Mizuho believes Humana's guidance is a worst-case scenario and doesn't foresee these trends lasting throughout the year. Humana's CEO and CFO acknowledge the complex changes in the Medicare Advantage sector and predict 2025 as a 'repositioning' year with potential for below-average growth.
Humana's financial struggles may affect the whole health-insurance sector, especially Medicare. To boost margins, companies might have to increase prices or reduce benefits, potentially impacting membership. Humana's CEO sees value in being a specialty player in the industry's fastest-growing segment.
Humana's lower-than-expected earnings guidance has triggered a selloff of managed care stocks. The company's higher-than-expected medical costs may persist for an extended period, unlike UnitedHealth's expectations.
Humana's financial struggles may persist, hinting at a possible industry-wide effect, especially in Medicare. To boost margins, the firm might have to hike prices or cut benefits, potentially impacting membership. The CEO sees value for shareholders in being a specialty player in the industry's fastest-growing segment.
Humana's financial woes are expected to extend into next year, which could impact the entire health-insurance sector, especially the Medicare business. Despite the current challenges, Humana remains optimistic about its long-term prospects and the future of the Medicare business.
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Analysts worry about Humana's 2024 performance due to increased healthcare utilization. Jefferies' David Windley thinks the trend won't end in 2023. Leerink's Whit Mayo believes Humana has 'lost a year of growth'.
The sudden rise in medical service usage by seniors on Medicare Advantage plans may pose a significant risk for health insurers. They may be stuck with last year's premiums, potentially impacting this year's earnings.
Humana's struggle to balance rising medical costs with administrative savings and productivity enhancements is worrying. Their 'balanced approach to pricing' has led to a smaller share of overall industry growth, potentially affecting future performance.
股勇者 : 动不了。。。
韭菜的自我修养楼主 股勇者: 别急慢慢来,我就不信它不涨