Some are complaining that the "visible hand" really make the industry "uninvestalbe".
But I think differently, the opportunity may lay ahead.
What are happening?
There are two big things happening in manged care space
1. the expiration of ACA enhanced subsidies
2. the proposed steady government pay in 2027.
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what managed care companies can do to protect their profit?
basicall, those will force manged care to do some or all of following things：
a. raise premium
b. cut non essential benefits
c. Increase co-pay /co-insurance
d. more strict rule for authorization.
e. Exit from high risk market
f. this is not an exhaustive list.
Therefore, customers will eventually shoulder the costs.
Keep in mind this is a mid term year. No politician will be so naive and think the voters will like those.
I guess there will be some compromise.
But, but, at the end, who know? Therefore, NOt a trade recommendation.
