Tuesday, July 28, 2020

Pandemic Boosts Centene’s Medicaid Enrollment And Profits


Bruce Japsen Senior Contributor Jul 28, 2020,09:04am EDT
Health insurer Centene is seeing a boost in Medicaid enrollment as unemployment rises amid the spread of the coronavirus strain Covid-19 though Americans are signing up to such coverage at a slower pace than the company originally projected.
Centene Tuesday said its overall managed care membership in the second quarter of this year rose nearly 64%, or 9.6 million members, compared to June 30, 2019 to 24.6 million total members. Of that, Centene’s total Medicaid enrollment increased to 12.5 million in the second quarter compared to nearly 8.5 million in the year-ago period.
Though Centene is also a larger company thanks to acquisitions, the health insurer is expecting a continuing enrollment boost in Americans signing up for Medicaid, the health insurance for low income Americans it manages via contracts with states. Centene, which bought WellCare Health Plans earlier this year, is now a national health plan providing benefits to 1 in 15 Americans and is the largest provider of individual coverage known as Obamacare under the Affordable Care Act. 
Earlier this year, Centene said it expects the spread of Covid-19 to boost Medicaid and Obamacare enrollment in the coming months and increase 2020 revenue by $4 billion. On Tuesday, Centene reduced its 2020 revenue projection by $500 million amid the volatile rate of infections in certain markets across the country.
“We still expect to add $3.5 billion in Covid driven revenue,” Centene chairman and CEO Michael Neidorff told analysts on a call Tuesday morning to discuss earnings. “It is increasingly clear we are going to be living with this pandemic for some time.”
In the second quarter, Centene’s total revenue jumped 51% to $27.7 billion from $18.4 billion in the year ago period. Meanwhile, Centene’s net income more than doubled to $1.2 billion, or $2.05 per share, in the three months ended June 30, compared to $495 million, or $1.18, in the year-ago period.
"Looking ahead, while we expect the national economic trajectory to remain choppy as we move through the second half of the year, we believe that the return of utilization by our members seeking treatments will be regionally driven,” Neidorff said in a statement accompanying the earnings report. “We continue to provide the highest quality of care to our members during this critical time and are well-positioned to respond quickly to evolving dynamics as we execute on our growth strategy. We are further supported by the strength of our balance sheet and solid financial position."

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