AJMC November 6, 2024
Key Takeaways
- The merger could face varying regulatory scrutiny depending on the political landscape, with potential challenges from antitrust agencies.
- Cross-market mergers may lead to price increases and reduced competition, despite potential efficiency gains.
- Investors are cautious due to Humana’s struggles in the Medicare Advantage market and potential regulatory challenges.
- The merger could strategically position Cigna and Humana to better manage population health in a value-based care environment.
As Cigna and Humana pick back up on the potential for a megamerger, executives will be keeping a close eye on the outcomes of the presidential election.
Cigna has resumed efforts to merge with smaller rival Humana after backing out of a megamerger late last year, according to Bloomberg News.1...