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Centene Corporation (CNC) Presents at UBS Global Healthcare Conference 2025 Transcript
Seeking Alphaยท 2025-11-11 17:41
Core Insights - Centene Corporation reported Q3 results that exceeded expectations, leading to an upward revision of the full-year outlook to at least $2 [2] - The company is making progress in Medicaid Health Benefits Ratio (HBR) sequentially [2] Medicaid Updates - Centene was not awarded the CMS Florida contract, which it had held for the past six years, despite a strong response in the RFP process [3] - The company was unable to agree on terms for the new contract, aligning with its strategy to maintain sustainable margins [3]