Impact and Management of PAMA Legislation for 2026
The company anticipates a potential $100 million impact if PAMA is implemented next year, with ongoing efforts to delay or mitigate this through legislation and data collection improvements.
Management is working with trade organizations to seek legislative solutions, including delays and data adjustments, to offset the impact.
Base case assumption is that PAMA will come into effect in 2026, but the company is preparing for various scenarios, including offsets via initiatives like LaunchPad.
Humana's Improved Full-Year EPS Outlook Driven by Outperformance in CenterWell Pharmacy and MA Membership
Humana raised its 2025 EPS outlook from approximately $16.25 to $17, driven by better-than-expected performance in CenterWell Pharmacy and individual MA membership.
The company highlighted strong progress in these areas, contributing to the revised outlook despite ongoing challenges.
Progress in Breast Health Business and New Product Launches
Management highlighted sequential revenue growth and early signs of recovery in Breast Health, with a focus on interventional sales increasing 31.8%.
The upcoming launch of the Envision system in 2026 is expected to be a significant growth driver, with the current focus on replacing older gantries and expanding the interventional segment.
Commercial Transformation and Sales Process Overhaul
The commercial transformation aims to capitalize on large enterprise and IDN opportunities, with a focus on moving from early-stage to later-stage deals.
The company has retooled its sales team to target hospital CNOs and other key decision-makers, emphasizing change management and clinical benefits.
Progress includes a more disciplined approach to sales forecasting, pipeline management, and deal closure, setting the stage for sustained growth.
Dafinchi
