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Posted by
Two Blokes May 11 -
Filed in
Stock
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3 views
CVS' turnaround may be here, given the seemingly stabilizing medical cost trends as similarly reported by its peers, with it triggering the moderating Medical Benefit Ratio. This is despite the stable enrollments and the higher utilization, thanks to its improved Medicare Advantage star ratings and the growth in its commercial-fee businesses. We are likely to see CVS' Health Care Benefits segment report sequential improvements after the exit from the Affordable Care Act [ACA] plans from 2026 onwards as well.
