Wednesday, March 27, 2019

Centene's $15B WellCare Deal Takes A Bigger Share Of The Booming Medicare Business


Bruce Japsen, Senior Contributor
Mar 27, 2019, 08:00am
Centene's decision to buy WellCare Health Plans for more than $15 billion gives the combined national health insurer a stronger presence in the fast-growing Medicare Advantage business.
Both Centene and WellCare are in similar government health insurance businesses and better known for administering Medicaid benefits for poor Americans in contracts with states across the country. Centene also sells subsidized individual coverage known as Obamacare in 20 states under the Affordable Care Act and boasts 20% market share in that business.
On Wednesday, Centene said its proposed acquisition of WellCare gives the combined company 22 million members in all 50 U.S. states and combined 2019 revenues of $97 billion based on projections the companies have made. 
With the Trump administration and Republicans in Congress constantly threatening the ACA’s individual coverage known as Obamacare as well as the ACA’s Medicaid expansion, a more certain bet for health insurers these days could be in administering Medicare benefits for seniors. Medicare Advantage plans contract with the federal government to provide extra benefits and services to seniors, such as disease management and nurse help hotlines, with some even providing vision and dental care and wellness programs.
The Trump administration is changing rules to allow private health insurers to offer more benefits in Medicare Advantage plans they sell. And Centene and WellCare are already fighting with rivals and startups to take advantage of more than 10,000 baby boomers turning 65 every day to become eligible for Medicare.
An acquisition of WellCare will allow Centene to gain scale in more markets and potentially better compete with bigger players in the Medicare Advantage business like Humana, UnitedHealth Group and CVS Health’s Aetna health insurance business.

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