Takeaway: Links to replay of our short thesis on UNH with timestamped topics.

ICYMI REPLAY | UNH : THE NEXT DECADE WILL BE MUCH HARDER THAN THE LAST - MLR Chart

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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