Investment Community
Healthcare analysts are faced with a daunting challenge.
The payer space is becoming increasingly dependent on senior business to drive growth, yet the complexities of the Medicare program make evaluation of the payers’ corporate strategies and performance difficult.
It is no longer enough to look at enrollment and medical loss ratios (MLR) as a proxy for financial success. Today’s analysis must take into account the performance of highly diverse product portfolios (HMO, PPO, HSA, PFFS, etc.), successful revenue management strategies (especially mastery of risk adjustment) and compliance performance, now a matter of public record--- to name just a few imperatives.
Where to begin? With us.
