Managed Care Investor Discussion

Healthcare, Finance/Real Estate


On May 9, 2024, DeMatteo Research hosted a discussion on the current landscape for managed care with six investors. The group shared thoughts on many of the major players (CI, CVS, ELV, HUM, UNH), as well as how to express the positive consensus view around Medicare Advantage. 

Publicly traded companies mentioned herein: Centene Corp (CNC), Cigna Group/The (CI), CVS Health Corp (CVS), Elevance Health Inc (ELV), Humana Inc (HUM), Molina Healthcare Inc (MOH), UnitedHealth Group Inc (UNH)

UnitedHealth Group Inc (UNH)

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Idea Discussion

Commentor 1 - 2 weeks ago

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Commentor 1 - 2 weeks ago

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