Podcast Summary: Becker Business

Episode: 5 Healthcare Stocks Getting Crushed Right Now 9-10-25
Host: Scott Becker
Date: September 10, 2025

Episode Overview

In this concise episode, Scott Becker reviews the dramatic downturn of five health service stocks that have experienced significant declines—50% or more—over the last 52 weeks. The focus is on high-profile companies across payer, healthcare services, and pharmaceutical sectors, highlighting surprisingly deep losses and how even industry giants aren’t immune to current market challenges.

Key Discussion Points & Insights

1. Five Major Healthcare Stocks with Steep Declines

Scott Becker immediately outlines the central theme—healthcare stocks suffering severe downturns.

• Stocks down 50% or more over the past year:
  • Malina Healthcare (payer)
  • Centene Corporation (payer)
  • Acadia Healthcare
  • Novo Nordisk (notably, the manufacturer of popular weight loss drugs)
  • Moderna (vaccine manufacturer)

"These are five health service stocks that are getting absolutely crushed over the last 52 weeks and they're all down 50% or more." — Scott Becker [00:31]

2. Notable Exclusions and Additional Observations

• UnitedHealthcare was specifically called out for its relative stability compared to its peers:

  "UnitedHealthcare has recovered enough that it's just down 36% year to date, so it doesn't make this list of 5..." — Scott Becker [00:46]

• The dramatic nature of the losses, even among well-known, previously strong stocks in different sectors of healthcare, emphasizes broader industry-wide pressures or market changes.

Notable Quotes & Memorable Moments

• "These are five health service stocks that are getting absolutely crushed over the last 52 weeks and they're all down 50% or more."
  — Scott Becker [00:31]

• "Two of them are big payer stocks, Malina Healthcare and Centene corporation... UnitedHealthcare has recovered enough that it's just down 36% year to date, so it doesn't make this list of 5 healthcare stocks getting crushed."
  — Scott Becker [00:35]

• "Other stocks getting crushed in the healthcare sector Acadia Healthcare, Novote [Novo] Nordisk, the manufacturer of the weight loss drugs and Moderna, the vaccine manufacturer."
  — Scott Becker [00:47]

Timestamps for Important Segments

• 00:31: Scott Becker introduces the episode and highlights the five stocks that have plummeted over the past year.
• 00:35: Discussion on payer stocks—Malina Healthcare, Centene, and the comparative position of UnitedHealthcare.
• 00:47: Mention of Acadia Healthcare, Novo Nordisk, and Moderna as significant decliners.

Tone & Style

Scott Becker is direct and concise, focusing on delivering actionable news for business and investment audiences. His tone is factual, with an undercurrent of concern for the unusually high volatility in major healthcare stocks.

Summary

This quick episode is valuable for investors and business professionals closely following healthcare trends. Scott Becker spotlights five prominent healthcare stocks—Malina Healthcare, Centene, Acadia Healthcare, Novo Nordisk, and Moderna—that have suffered major losses (50% or more) in the past year, contrasting them with UnitedHealthcare, which, while down significantly, didn’t make the “crushed” list. The episode succinctly points to notable turbulence in the sector and signals the need for close attention from investors and industry watchers.