This company has never looked more disorganized. I think Centene has lost its direction. I can't even imagine where this company will be in a few years.
Does leadership have any long term goals for Centene or does it all come down to short term plans?
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When you have an activist shareholder/investor that forces the CEO to retire and reorganizes the board, you bet there are going to be changes right down to the bottom. Expect lots of selloffs of ancillary businesses and anything that can generate fast cash to boost share price. Expect MFN's cronies to be departing very soon. He'll also be gone by mid-year.
I also bet that the new CEO will be Sarah London and I doubt that the HQ will stay in STL. It will move to a more business-friendly and safer place.
The company is going to he-l in a hand basket
No direction at all and likely mass layoffs (bigger than last February) in February 2022. Mark my word!