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ICYMI We presented our short thesis on UNH on Thursday. Below are major topics and timestamps. You can access replay and materials using the following links: Healthcare Subscribers: CLICK HERE for video & audio replays Health Policy Subscribers: CLICK HERE for video & audio replays. |
ICYMI We presented our short thesis on UNH on Thursday. Below are major topics and timestamps.
A decade of out performance: 4.03
Implication of Macro Quad III setup: 6:15
Relative to everything else 13x isn't that much but...: 8:30
Medicare Advantage as a key driver coming to end: 9:04
Unusual stability of MLR given increase in MA enrollment: 13:30
OptumHealth as a growth driver: 14:45
Risk to MLR for increased utilization in Quad III: 16:50
Changes to safe harbor regulations: 21:00
"Reverse" insurance: 26:45
Raising premiums won't be that easy: 28:00
Elimination of Part D pharmacy price concessions: 35:33
Medicare for All, is it real? 37:37
Health Insurance Fee' future: 41:00
OptumHealth and value-based purchasing: 42:35
ACA constitutionality challenge: 45:55
Modeling assumptions: 50:05
Q & A: 54:30
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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