Podnosis

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


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

PodnosisBy Fierce Healthcare

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

3 ratings


More shows like Podnosis

View all
Acquired by Ben Gilbert and David Rosenthal

Acquired

4,674 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,327 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,093 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,180 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,364 Listeners

NVIDIA AI Podcast by NVIDIA

NVIDIA AI Podcast

343 Listeners

Up First from NPR by NPR

Up First from NPR

56,489 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

227 Listeners

What the Health? From KFF Health News by KFF Health News

What the Health? From KFF Health News

493 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,535 Listeners

The Readout Loud by STAT

The Readout Loud

321 Listeners

Becker’s Healthcare Podcast by Becker's Healthcare

Becker’s Healthcare Podcast

197 Listeners

Tradeoffs by Tradeoffs

Tradeoffs

390 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

633 Listeners

HBR On Leadership by Harvard Business Review

HBR On Leadership

164 Listeners