With healthcare reform of some kind a virtual certainty, managed care plans are starting to think about life after. Some have begun sending out the message to investors that they are ready, well-positioned, laying the foundation, etc., for a post-reform world. Here are three examples:
- UnitedHealth Group said at its annual investor conference that it will focus on acquisitions in the solid-margin healthcare services arena. The plan is to move beyond “payer-centric” services and further into consumer-driven healthcare and care delivery, including revenue cycle management and technology consulting. Officials describe 2010 as a “foundation-forming” year for the post-reform world.
- Cigna Corp. outlined a new strategy at the company’s annual investor conference – with an emphasis on tightening its U.S. operations, while pushing for growth globally. That includes expanding its expatriate business and pushing further into health, accident and life insurance in markets like Asia. The company noted that its business mix makes it well-positioned for healthcare reform, with just 60% of its earnings coming from the U.S.
- Humana chief executive Michael McCallister told The Wall Street Journal that in order to deal with a shifting healthcare landscape the company is eyeing acquisitions in complementary areas, like managing the cost of expensive specialty drugs and chronic diseases such as diabetes.
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