Walmart-Humana and the Future of Healthcare

Fast speed dataflow.

Change and consolidation continue to sweep the insurance industry. Healthcare represents almost 20% of the U.S. economy. Costs are increasing and almost no one is happy. These are ingredients for change. The retail sales portion of the economy is also under extreme pressure – with thousands of stores closing and wildly-moving stock prices, this market is as ready for drastic… [Read More]

Health Insurer Merger Mania

Health Insurer Merger Mania

It’s official – Anthem, the Blue Cross franchise aggregator, will be acquiring Cigna for $54 billion, which would make them the largest health insurer. Earlier this month, Aetna Inc. agreed to buy Humana Inc. for $37 billion, and Centene Corp. announced it would acquire Health Net Inc. for $6.3 billion. My father used to say,… [Read More]

Is Healthcare Realigning the Deck Chairs on the Titanic?

Is Healthcare Realigning the Deck Chairs on the Titanic?

It has been widely rumored that the Kentucky based insurer, Humana, is ripe for a transaction. Fueling the speculation is Humana’s poor performance of their public exchange products, suppressing profitability in the past year. Coupled with their significant Medicare Advantage members, they become an attractive target for the remaining national players. Anthem would be the most… [Read More]