Thursday, May 23, 2019

Snubbing Takeover Talk, Centene And WellCare Set June Shareholders Vote


Bruce Japsen Senior Contributor May 23, 2019, 05:15pm
Amid reports some shareholders are opposed to the deal, Centene and WellCare Health Plans set a date of June 24th for shareholders to approve of their merger, the two health insurers said in a filing with the Securities & Exchange Commission Thursday.
The joint proxy filing of the two health insurance companies comes in the wake of reports that hedge funds are unhappy with the deal and Humana is interested in a friendly takeover of Centene.
Reuters reported earlier this month that two hedge funds may oppose Centene's WellCare acquisition. It’s unclear whether Humana’s interest in Centene is serious because the Louisville-based insurer hasn't talked publicly since reports surfaced about its potential interest in Centene.
Centene last month announced plans to buy WellCare for more than $15 billion in a deal that would expand the business of administering Medicaid benefits for poor Americans as well as private Medicare Advantage coverage.
On May 6, Centene chairman and chief executive Michael Neidorff wrote a letter saying the insurer was forging ahead with the WellCare deal and the regulatory process was well underway.
We have already started seeking the necessary regulatory approvals that we’ll need to complete the transaction,” Neidorff said in a letter to Centene employees. “We look forward to working through the transaction process so we can bring the benefits of our combined company to all of our stakeholders."
Centene’s WellCare transaction would put the combined company in all 50 states, creating a larger player in the business of administering Medicare Advantage. Centene is already sells Medicaid benefits in contracts with many states and is the largest provider of individual coverage under the Affordable Care Act, offering subsidized Obamacare in 20 states.

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