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Yulan Egan
Jan 69 min read
Employer healthcare spending in 2025: Why it's likely to accelerate
Although the share of Americans with employer-sponsored insurance has been declining for the past couple of decades, the majority of the...
Yulan Egan
Dec 4, 20247 min read
'Repeal and Replace' or 'Refine and Reform'? What a second Trump administration could mean for the ACA
In the early days of the first Trump administration—during which the GOP also held control of both Houses of Congress—'Repeal and...
Yulan Egan
Nov 7, 20248 min read
Trump's health policy agenda: Eight issues we expect to see (and two we don't)
Earlier this week, former President Trump secured a decisive victory over Vice President Kamala Harris in the race for the White House....
Yulan Egan
Sep 10, 20247 min read
Key company profiles: UnitedHealth Group's approach to vertical consolidation
Today's post is the first of a new series we're launching on key players in healthcare vertical consolidation . And that's because nearly...
Christopher Kerns
Jun 12, 20243 min read
Making Medicare Advantage profitable again
We're certainly not the first people to notice that, for health insurers, Medicare Advantage has lost a bit of its luster. During Q4 and...
Christopher Kerns
May 7, 20246 min read
We're neither angry nor disappointed
As nearly everyone reading this will know by now, 2024 could be known in healthcare as the Great Retailer Retrenchment. (I coined that....
Christopher Kerns
Apr 24, 20243 min read
The flywheel and the hedge
We've been talking about the hedge-and-flywheel strategy of the big vertically consolidated healthcare companies for a while now, most...
Christopher Kerns
Feb 13, 20242 min read
When you really just have one job
This week's Union Healthcare Insight Slide of the Week is a bit of a twofer. Not only can you feel free to download the PPT version of...
Christopher Kerns
Feb 8, 20242 min read
Value-based care at a crossroads as the election approaches
For this week's Union Healthcare Insight Slide of the Week, I delve into politics. As most of you know, we at Union are aggressively...
Christopher Kerns
Sep 6, 20238 min read
The real impact of the IRA drug price controls
Cost savings for seniors are real—but there are thousands of ways to squeeze the balloon When the Inflation Reduction Act passed in 2022,...
Yulan Egan
Jul 11, 20237 min read
Are we approaching an MA profitability cliff?
For the better part of a decade now, the general industry view on Medicare Advantage has been one of overwhelming positivity. It’s been a...
Kirsta Hackmeier
Jun 22, 20239 min read
The Mysterious Case of the Disappearing Cost Trend: Why did employer cost growth drop in 2022?
Last year, something strange happened to cost growth for employer health benefits: it slowed. In the face of decades of high single-digit...
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