Category: Market Intel

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Executive Summary (Q2_2019)

Thought Leader Interviews

Erhardt Preiteauer (CEO, CareSource) give his thoughts on effective vendor partnerships; Binoy Bhansali (Sandbox) provides key investment insights for the Medicaid space. 

Medicaid Health Plan Financial Performance

RevThe 2nd quarter of 2019 closed with a cautious outlook from most plans in terms of MLR and growth. PBM spread pricing issues dominated news cycles in key markets (Ohio and Kentucky). Quarter to quarter revenues were flat for most MCOs, but significant increases for Cigna and CVS-Aetna. Stock interest fluctuated during progression of WellCare/Centene deal.

Mergers, Acquisitions and Investment Activity

Centene-Wellcare deal dominated news. Multiple provider-plan deals announced. 

Vendor Reviews

2 companies achieved 5/5 stars. 

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Executive Summary (Q1_2019)

Thought Leader Interviews

John Lovelace (President, UPMC) gives his thoughts on what MCOs will be focused on in the next 90 days; Brett Moraski (Frazier Healthcare Partners) provides key investment insights for the Medicaid space. 

Medicaid Health Plan Financial Performance

Most MCOs closed out 2018 with fairly flat revenues and EBITA. Market showed variable interest in Q1 based on pricing and volume behaviors. 

  • EOY 2018 analyses in and reviewed. 
  • Last analysis before Aetna data and trends absorbed into CVS reporting. 

Mergers, Acquisitions and Investment Activity

  • The first quarter of 2019 allowed for a settle down period for the active M&A and regulatory cycles seen in Q3 and Q4 of 2018.
  • The big consolidation news of Q1 was the WellCare-Centene deal which would create the largest national Medicaid plan.

Vendor Reviews

Multiple member engagement companies reviewed using our 55-point algorithm.

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