(Bloomberg) - Humana Inc. shares plunged feem ntau intraday nyob rau hauv 13 xyoo, dragging down rivals 'cov stocks, tom qab lub tuam txhab tuav pov hwm kev noj qab haus huv txiav nws cov kwv yees rau Medicare cov tswv cuab kev loj hlob los ntawm ib nrab.
Humana xav tias yuav ntxiv 150,000 rau 200,000 tus tswv cuab tshiab hauv Medicare Advantage cov phiaj xwm xyoo no, nqis los ntawm kev kwv yees ua ntej ntawm 325,000 txog 375,000, lub tuam txhab tau hais rau hnub Thursday hauv daim ntawv foob. Tus neeg tuav pov hwm tau hais txog qhov kev txiav tawm siab tshaj qhov kev cia siab thaum lub sijhawm sau npe tsis ntev los no rau 2022 Medicare kev pab them nqi.
Shares ntawm Humana poob ntau npaum li 21% thaum 3:33 teev tsaus ntuj hauv New York, lawv qhov kev poob qis tshaj plaws txij li Lub Ob Hlis 26, 2009. UnitedHealth Group Inc. poob ntau npaum li 5.4%, txo qis tus nqi-hnyav Dow Jones Industrial Nruab nrab. Shares ntawm Medicare-tsim cov tuam txhab tshiab, suav nrog Clover Health Health Investments Corp. thiab Oak Street Health Inc. kuj tau poob qis, poob ntau npaum li 8.4% thiab 7.6%, feem.
Private Medicare Advantage cov phiaj xwm kev noj qab haus huv tau ua rau muaj kev loj hlob rau cov neeg pov hwm kev noj qab haus huv thiab nyiam cov neeg tuaj tshiab rau hauv kev ua lag luam. Nws yog lub lag luam tseem ceeb rau Humana, tus muag khoom thib ob ntawm cov phiaj xwm tom qab UnitedHealth.
Tus nqi txhoj puab heev
Humana Tus Thawj Coj Bruce Broussard hais txog kev sib tw los ntawm cov neeg sib tw nrog tus nqi uas nws hais tias yuav tsis muaj kev ruaj ntseg.
"Muaj qee tus nqi pheej yig heev tshwm sim hauv khw," nws hais hauv qhov tshwm sim ntawm Goldman Sachs lub rooj sib tham rau hnub Thursday, hais txog kev sib tw hauv Florida, cheeb tsam Los Angeles thiab lwm lub khw.
Humana tuaj yeem tsom ntau dua ntawm kev muaj txiaj ntsig thoob plaws kev lag luam ntau dua li cov paj tau paj hauv ib tus neeg Medicare kev lag luam, nws hais tias, raws li tus neeg tuav pov hwm thiab nws cov neeg sib tw muab kev kho mob ncaj qha.
Hloov Dynamics
Nws tau hais tias "Txoj kev muaj zog nyob rau xyoo tas los tau hloov pauv, thiab kev sib tham sib tham yuav tsum hloov zuj zus," nws hais. Broussard kuj tau hais tias Humana muaj "kev lag luam dav dav" dua li nws tau ua.
Cov tuam txhab pov hwm kev noj qab haus huv ntsib kev txwv ntau npaum li cas lawv tuaj yeem tau txais txiaj ntsig. Lawv tshuav nyiaj rov qab rau cov neeg siv khoom yog tias lawv tsis them tus nqi them nqi kho mob. Tab sis ntau zuj zus Humana thiab nws cov neeg sib tw khiav lag luam cov kws kho mob uas tsis muaj cov txiaj ntsig zoo li no, thiab Broussard tau hais txog qhov tseem ceeb ntawm qhov kev lag luam ntawd.
Nws tau hais tias "Kev lag luam margin muaj cov lag luam tsis muaj kev tswj hwm uas tau loj hlob," nws hais.
Broussard tau hais tias lub tuam txhab tau npaj kom muaj kev sib tham nrog cov tub ua lag luam nyob ib puag ncig cov paj hauv lub quarter thib ob, ntxiv tias Humana yuav tsom mus ntxiv rau kev txhim kho cov khoom lag luam. Qhov muag-tawm hauv Humana sib koom tob zuj zus tom qab cov lus hais ntawd.
Nws tsis paub meej tias Humana qhov kev kwv yees qis qis tsuas yog cuam tshuam cov tswv cuab tsuas yog mus rau cov neeg sib tw lossis kev poob qis hauv kev loj hlob ntawm Medicare Advantage kev lag luam tag nrho.
Humana rov lees paub nws cov nyiaj khwv tau los ntawm ib qho kev qhia rau 2021 thiab rov hais dua tias 2022 kho cov nyiaj tau los yuav nyob rau ntawm "tsawg kawg" ntawm nws lub hom phiaj kev loj hlob ntawm 11% mus rau 15%.
(Hloov kho nrog tus nqi sib koom, CEO hais)
Ntau cov dab neeg zoo li qhov no muaj nyob ntawm bloomberg.com
Sau npe tam sim no kom nyob tom ntej nrog txoj kev lag luam tshaj plaws kev lag luam.
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Tau qhov twg los: https://finance.yahoo.com/news/humana-sinks-driving-down-insurers-154217948.html