Podnosis

A deep dive into Q3 earnings, and key takeaways from the Fierce Health Payer Summit


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In this week’s episode of "Podnosis," you'll hear from two journalists from the Fierce Healthcare team: Paige Minemyer, senior editor of Fierce Health Payer, and Dave Muoio, a staff writer for Fierce Healthcare. Together, they guide you through their key insights from the inaugural Fierce Health Payer Summit in Austin and dive into the latest earnings updates from the largest health plans and health systems.

To learn more about the topics in this episode: 

  • UnitedHealth sees a 'mixed bag' of responses to GLP-1 demand
  • CVS Health beats the Street with $2.3B in Q3 profit
  • Sutter Health slips to 0.1% operating margin, $98M net loss in Q3
  • Kaiser Permanente logs $239M net income, 0.6% operating margin in Q3 2023
  • Cigna boosts guidance as it posts $1.4B in profit for Q3
  • Humana raises MA enrollment projections again, beats EPS market estimates
  • Community Health Systems brings more physicians in-house to combat high labor costs, staffing fees
  • UHS beats with $167M Q3 profit, but has more work securing payments, reducing physician expenses on its plate
  • HCA Healthcare's newly consolidated physician staffing venture is bleeding $50M per quarter, execs tell investors
  • Centene still expects to lose more than 2M members as Medicaid redeterminations reach midway point
  • Elevance Health braces for $500M hit to bonus revenue amid MA star ratings drop

See omnystudio.com/listener for privacy information.

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