Ana Gupte


Last quote by Ana Gupte

They didn't have drug pricing legislation built into this. They got a tax break. Maybe they can give some of that back to consumers in the form of co-pay assistance that may get the government off their back and the president's populist agenda gets served as well.
Mar 24 2017
Ana Gupte has been quoted 17 times. The two most recent articles where Ana Gupte has been quoted are Anthem’s fight for Cigna deal may come down to breakup fee and Trump order paves way for agencies to weaken health law. Most recently, Ana Gupte was quoted as having said, “She's made all of the points, but particularly the 'elephant in the room. With Cigna and Anthem, with their conflict ? I think she rightly challenges the two companies' ability to realize those efficiencies. They do have a merger agreement through April. It buys them time to think about their strategy to challenge this breakup fee ? and I think that they will challenge it legally. So ? all three companies ? Aetna, Anthem, Cigna ? need to shore up their senior platform. And Humana is the prize here.”.
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Ana Gupte quotes

It's really a big problem, and it led to the exit of UnitedHealth from 27 of the 35 states that they are in, and also Humana has exited a handful of states.

We expect these exits place the Obama Administration in a position where they particularly need Aetna and Anthem to play in these markets. We see this as potentially acting as a positive influence on deal close to make it viable for these companies to subsidize these losses as a public service to consumers through the synergies generated by the proposed acquisitions.

I think Anthem and Aetna are being viewed simultaneously by the DOJ and the state regulators.

The latest news has taken a very unhealthy turn and we see it unlikely that Anthem renews its contract with Express Scripts past 2019, and is likely to leave sooner to the extent it can manage the transition for consumers smoothly.

We see this deal as adding meaningfully to the value proposition of OptumRx, which now manages over 1 billion prescriptions.

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