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TMFHelical (99.06)

March 2014

Recs

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The Health Insurance Business

March 11, 2014 – Comments (2)

The Helical Portfolio owns two health insurers, Wellpoint and Heath Net.  Health insurance, like other forms of insurance, is likely to be with us for quite some time.  But in what form?  Currently, size matters, as contracts with large and multi-locationed employers are key.  Yet, change is here.  Exchanges are now letting consumers select, a process that isn't easy.  And we may well move increasingly from a dominent 'employer provided' to 'empolyer reimbused' model.  Who wins there?  Local 'narrow network' providers have done well on exchanges (MA model), as they can pass on cost savings with limited networks.  [more]

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