Core Insights - Centene Corporation (CNC) is expanding its supportive care services in Ohio through a partnership with Tuesday Health, launching on January 1, 2026, to provide structured palliative care for members with serious illnesses [1][4] Group 1: Partnership and Services - The program will offer eligible Buckeye members support from a diverse team including nurses, social workers, nurse practitioners, and physicians, aiming to manage symptoms and assist caregivers [2] - The initiative is designed to provide 24/7 access to clinicians, addressing issues early to prevent unnecessary hospital admissions [2][3] Group 2: Market Context and Strategy - The partnership is timely as Ohio faces increasing caregiver strain and a growing population with complex medical needs, with palliative care focusing on comfort and coordination [3] - This initiative aligns with CNC's value-based care strategy, particularly relevant for Medicaid, Medicare Advantage, and dual-eligible populations that typically incur higher medical costs [4] Group 3: Future Implications - The Ohio rollout creates a scalable framework for potential expansion of similar partnerships across other states if performance metrics are met [5] - While the immediate financial impact may be limited, this initiative could enhance the company's role in whole-person care and its commitment to managing complex populations [5] Group 4: Stock Performance - Over the past three months, CNC shares have increased by 23.8%, contrasting with a 6.8% decline in the industry [6]

Core Insights - Tuesday Health and Buckeye Health Plan have launched a partnership to provide expanded palliative care in Ohio, effective January 1, 2026, aimed at supporting individuals with serious illnesses and their caregivers [1][4]. Group 1: Partnership Details - Eligible Buckeye members will have access to an interdisciplinary care team from Tuesday Health, which includes nurses, social workers, nurse practitioners, and physicians [2]. - The care team will work closely with members' existing healthcare providers to manage symptoms and provide support, including 24/7 access to clinicians for urgent needs [2][3]. Group 2: Goals and Impact - The partnership aims to alleviate the burden of serious illness in Ohio, where one in four adults currently cares for someone with complex medical needs, as reported by AARP [3]. - Value-based palliative care is expected to reduce avoidable hospital visits by proactively managing symptoms and improving care coordination [3]. Group 3: Organizational Commitment - Buckeye Health Plan emphasizes its commitment to providing coordinated and compassionate care for members with complex health needs, aligning with Tuesday Health's care model [4]. - The collaboration is part of Tuesday Health's broader strategy to expand access to palliative care nationally, with plans to enter several new states in 2026 [4][5]. Group 4: Performance Metrics - Tuesday Health has reported high engagement and member satisfaction rates above 90%, along with measurable reductions in avoidable hospital and emergency department visits [6]. - The organization aims to enhance the quality of life for individuals and their caregivers through its community-based palliative care model [7]. Group 5: Company Backgrounds - Tuesday Health is focused on transforming serious illness and end-of-life care through goal-centered, value-based palliative care [7]. - Buckeye Health Plan has been dedicated to improving healthcare for low-income Ohioans since 2004, providing essential support through managed healthcare programs [8].

Company Overview - Chemed Corporation (CHE) provides healthcare and maintenance services primarily in the United States, operating in the VITAS and Roto-Rooter sectors [1]. VITAS Sector - The VITAS sector focuses on palliative care, which is a specialized area aimed at improving the quality of life for patients with serious illnesses [1]. Roto-Rooter Sector - The Roto-Rooter sector provides plumbing and drain cleaning services, contributing to the company's overall service offerings [1]. Investment Analysis Approach - The company emphasizes a fundamental analysis approach, screening for undervalued companies based on balance sheets, income statements, and cash flow statements [1]. - Valuation ratios and industry trends are key components of the analysis process to identify potential investment opportunities [1].