Blog and Whitepapers

Recon takes an analytical look behind select developments in healthcare

Summary Aetna has struck a deal to sell individual health insurance with Costco, the #6 retailer. The deal targets 9 populous states first with more to follow in 2012  While the deal lacks some…
Several recent acquisitions suggest a rapidly growing valuation on Medicare Advantage (MA) lives. Last August, Healthspring paid about $3.6K per adjusted MA life with its acquisition of Bravo. (My …
UPDATE: United buys XL Health! Here's what we surmised in the original post on this topic:  "That leaves United. A leadership position in C-SNPs would fit well with United’s leading position in…
Public health insurers startled the market with earnings ~25% above consensus expectations. A key driver was lower-than-expected utilization (particularly in the under 65 commercial lives) which kept …
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