Yesterday, I went through the major trends in Managed Care and used the examples of HUM, CI and CNC to discuss the implications. With policy's wind at their backs, the zero sum analysis of managed care versus providers isn't exactly as simple as it used to be. Demographics for the Medicare population are especially daunting when some big balance sheets are out buying share but Medicaid re-determinations are not yielding reductions in enrollment we should expect. Finally, the employer-sponsored insurance business is getting reshuffled as fiduciary rules apply. Give it a listen. Calendly link to schedule a call (on signature line) if you have follow-up questions.
Link to replay here.
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0:00 - 11:36 Major trends - insurance coverage, demographics headwinds 11:36 - 16:57 Benefit expense washing through 16:57 - 22:35 Policy changes driving shift away from Traditional Medicare + Standalone PDP; effect of Stars ratings 22:35 - 23:18 Interest rate tailwinds 22:19 - 31:50 Humana, benefit expense and competition; take-out possibilities 31:50 - 42:00 Centene, Medicaid re-determinations, marketplace dynamics 42:00 - 51:17 Cigna, the drug channel and competition for employer plans |
Emily Evans
Managing Director – Health Policy
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