Elevance Health – Value-based Care Contract Analysis & 2023 Outlook

  • Public Equity
  • Healthcare
  • North America


Former VP at Anthem Inc


  • Recent trends and developments in the US managed care market, focusing on Elevance Health (NYSE: ELV)
  • Competitive landscape and profile differentiation among key players such as Centene (NYSE: CNC), Humana (NYSE: HUM), Molina Healthcare (NYSE: MOH) and UnitedHealth Group (NYSE: UNH)
  • Strategies to recapture Medicaid patients following redeterminations in April 2023, CMS (Centers for Medicare and Medicaid Services) star ratings and Q4 2022 earnings analysis
  • Partnership and JV analysis regarding Aledade and BioPlus, drug therapeutics exploration and recent M&A activity
  • Potential tailwinds from Inflation Reduction Act and downwards pressure on ACA (Affordable Care Act) subsidies, plus 2023 outlook


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