Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Centene Corporation - 2024" company profile has been added to ResearchAndMarkets.com's offering. The report provides insights into the company's tech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, and investments. Centene is a US-based healthcare enterprise offering government-sponsored healthcare services to eligible individuals in the US. The company enables ...

Investors closely monitor insider buys, as they can give hints surrounding the long-term picture.An insider is an officer, director, 10% stockholder, or anyone who possesses internal information because of their relationship with the company. It’s critical to note that insiders have a longer holding period than most, and many strict rules apply to their transactions.Several large-cap companies – Bristol-Myers Squibb (BMY) , Pfizer (PFE) , and Centene (CNC) – have seen recent insider activity. Let’s take a c ...

PEMBROKE PINES, Fla., Nov. 7, 2024  /PRNewswire/ -- Sunshine Health, Florida's largest managed care organization and a Centene Corporation company (NYSE: CNC), announced today Charlene Zein has been named Plan President and Chief Executive Officer, effective Nov. 3, 2024. Zein has nearly two decades of experience in the healthcare industry, including various leadership roles of increasing scope and responsibility at Sunshine Health since joining in 2019. She most recently served as Sunshine Health Chief Pr ...

文章核心观点 - 医疗保险公司的医疗利润率(MBR)持续上升,主要由于为老年人提供Medicare Advantage(MA)计划的成本上升[1] - 尽管监管机构收紧,但仍有一些医疗保险公司在不确定的医疗保健环境中获得盈利[2] 行业概况 - Medicaid是联邦和州政府共同管理的低收入人群医疗保险计划,报销水平较低,许多医疗机构不愿意接受Medicaid患者[2] - Centene公司通过"托管式医疗"模式,与各州签订了大量Medicaid计划合同,成为美国最大的Medicaid托管式医疗机构[2] - Molina Healthcare是美国五大Medicaid和MA提供商之一[5] Centene公司 - Centene是一家规模很大的公司,通过多个子公司在各州提供Medicaid和MA计划[3] - Centene第三季度业绩超预期,收入同比增长10.5%至420.2亿美元,但MBR上升至89.2%,导致调整后每股收益同比下降19%[3] - Centene预计全年收入将达1590亿-1610亿美元,每股收益为6.80美元[4] - Centene股价较年初下跌14.4%,但仍有32%的上涨空间[4] Molina Healthcare公司 - Molina Healthcare是五大Medicaid和MA提供商之一,第三季度合并MBR为89.2%,Medicaid MBR为90.5%[5][6] - Molina第三季度业绩超预期,收入同比增长21%至103.4亿美元,调整后净利润同比增长19%[8] - Molina维持全年每股收益23.50美元的指引,股价较年初下跌9.5%,但仍有12%的上涨空间[9]

文章核心观点 - 公司在2024年NASP年会上获得多项殊荣,包括专业药剂师、药剂师和药剂技术员的年度奖项提名,以及专业药房年度奖项提名[3] - 公司的研究人员在会议上发表了两篇关于提高患者依从性的研究成果[4] - 公司领导团队在NASP 2024聚焦系列播客中分享了公司在专业药房行业的见解,以及关于改善患者获药渠道的免费药品计划[5] 公司概况 - 公司是一家全国性的专业药房,专注于改善复杂医疗状况患者的护理和结果,以及以同情心提供服务[6] - 作为Centene公司的一部分,公司能够利用该国最大的医疗补助管理保健组织的综合解决方案[6]

Grants enable physicians to implement critical Department of Healthcare Services' Equity and Practice Transformation (EPT) Directed Payment Program SACRAMENTO, Calif., Oct. 29, 2024 /PRNewswire/ -- Health Net, one of California's most experienced Medi-Cal managed care health plans and a company of Centene Corporation (NYSE: CNC), announced the awarding of $2 million in grants to 47 independent physician practices throughout California. Here's what the grantees are saying about Health Net's commitment to pro ...

Centene Corporation (CNC) reported third-quarter 2024 adjusted earnings per share (EPS) of $1.62, which outpaced the Zacks Consensus Estimate by 16.6%. However, the bottom line fell 19% year over year.Revenues were $42 billion, which advanced 10.5% year over year. The top line surpassed the consensus mark by 10.9%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The quarterly performance benefited on the back of strong Commercial revenue growth, expansion of the Marketplace business ...

Pre-market futures are up after a couple mixed days this week. We appear to be on something of a different trajectory this week — or likely a holding pattern — after a robust early autumn that saw a good start to October after an unseasonably profitable September.But until the General Election on November 5th — and, let’s face it, that whole trading week will likely pass before we know who wins the presidency — we don’t expect much directional impetus in the stock market. Currently, the Dow is +99 points, t ...

Key TakeawaysCentene grew its membership rolls and premium and service revenue in the third quarter, and shares surged Friday.The managed care and health insurance provider beat profit and sales estimates, and boosted its outlook.CEO Sarah London said the company navigated "a dynamic landscape" in the quarter. Centene (CNC) shares surged more than 10% Friday morning as the managed care and health insurance provider's third-quarter results easily beat estimates as it boosted its membership rolls and premium ...

财务数据和关键指标变化 - 第三季度调整后稀释每股收益为1.62美元，超出预期，主要受益于税项的提前确认 [6][24] - 2024年调整后稀释每股收益指导维持在6.80美元以上，预计2025年将实现12%至15%的长期增长 [5][6] 各条业务线数据和关键指标变化 - 医疗补助业务会员人数约为1300万，第三季度医疗补助损失率为93.1%，略高于第二季度 [25][26] - 医疗保险业务表现符合预期，医疗保险损失率为88.0% [27] - 市场业务会员人数达到450万，同比增长22% [26][17] 各个市场数据和关键指标变化 - 预计2025年医疗补助的复合调整率在4.5%至5%之间，反映出各州对医疗补助率与病情严重程度的调整 [10][35] - 市场业务的增长预期为中个位数，受政策变化和市场整合的影响 [18][66] 公司战略和发展方向和行业竞争 - 公司在医疗补助业务中积极与州合作，推动医疗补助率与病情严重程度的匹配 [7][10] - 计划在2025年实现医疗保险收入在140亿至160亿美元之间，尽管会员人数预计会下降 [15][27] - 公司在市场业务中实施了代理锁定政策，提升了市场竞争力 [17][66] 管理层对经营环境和未来前景的评论 - 管理层对2024年的整体业务前景持乐观态度，认为医疗补助业务的挑战是暂时的 [6][7] - 预计2025年将继续推动调整后的每股收益增长，尽管面临一些短期压力 [32][54] 其他重要信息 - 公司在第三季度的现金流使用为10亿美元，主要受正常的资产负债表项目影响 [29] - 公司在第三季度回购了约16亿美元的股票，年初至今总回购金额达到24亿美元 [30] 问答环节所有提问和回答 问题: 关于医疗补助的损失率和成本增长的预期 - 管理层表示，医疗补助的损失率在第四季度可能会有所改善，预计将受到各州的调整影响 [33][36] 问题: 核心医疗补助的利用趋势 - 管理层指出，医疗补助的主要驱动因素是费率与病情严重程度的不匹配，整体趋势与之前一致 [38][39] 问题: 关于医疗补助的费率更新 - 管理层表示，费率更新的需求因州而异，正在积极推动各州进行必要的调整 [43][44] 问题: 关于市场业务的增长预期 - 管理层预计市场业务的增长将受到政策变化的影响，整体市场增长预期为中个位数 [66][69] 问题: 关于Part D业务的边际利润 - 管理层预计2025年Part D业务的边际利润将保持在1%左右，尽管收入基数将显著增加 [61][62]