Fierce Healthcare October 8, 2018
Comcast is one of several employers that moved to cut out insurers altogether, a trend that could push payers to invest more in their commercial plans.
With two monster vertical healthcare mergers nearing completion, the next generation of managed care companies is likely to face increased pressure from self-funded employers looking to bend the cost curve on their own.
The potential for large, self-insured employers and new employer coalitions to cut into the profits of insurers should be a “wake-up call” for organizations like CVS-Aetna, Cigna-Express Scripts, UnitedHealth and Humana, Leerink analysts Ana Gupte, Ph.D., and Daniel Grosslight wrote (PDF) in a note to investors Friday.
The pair points to large businesses such as Comcast and Walmart as well...
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