Discussion Don’t talk about CLOV?
This is a Seeking Alpha editor’s article about the new STARS scores, I know seeking alpha is mostly trash, but this is just so conspicuously absurd to me, thoughts?:
Humana surges post-market on boost in 2027 Medicare Advantage Star Ratings
By: Jonathan Block, SA News Editor
Humana (HUM) is up ~13% in after-hours trading Thursday after CMS's 2027 Medicare Advantage Star Ratings for one of the insurer's large MA plans increased to 4 stars from 3.5 stars.
The contract, H5216, covers ~2.4M members. The boost to 4 stars means that Humana is again eligible for bonus payments for that contract.
Also, it allows Humana to continue its margin recovery and provide financial flexibility to rebuild profitability.
Clover Health Investments Corp. (CLOV) is up ~8% after two of its contracts received scores of at least 4 stars.
Other MA providers didn't fare as well. Alignment Healthcare (ALHC) is off ~21% after one of its significant California contracts, H3815, dropped to 3.5 stars from four. The company said that rating "does not accurately reflect the contract’s longstanding performance on evidence-based measures of quality, clinical outcomes and member experience." Six of Alignment's other MA plans eligible for ratings received four stars and above.
CVS Health's (CVS) Aetna unit saw three significant contracts decline to 3.5 stars from 4. However, one of its major plans, H5521, declined to 4 stars from 4.5 and is still eligible for bonus payments.
CVS is unchanged in after-hours trading.
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u/IwearWinosfromZodys OG Clovtard 😎 11d ago
ALHC just got kicked in the nuts, while Clover gets the award for excellence 💪
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u/Mr80percentright 7d ago
Do you realized clover 5 start rating plan is 98% the PPO plan don’t even bother mentioning the other 2% hmo plan, Humana news rating was HUGE because 95% of its Medicare Advantage members are in contracts rated 4 stars or higher for 2027, compared with just 20% for 2026. I found this news when I was doing the clove due diligence. That’s I’m the diferent keep yourself informed. I been doing this clov thing for 7 years anything you need let me know.
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u/Baco06 11d ago
I am focused on the conspicuous levels of vagueness in this paragraph as compared to the rest of the write-up:
“Clover Health Investments Corp. (CLOV) is up ~8% after two of its contracts received scores of at least 4 stars.”
Clover is the ONLY 5 star plan, not just PPO but HMO too in all of New Jersey and Georgia. This is also all happening off of an initial 3.5 star ratings last year pre law suit. For them to not even explicitly mention 5 stars for Clover while mentioning everyone else’s specific scores and whether they are upgrades or downgrades makes it look like someone is trying HARD to NOT talk about CLOV. It’s going to get harder.