You’re reading the web edition of Health Care Inc., STAT’s weekly newsletter following the flow of money through the health care system. Sign up here to get it in your inbox.
The rise of the Medicare Advantage stock
If you ever needed evidence of just how much Wall Street salivates over the profitability of Medicare Advantage, look no further than Humana’s investor day last week.
Humana executives gave investors everything they wanted: The company will enroll boatloads of seniors over the next three years; its external MA brokers are cleaning up their act so fewer people abandon their plans; it will steer more of their members to its growing division of clinics and home health services; and it will all lead to a bonanza of dividends, stock buybacks, and surplus earnings.
This article is exclusive to STAT+ subscribers
Unlock this article — plus in-depth analysis, newsletters, premium events, and networking platform access.
Already have an account? Log in
Already have an account? Log in
About the Author Reprints
To submit a correction request, please visit our Contact Us page.
STAT encourages you to share your voice. We welcome your commentary, criticism, and expertise on our subscriber-only platform, STAT+ Connect