Centene ‘Laser-Focused’ on Improvements to Medicaid Business, CEO London Says

Centene is “laser-focused” on improving the performance of its Medicaid business following a difficult 2025. CEO Sarah London told investors Friday morning on the company’s earnings call that the team made headway in this effort in later part of 2025, with it’s Q4 medical loss ratio of 93% on par with expectations set for analysts in October and showing notable improvement from the second quarter of 2025. She said that utilization trend patterns seen in the third quarter largely carried into Q4, with behavioral health as the largest driver. Home health services and high-cost pharmaceuticals were also key factors in cost and utilization trends seen in the back half of the year, she said.

Read the full article: Centene ‘Laser-Focused’ on Improvements to Medicaid Business, CEO London Says //

Source: https://www.fiercehealthcare.com/payers/centene-reports-11b-loss-q4-elevated-medical-costs-continue-strain-finances

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