Health care generally is in this magic moment where inflation has subsided (ex drugs), reimbursement is catching up, investment income has ramped and generally there is still a decent amount of money sloshing about to ameliorate what is normally a zero sum game between providers and payers. Meanwhile the drug channel is benefitting from 10% inflation, likely a response to the Inflation Reduction Act's price caps.
There are some open questions like Medicaid disenrollment which I remain confident is going to be a slog as coverage activists try and low any perceived coverage losses down.
You can find the replay here. Feel free to get in touch via email, phone or this cool new toy, Calendly
Time stamps:
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00:00 - 00:55 Introduction 00:55 - 12:58 Medicare Redeterminations, Front-loaded or Not? 12:58 - 17:56 MOH, Medicaid Enrollment, Investment Income 17:56 - 25:23 CNC, Medicaid Enrollment, Medicare PDP, Investment Income & Benefit Payable 25:23 - 31:26 HUM, COVID Acuity? Probably Not, High Premiums? MA-PDP and PDP Swap 31:26 - 38:00 CI, Share Gains, Leveraging Drug Channel and the End of Gag Clauses 38:00 - 44:11 CAH, Inflation & the Drug Channel |
Emily Evans
Managing Director – Health Policy
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