- Optum will continue to make well focused acquisitions;
- UNH will continue to keep quiet about its lobbying efforts to shape the post-PPACA landscape;
- Public budget crises will make the Medicaid managed-care business look much less attractive than it has been; and
- UNH and (most) Wall Street analysts continue to ignore the likelihood of PPACA’s defeat, either through the Supreme Court or the election of a new president in 2012.
Wednesday, July 20, 2011
UnitedHealth Group's Earnings Call
I participated in UnitedHealth Group's earnings call today. My conclusions: