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Recon takes an analytical look behind select developments in healthcare
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- By Tory Wolff
Summary
ESRX was running at close to maximum capacity at its mail facilities while MHS has room to spare.
ESRX is facing a scenario of significantly increased demand as greater mail penetration is …
- By Tory Wolff
UNH’s decision to take the commercial PBM business in-house did not force MHS into ESRX’s arms: I would argue that it removed the major roadblock to what the companies wanted to do anyway. MHS and ESR…
- By Tory Wolff
Payflex is an administrator of account-based benefits including HSAs, HRAs, FSAs and COBRA benefits. The company has $58M in revenues, 1M individual consumer accounts and 3,300 employer customers. On …
- By Tory Wolff
Highmark will invest up to $475M in the West Penn Allegheny Health System, a move characterized as a prelude to purchase. This is no bold move to drive closer integration of information flows and care…
- By Tory Wolff
Summary
Wellpoint probably paid full value for Caremore (if that company's performance is as powerful as limited data suggests) but did not overpay.
In addition, Caremore offers several powerful ups…
- By Tory Wolff
Summary:
Blue Shield of California (BSC) has committed to keeping profits at 2% of revenues or less (and returning any excess).
The commitment is economically meaningful: $180M of 2010 revenues will…
- By Tory Wolff
Yesterday, McKinsey released a report suggesting that 30% of employers will definitely or probably stop sponsoring health insurance after the Federal reform "big bang" in 2014. Although disputed by th…
- By Tory Wolff
Summary
Massachusetts small group went from an average actuarial value (share of expected medical costs covered by the benefit) of 85% in Q1-07 to 73% in Q4-09. In the same timeframe, actuarial benef…
- By Tory Wolff
Summary
Self-insurance is growing among smaller groups (including those sized 50-250)
From a competitive point of view, it will be hard for insurers holding attractive groups in risk products …