In this episode, Kevin and Martin discuss significant developments in the healthcare sector, focusing on recent changes to Medicare Advantage announced by CMS, which resulted in a $100 billion overnight loss in market cap for publicly traded insurers. They delve into the nuances of effective growth rates, risk adjustment changes, and their potential long-term impact on the industry. They also cover three notable M&A deals in the startup space – Sword Health acquiring Kaia, Spring Health acquiring Alma, and Premise Health acquiring Crossover Health. Lastly, they highlight key takeaways from recent earnings calls for UnitedHealth Group, ance, and HCA, noting the varied performance and strategies in navigating the current healthcare landscape.
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