Tuesday, February 9, 2016

"Watch out folks in provider land, Optum's here

...  We expect Optum to be an increasingly disruptive technology, moving more care to outpatient and the home and owning more physician practices and practice patterns. On top of OptumRx and Insight, we think this is the future growth driver and this [4th quarter of 2015] is only likely the first upside from provider market transformation.... Watch growth from ownership of providers at Optum. That's the key to the future transformation of both UnitedHealthcare and the health care system in our view."

— Sheryl Skolnick, Ph.D., managing director and director of research at Mizuho Securities USA Inc., told AIS's Health Plan Week.

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