Pay very close attention as Medicare carrier stocks in free fall the last 4 weeks

[DonP]

United,cvs ,Humana,Elevance in free fall the last month . What has accelerated the downside is bipartisan support to force carriers to not be able to own pbm's which are big profit centers . Trump's has vowed to get rid of the middle man (pbm's) . Profit pressures are immense on carrier stocks is immense . Medicare advantage plans are no longer that profitable . Cost cutting is coming and no doubt the agents will be hit

 

[hockeyday]

United,cvs ,Humana,Elevance in free fall the last month . What has accelerated the downside is bipartisan support to force carriers to not be able to own pbm's which are big profit centers . Trump's has vowed to get rid of the middle man (pbm's) . Profit pressures are immense on carrier stocks is immense . Medicare advantage plans are no longer that profitable . Cost cutting is coming and no doubt the agents will be hit

Plan n never looked so good,

 

[EckoRomeo]

Humana stock falls amid concerns over veterans' plan earnings exposure By Investing.com

Humana stock falls amid concerns over veterans' plan earnings exposure

www.investing.com

 

[straightnochaser]

Humana stock falls amid concerns over veterans' plan earnings exposure By Investing.com

Humana stock falls amid concerns over veterans' plan earnings exposure

www.investing.com

There was another article a few weeks ago saying that MAO's were being over reimbursed for underutilized MA only plans...

Federal government may be overpaying for veterans’ health care in Medicare Advantage plans | Harvard T.H. Chan School of Public Health

Medicare Advantage plans receive billions of federal dollars for enrolling veterans who receive no Medicare services, according to a new Harvard Chan School study.

hsph.harvard.edu