Becker's Healthcare December 6, 2023
The Medicare Advantage gold rush is slowing down, Wall Street Journal columnist David Wainer wrote Dec. 5.
A potential merger between Humana and Cigna has signaled to some Wall Street analysts that insurers are no longer as confident in the business as they once were.
“One line of thinking is: If Humana is willing to sell itself or do a merger of equals that doesn’t represent a huge takeout price, then what are they signaling about the future of Medicare Advantage?” TD Cowen analyst Gary Taylor told the WSJ.
UnitedHealthcare projected lower membership growth in its Medicare Advantage business this year, another “red flag” worrying analysts, according to the WSJ.
Reimbursement changes from CMS will have...
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