Core Insights - Humana has significantly expanded its primary care business, increasing the number of patients seen by CenterWell Senior Primary Care by over 25%, equating to more than 100,000 additional patients in 2025 [3] - The acquisition of MaxHealth, which operates 54 primary care clinics and serves over 120,000 patients, is part of Humana's strategy to enhance its primary care offerings and expand into key markets [8] Financial Performance - CenterWell reported revenue of $22.5 billion in 2025, up from $19.9 billion the previous year, indicating strong growth in the primary care segment [5] - Despite revenue growth, income from operations remained flat at approximately $1.3 billion, as the primary care arm adjusted to a new CMS risk adjustment model [5] Competitive Landscape - Other major insurers like CVS and UnitedHealth are also involved in primary care, with CVS facing challenges such as a $5.7 billion goodwill impairment charge and plans to slow growth in its senior care clinics [6] - UnitedHealth has made cuts to its affiliated providers and reduced risk-based membership in its care delivery unit to improve profitability [7]

Core Insights - CenterWell has successfully completed the acquisition of MaxHealth from Arsenal Capital Partners, expanding its reach in the senior-focused primary care market [1] - MaxHealth operates a network of 82 clinics and serves over 120,000 patients, including more than 80,000 in value-based care programs [1] - The acquisition aligns with CenterWell's mission to provide personalized and integrated care, enhancing its ability to serve more patients [1] Company Overview - CenterWell is the largest senior-focused, value-based primary care provider in the United States, part of Humana Inc. [1] - MaxHealth, founded in 2015, focuses on high-quality, integrated care for adults and seniors in Florida, supported by a team of over 530 members [1][2] - Arsenal Capital Partners specializes in building market-leading industrial growth and healthcare companies, having raised over $10 billion since its inception [1] Market Impact - The acquisition allows CenterWell to enter new key markets, enhancing its service capabilities and patient outreach [1] - MaxHealth's integration into CenterWell is expected to further expand access to high-quality, patient-centered care in Florida [1] - The partnership reflects a commitment to reshaping healthcare delivery and improving patient experiences [1]

Amazon is enhancing its health-related offerings by expanding the geographic range of its same-day prescription delivery service and by launching a beta feature that helps patients understand their lab results.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYM ...

PORTLAND, Ore.--(BUSINESS WIRE)--Reperio Health and Amazon One Medical today announced a new partnership that connects at-home health screenings with proactive health care. Individuals who complete a Reperio comprehensive preventive screening, which is the only company offering instant results, will now also have direct access to a One Medical membership. This collaboration creates a streamlined path from early detection to ongoing primary medical care. "Consumers today can get their groceries in an hour, a ...

Q3 2025 Performance Highlights - Implemented Providers increased by 13.1% compared to Q3 2024[8, 18] - Practice Collections grew by 27.1% compared to Q3 2024[8, 18] - Adjusted EBITDA increased by 61.6% compared to Q3 2024, reaching a 30.5% margin, a 720 bps increase[8] Year-to-Date (YTD) 2025 Performance - Platform Contribution increased by 26.2%[21] - Care Margin increased by 19.6%[21] - Adjusted EBITDA increased by 43.5%[21] Value-Based Care (VBC) Performance - Total shared savings of $234.1 million (+32.6%) across Privia ACOs in MSSP 2024 performance year[15] - Mid-Atlantic ACO achieved the highest savings rate (11.0%) among ACOs with 40K+ lives for the 5th consecutive year[15] Financial Position and Outlook - Pro forma net cash of $409.9 million as of September 30, 2025[26] - Expects to use $100 million in Q4 2025 to acquire Evolent's ACO business[8, 26] - Updated FY'25 guidance for Practice Collections is $3.45 billion - $3.5 billion[27] - Updated FY'25 guidance for GAAP Revenue is $2.05 billion - $2.1 billion[27] - Updated FY'25 guidance for Adjusted EBITDA is $118 million - $121 million[27]

Core Insights - CVS Health reported a significant third-quarter loss of $4 billion, primarily due to the reduced value of its Oak Street Health primary care facilities [2][3] - Despite the loss, CVS raised its adjusted earnings per share guidance to a range of $6.55 to $6.65, up from $6.30 to $6.40, attributed to improved performance in its Aetna health insurance business [4] Financial Performance - The company experienced a net loss of $3.98 billion, or $3.13 per share, due to a $5.7 billion goodwill impairment charge related to the Health Care Delivery reporting unit, which includes Oak Street [6] - CVS's medical benefit ratio improved to 92.8% in the third quarter from 95.2% in the same period last year, indicating better management of health costs [5] - Revenues rose nearly 8% to a record $102.9 billion, driven by growth across all operating segments, with adjusted operating income increasing over 35% to $3.45 billion [10] Strategic Changes - CVS announced plans to close 16 Oak Street Health Centers, representing 7% of its senior-focused primary care locations, following challenges in the business's growth [7][8] - The company is reducing the number of new primary care clinics it will open in 2026 and beyond, reflecting updated financial projections and strategic changes in its health care delivery management team [9]

Core Insights - Alignment Health Plan has expanded access to bilingual primary care for Medicare-eligible adults in Maricopa and Pima counties through a partnership with Suvida Healthcare, effective October 1, 2025 [1][2] - The partnership aims to create health equity for Spanish-speaking members, addressing cultural and social realities to improve access and medication adherence [2][3] - Suvida Healthcare's model focuses on holistic, bilingual care that meets the needs of the growing Hispanic demographic in Arizona, which comprises nearly one-third of the state's population [2][4] Company Initiatives - Alignment Health has invested in culturally tailored solutions, including the el ÚNICO plan designed specifically for Hispanic seniors, offering bilingual services and benefits [3][4] - The collaboration with Suvida Healthcare aims to reduce barriers to healthcare access for Hispanic seniors, with one in five seniors reporting they skip care due to cultural and language obstacles [4] Service Expansion - Members enrolled in specific Alignment plans can access Suvida's primary care providers and neighborhood centers in Phoenix and Tucson, with additional access starting January 1, 2026, for the new Alignment Health Heart & Diabetes AZPlus plan [5] - Alignment's Arizona HMO contract has received a 4-star rating from the Centers for Medicare & Medicaid Services for 2026, indicating above-average performance [6] Market Reach - The annual enrollment period for Medicare runs from October 15 to December 7, allowing seniors to select or change health plans for the upcoming year, with Alignment offering seven plans in Arizona for 2026, reaching over 1.06 million Medicare-eligible adults [7][13]

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Second Quarter and First-Half Performance - Implemented Providers increased by 13.8% compared to the second quarter of 2024[8] - Practice Collections grew by 18.5% compared to the second quarter of 2024[8] - Adjusted EBITDA increased by 31.6%[8] with an Adjusted EBITDA margin of 25.2%, a 310 bps increase compared to the second quarter of 2024[8] - Platform Contribution increased by 15.4% for the second quarter[18] and 15.7% for the six-month period[21] - Care Margin increased by 18.5% for the second quarter[18] and 18.5% for the six-month period[21] Full Year 2025 Guidance - The company raised its full year 2025 guidance to above the high end of the range for Practice Collections, GAAP Revenue, Platform Contribution and Adjusted EBITDA[8] - The company anticipates ending FY'25 with over $450 million in cash, assuming no further capital deployment for business development[25] - The company expects at least 80% of FY'25 Adjusted EBITDA to convert to Free Cash Flow[29] - Initial FY'25 Guidance for Implemented Providers was between 5,200 and 5,300, reaching the high end at 5,300[27] - Initial FY'25 Guidance for Attributed Lives was between 1,300,000 and 1,400,000, reaching the high end at 1,400,000[27]

Core Insights - Amazon is reorganizing its healthcare business, Amazon Health Services, into six distinct units to enhance efficiency and innovation in addressing the fragmented healthcare experience for patients and customers [2][3]. Group 1: Organizational Changes - The restructuring involves creating six new divisions: One Medical Clinical Care Delivery, One Medical Clinical Operations and Performance, AHS Strategic Growth and Network Development, AHS Store, Tech and Marketing, AHS Compliance, and AHS Pharmacy Services [4]. - The leadership of the new units will include both long-time Amazon leaders and executives from One Medical, indicating a blend of internal and external expertise [2][4]. Group 2: Strategic Direction - The company aims to simplify its structure to move faster and innovate effectively in the healthcare sector [2]. - Amazon is expanding its healthcare offerings, including virtual care and chronic condition management, through strategic partnerships with companies like Teladoc and mental health providers [5]. Group 3: Competitive Landscape - Amazon is competing with Walmart not only for retail dollars but also for healthcare infrastructure, media, and cloud services [4]. - The company is actively working to redefine healthcare access and challenge established players in the industry [5]. Group 4: Recent Developments - In November, Amazon expanded its healthcare services by introducing the Amazon One Medical Pay-per-visit telehealth service, which provides care for various conditions and on-demand messaging visits with clinicians [6].