Numerator has roughly two-thirds of former users stopping inside six months. Foundayo shipped 1 April 2026. A Medicare Part D copay as low as $50 from 1 July sits in that same published copy. Pills and Medicare coverage are the 2027 and 2028 medical-cost risk for a Medicaid book. Gallup put current US adult GLP-1 use at 11 percent, up from 3 percent.
The leftover year is a year of care the rate has to cover.
A trial can show weight. A claims file shows who kept paying. Persistency is the object: the leftover is a longer life if the drug holds and the person stays. For a Medicaid managed-care book the leftover year is not a snack unit and not an actuarial slogan. It is a year of care the rate has to cover. Muscle, joint, nurse, the year the lighter body still has to live. Hostess is a bag. Centene is a rate.
MSCI USA Health Care forward PE from the 31 July 2026 factsheet is 18.80. 18.80 is the sector forward PE on that factsheet. A Centene share print sits on a different line. There is no Centene medical-cost ratio on this file, and there is no state capitation file.
Until a Centene filing names a medical-cost line rather than a snack unit, the leftover year has not landed in the rate.
Until a Centene filing names the medical-cost line, the leftover year is unpriced.