According to Edward Dowd, Voya Financial has reported a continuation of rising cancer trends, particularly among younger populations, impacting its medical stop loss business. Despite raising pricing last year, the company took a $37 million reserve in Q4 2025 to address the underestimated trend. CFO Mike Katz highlighted increased claim frequency related to cancer diagnoses, indicating a significant financial strain and potential premium hikes for policyholders. This development underscores the growing healthcare challenges and their financial implications.

According to @mcuban, subsidies would continue under his outline, with $100 redirected for use with a primary care doctor outside the insurance system. Source: https://twitter.com/mcuban/status/1992656436850258353 According to @mcuban, if implemented as described, consumer insurance premiums would not increase while enabling access to primary care outside traditional insurance networks. Source: https://twitter.com/mcuban/status/1992656436850258353 According to @mcuban, the comment was posted as a reply in an X thread referenced here: https://x.com/MairseyDotes/status/1992654974397087979. Source: https://twitter.com/mcuban/status/1992656436850258353

According to @mcuban, when money is easily available, consumers tend to shop less, enabling providers to raise prices, which he says caused college tuition to skyrocket and could similarly drive higher insurance premiums and deductibles. Source: @mcuban on X, Nov 20, 2025. He directed the question to Senator Bill Cassidy, emphasizing scrutiny of health insurance pricing incentives and cost dynamics. Source: @mcuban on X, Nov 20, 2025. He also referenced a related post by @DrDiGiorgio in the thread to frame the discussion on cost inflation mechanisms. Source: @mcuban on X, Nov 20, 2025.