Episode Summary: Scott Becker - 5 Healthcare Stocks Getting Crushed Right Now 9-9-25

Host: Scott Becker
Date: September 9, 2025
Podcast: Becker’s Healthcare Podcast

Overview

In this concise episode, Scott Becker breaks down current challenges in the healthcare stock market by singling out five notable companies whose stocks have experienced significant declines over the past year. The episode aims to inform listeners about sector volatility, highlight major market trends, and draw attention to both managed care and pharma/biotech sectors.

Key Discussion Points & Insights

1. Focus on Declining Healthcare Stocks
Scott Becker directly addresses the five most impacted healthcare stocks:

• Selection criteria: Stocks significantly down over the last 52 weeks
• Context: Reflects industry volatility and changing market conditions

2. Managed Care Sector in Trouble

• Molina Healthcare and Centene Corporation are called out as managed care stocks that have suffered large stock price declines.
  • Notably, Scott mentions that managed care giant UnitedHealthcare is also down significantly (36% year to date) but does not make the top-five list.
    • “Interesting enough, UnitedHealthcare is not down nearly as much…it was still down 36% year to date, but it doesn’t make the list.” (00:09–00:20)

3. Pharma & Biotech Lows

• Novo Nordisk (the producer of GLP-1 weight loss drugs) and Moderna (vaccine manufacturer) are also among the five suffering stocks.
  • These picks illustrate how even leaders in popular, high-growth categories aren’t immune to downturns.

4. Behavioral Health Impact

• Acadia Healthcare rounds out the list, representing the behavioral healthcare sector.

Notable Quotes & Memorable Moments

• Scott Becker on the managed care environment:
  “These are five healthcare stocks that are getting crushed over the last 52 weeks. Two of these are managed care stocks, Molina Healthcare and Centene Corporation.”
  – Scott Becker [00:06]

• On UnitedHealthcare's surprising resilience:
  “Interesting enough, UnitedHealthcare is not down nearly as much as…it was still down 36% year to date, but it doesn’t make the list…”
  – Scott Becker [00:09–00:20]

• The full list of struggling stocks:
  “The other three…are Novo Nordisk and Moderna…Novo Nordisk, of course, is the weight loss GLP1 manufacturer, Moderna is the vaccine manufacturer, and finally, Acadia Healthcare. Again, those are five stocks getting crushed.”
  – Scott Becker [00:25–00:40]

Timestamps for Important Segments

• 00:00–00:06: Introduction and episode theme
• 00:06–00:21: Managed care stocks hit hard (Molina and Centene)
• 00:09–00:20: UnitedHealthcare’s year-to-date decline but comparative strength
• 00:25–00:40: Pharma/biotech and behavioral health stocks (Novo Nordisk, Moderna, Acadia Healthcare)
• 00:41: Episode close

Tone & Takeaways

Scott Becker delivers rapid, factual analysis with a matter-of-fact tone. The episode underscores the unpredictability of even strong healthcare companies and classes—serving as a sobering update for industry professionals and investors alike.

For more in-depth healthcare industry updates, listen to further episodes from Becker’s Healthcare Podcast.