No other provider or payer needs any of our (Centene’s) legacy technology from the 90s and no other payer or provider would ever acquire Our members through acquisition when they can out compete Us at every single step. They can simply sit back and win market share.
We have focused so much on buying customers that our systems cannot support, that we will lose customers simply because our competitors can do what we do better.
Prediction: 50% drop in market value by 2025. Trying to be the next Optum will exhaust all AOP dollars and still never ever catch Optum.