MO - UNH Pairs Trade
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1 position on this trade
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1 active position
Nick Powell: MO - UNH — “FDA Commissioner Makary's resignation removes an aggressive regulator known for pushing strict vaping and e-cigarette policies that impacted tobacco industry margins. Makary was particularly contentious over nicotine regulations and anti-tobacco activism. Deputy Commissioner Kyle Diamantas assumes interim role with policy direction uncertain until a permanent replacement is confirmed and seated (likely 2-6 month process). This creates a regulatory uncertainty window where Altria (MO) benefits from reduced enforcement intensity on vaping/nicotine products and potential policy rollbacks under interim leadership. UnitedHealth (UNH), a diversified healthcare insurer, faces no direct benefit from FDA leadership changes and remains exposed to broader healthcare cost inflation, reimbursement pressure, and regulatory headwinds in insurance/PBM space. Pairs trade captures the tobacco regulatory relief beneficiary (MO) vs. healthcare diversified player with no upside from FDA transition (UNH). News-driven edge is highest in the first 4 weeks before permanent FDA commissioner confirmation establishes new policy direction. 1-month duration captures the interim leadership window where regulatory uncertainty favors tobacco players while permanent successor is being vetted.”
Entry: May 13, 2026, 8:00 AM · MO @ $69.60 / UNH @ $395.60
Today: May 15, 2026, 8:00 AM · MO @ $72.01 / UNH @ $397.31
Prices delayed ~15 min
| Date | MO | UNH | Net | ||
|---|---|---|---|---|---|
| May 13, 8:00 AM | $69.60 | +0.00% | $395.60 | +0.00% | +0.00% |
| May 13, 9:00 AM | $69.53 | -0.10% | $393.02 | +0.65% | +0.28% |
| May 13, 10:00 AM | $69.59 | -0.01% | $393.70 | +0.48% | +0.23% |
| May 13, 11:00 AM | $69.69 | +0.13% | $394.53 | +0.27% | +0.20% |
| May 13, 12:00 PM | $69.56 | -0.06% | $393.90 | +0.43% | +0.19% |
| May 13, 1:00 PM | $69.65 | +0.07% | $393.09 | +0.63% | +0.35% |
| May 13, 1:30 PM | $71.00 | +2.01% | $401.21 | -1.42% | +0.30% |
| May 13, 2:30 PM | $71.10 | +2.15% | $400.00 | -1.11% | +0.52% |
| May 13, 3:30 PM | $70.98 | +1.99% | $399.00 | -0.86% | +0.56% |
| May 13, 4:30 PM | $71.19 | +2.28% | $400.60 | -1.26% | +0.51% |
| May 13, 5:30 PM | $71.08 | +2.13% | $401.40 | -1.47% | +0.33% |
| May 13, 6:30 PM | $71.46 | +2.67% | $401.44 | -1.48% | +0.60% |
| May 13, 7:30 PM | $71.56 | +2.82% | $401.11 | -1.39% | +0.71% |
| May 13, 8:00 PM | $71.75 | +3.09% | $400.65 | -1.28% | +0.91% |
| May 13, 9:00 PM | $71.50 | +2.73% | $400.60 | -1.26% | +0.73% |
| May 13, 10:00 PM | $71.63 | +2.92% | $400.67 | -1.28% | +0.82% |
| May 13, 11:00 PM | $71.63 | +2.92% | $400.61 | -1.27% | +0.83% |
| May 14, 8:00 AM | $71.02 | +2.04% | $399.32 | -0.94% | +0.55% |
| May 14, 9:00 AM | $71.06 | +2.10% | $400.03 | -1.12% | +0.49% |
| May 14, 10:00 AM | $71.55 | +2.80% | $401.00 | -1.37% | +0.72% |
| May 14, 11:00 AM | $71.31 | +2.46% | $401.45 | -1.48% | +0.49% |
| May 14, 12:00 PM | $71.55 | +2.80% | $401.91 | -1.59% | +0.60% |
| May 14, 1:00 PM | $71.89 | +3.29% | $402.06 | -1.63% | +0.83% |
| May 14, 1:30 PM | $72.18 | +3.70% | $397.37 | -0.45% | +1.63% |
| May 14, 2:30 PM | $72.30 | +3.88% | $398.27 | -0.67% | +1.60% |
| May 14, 3:30 PM | $72.27 | +3.84% | $399.02 | -0.86% | +1.49% |
| May 14, 4:30 PM | $72.20 | +3.74% | $398.74 | -0.79% | +1.47% |
| May 14, 5:30 PM | $71.97 | +3.41% | $400.33 | -1.20% | +1.10% |
| May 14, 6:30 PM | $72.08 | +3.56% | $400.31 | -1.19% | +1.19% |
| May 14, 7:30 PM | $72.40 | +4.03% | $399.13 | -0.89% | +1.57% |
| May 14, 8:00 PM | $72.37 | +3.98% | $398.91 | -0.84% | +1.57% |
| May 14, 9:00 PM | $72.34 | +3.94% | $398.75 | -0.80% | +1.57% |
| May 14, 10:00 PM | $72.35 | +3.95% | $398.71 | -0.79% | +1.58% |
| May 14, 11:00 PM | $72.10 | +3.59% | $398.30 | -0.68% | +1.45% |
| May 15, 8:00 AM | $72.01 | +3.46% | $397.31 | -0.43% | +1.52% |