part of multi-million pound investment
More than 140 new ambulances for Wales as part of multi-million pound investment

Wales Online

time22-06-2025

  • Health
  • Wales Online

More than 140 new ambulances for Wales as part of multi-million pound investment

More than 140 new ambulances for Wales as part of multi-million pound investment The Welsh Ambulance Service will replace older ambulances which are no longer fit for purpose, replaced by newer vehicles. Ambulances outside a Welsh hospital (Image: Wales Online ) A multi-million pound investment will see more than 140 modern ambulances responding to emergencies throughout Wales. The new vehicles will be fitted with the latest technology, materials and products, according to the Welsh Government. The five-year Welsh Ambulance Services fleet strategy involves the replacement of older ambulances which are no longer fit for purpose, replaced by newer vehicles. As part of the first phase of the strategy, 142 new ambulances will be introduced to the current roster, following an investment of £22.45m by the Welsh Government. ‌ Electric and hybrid vehicles will be prioritised in the wider strategy, which runs until 2030. Read the biggest stories in Wales first by signing up to our daily newsletter here . ‌ It is hoped this will cover all vehicles covered by the Welsh Ambulance Service in order to reduce carbon emissions, when the changes are introduced in July. This will also include the non-emergency Patient Transport Service, which transports people to hospital appointments and patients between hospitals. The Welsh Ambulance Service is also implementing improvements in how it reacts to the most serious emergency incidents. Article continues below A Welsh Government spokesperson said the changes are "designed to save more lives". It is also hoped it will improve outcomes for people who have suffered a cardiac arrests, a serious illness, incident or accident. Jeremy Miles, Health Secretary, said: "This investment shows our commitment to ensuring the Welsh Ambulance Service has the modern, reliable fleet it needs to deliver exceptional care for people across Wales. ‌ "The ambulance service plays a critical role not just in emergency response, but also supporting patient flow through the wider healthcare system. "By replacing 142 vehicles, we're improving the resilience of our emergency response capabilities and supporting our environmental goals.' Chris Turley, executive director of finance and corporate resources at the Welsh Ambulance Service, said: "We're very grateful to the Welsh Government for the continual investment, which enables us to operate a modern, efficient and fit-for-purpose fleet." Article continues below 'Embracing the latest technologies and innovations whilst working in partnership with staff and trade union partners is essential to provide the best possible experience for patients, as well as an ergonomically-friendly working environment for staff, who spend the majority of their working day aboard these vehicles. "As the national ambulance service for Wales, spread over an area of 8,000 square miles, improving air quality is something we're very committed to, so these cleaner and greener vehicles reinforce our commitment to reduce our environmental footprint in alignment with the Welsh Government's net zero strategic plan.'

Irish midwife who told pregnant women Covid was 'Trojan horse' struck off
Irish midwife who told pregnant women Covid was 'Trojan horse' struck off

Irish Daily Mirror

time06-06-2025

  • Health
  • Irish Daily Mirror

Irish midwife who told pregnant women Covid was 'Trojan horse' struck off

A midwife who shared contentious remarks on social media about the Covid pandemic has been removed from the register. Seana Kerr, from Northern Ireland, made comments suggesting that the virus was a 'Trojan horse intend[ed] to introduce a new era for humanity' and that 'babies were being attacked in the womb through vaccination'. She also criticised healthcare professionals and approached a pregnant woman, referred to as Patient A, telling her that if 'she received a flu vaccination this would increase the risk of her baby being stillborn'. According to a report issued on June 3, Patient A and her family 'were caused significant emotional harm'. Details of the findings against Ms Kerr, who was employed by the Southern Health Trust, are included in a ruling from a Nursing and Midwifery Council Fitness to Practise panel. The panel, according to the ruling, 'decided to make a Striking-off order'. This action followed a 'substantive suspension order originally imposed for a period of 12 months by a Fitness to Practise Committee panel on 20 June 2024', reports Belfast Live. The NMC report states that "On or around 14 August 2020, identified yourself as a midwife and advised a member of the public: a. That she should not be wearing a face mask whilst pregnant. b. That wearing a face mask whilst pregnant was reducing the amount of oxygen her baby was receiving. c. That she should not receive a flu vaccination. d. That if she received a flu vaccination this would increase the risk of her baby being stillborn." The NMC panel concluded that: "Your actions at charge 1 were unprofessional in that the advice you purported to give was: a. unsolicited. b. given outside of a clinical relationship. c. contrary to the position of your employer and/or the World Health Organisation and/or mainstream medical opinion and provided without this qualification or caveat." The panel's findings further noted: "Between 27 September 2020 and 19 December 2021, identified yourself as a midwife on social and/or other media and advised the public at large: a. On 27 September 2020, that babies were being attacked in the womb through vaccination of mothers during pregnancy. b. On 04 March 2021, that: i. Professionals who were 'complicit' in the national response to Covid-19 no longer had the 'I didn't know what I didn't know get out clause'. ii. the current health crisis was a Trojan horse intend to introduce a new era for humanity. c. On 19 December 2021, that 'they' had been 'planting the seeds' about Covid-19 over Christmas 2020 by referring to 'some bat in China'." The panel came to a verdict that "in the light of the above, your fitness to practise is impaired by reason of your misconduct". Previously, the original panel investigating Ms Kerr's conduct before her suspension found that "Patient A and their family were put at risk and were caused significant emotional harm as a result of Ms Kerr's misconduct". They remarked: "The panel noted that it is a reasonable expectation of everyone working in a public environment, such as a shop, that they will not be approached and given personal, clinical advice and that such advice would normally only be given during a private clinical appointment or at an antenatal class. "Thus, by accosting Patient A in her workplace without a prior clinical relationship, and without invitation, Ms Kerr exposed her to substantial risk. The panel recognised that during the encounter, being at work, Patient A could scarcely avoid the exchange. Moreover, being pregnant and amidst the Covid-19 pandemic, the panel deemed Patient A to have been at an enhanced vulnerability. "Ms Kerr's misconduct had breached the fundamental tenets of the midwifery profession and therefore brought its reputation into disrepute. Regarding insight, the panel considered that Ms Kerr has demonstrated no insight at all. The panel considered that by making repeated comments online after the concerns were raised to Ms Kerr by the Trust, she has shown a disregard for the Trust's disciplinary process and a total absence of insight or remediation. "The panel was satisfied that the misconduct in this case is capable of being addressed. However, the panel had no information before it that Ms Kerr has taken any steps to reflect on her conduct or shown any insight or to strengthen her practice. Therefore, in light of the above, the panel is of the view that there is a risk of repetition. The panel therefore decided that a finding of impairment is necessary on the grounds of public protection." The NMC acknowledged Ms Kerr's right to freedom of expression as protected under Article 10 of the European Convention of Human Rights. However, they pointed out: "However, Ms Kerr's advice and social media comments were given when she identified herself as a midwife, promoting her opinion on matters of clinical importance. Ms Kerr's actions therefore engaged her professional responsibilities as a registered midwife. "The panel considered that the actions of Ms Kerr took place during an exceptionally unusual time, where the entirety of the NHS was mobilised to protect the public from the international Covid-19 pandemic. Therefore, by expressing the view that other healthcare professionals, who Ms Kerr was working with in the Trust, were acting in ways which may cause harm, a view Ms Kerr held which was against the recognised guidance at the time, Ms Kerr risked seriously undermining the public confidence in the profession. "It further noted that by making these accusations that Ms Kerr's colleagues may have suffered harm while working in an unprecedented and challenging situation. The panel concluded that in light of the above a finding of impairment on public interest grounds is required." The panel remarked that Ms Kerr "has not shown remorse for her misconduct, nor has she demonstrated any insight into her previous actions" and they believed "of the view that considerable evidence would be required to show that Ms Kerr no longer posed a risk to the public". In their final statement, the panel resolved: "The panel determined that a further period of suspension would not serve any useful purpose in all of the circumstances. The panel determined that it was necessary to take action to prevent Ms Kerr from practising in the future and concluded that the only sanction that would adequately protect the public and serve the public interest was a striking-off order."

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