The Healthcare Economy

The Healthcare Economy

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The Healthcare Economy
The Healthcare Economy
Q2 Health Insurance Earnings: Surprises, Standouts and Strategic Shifts

Q2 Health Insurance Earnings: Surprises, Standouts and Strategic Shifts

UnitedHealth Group/Elevance/Centene/Humana/CVS/Cigna/Oscar/Alignment

Jeff DelVerne's avatar
Jeff DelVerne
Aug 28, 2023
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The Healthcare Economy
The Healthcare Economy
Q2 Health Insurance Earnings: Surprises, Standouts and Strategic Shifts
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The curtains have drawn on the health insurance earnings season a few weeks back, and the primary lesson? Avoid trading based on headlines alone. The heightened MLR whispers from the Goldman conference turned out to be more smoke than fire. Several stocks took a hit based on these rumors, only to bounce back post-earnings revelations. The Q2 earnings sp…

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