Takeaway: Despite a tactical move by UNH, MD remains the top active long in this week's Position Monitor.

 Position Monitor | Impact of UNH's Network Coverage Decision | MD, UNH, THC - pm2 24

Overview

MD | UNH kicked MD out of its networks in North Carolina, South Carolina, Georgia, and Arkansas last week. The move raises eyebrows because the contracts were not being negotiated. While it is easy to assign blame to MD and the rates charged their physicians, we think it is more likely a dispute between UNH and a highly concentrated hospital market.

THC | Tenet will report after the close.  The forecast algorithms have been working well and the utilization continues to appear solid across providers.  We will update the THC algorithm along with HCA, LH/DGX, and UHS with the next update of the input data.

LINKS TO REPLAY

       Position Monitor | Impact of UNH's Network Coverage Decision

       CLICK HERE for video & audio replays.

       CLICK HERE to access the associated slides.

 All data available upon request. Please reach out to  with any inquiries.

Thomas Tobin
Managing Director


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Emily Evans
Managing Director – Health Policy



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