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Anthem, Inc. (ANTM)

NYSE - Nasdaq Real-time price. Currency in USD
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452.14+5.31 (+1.19%)
At close: 04:00PM EST
452.26 +0.12 (+0.03%)
After hours: 06:14PM EST
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  • K
    Kevin H
    You can thank Humana for today's Anthem drop, since Humana took a 20% dump and sent a shockwave through the industry.
  • D
    Dan
    Any guesses on next dividend raise?
  • a
    aabbg
    ANTM + VSBGF New contracts + FOBIF Revenue Up 290 % + AABB up 4,000 % year.
  • Y
    Yahoo Finance Insights
    Anthem reached an all time high at 464.43
  • J
    J
    Is there a split in Antm future?
  • D
    Dawg Pound
    Added to my portfolio last week.
    Let’s go!!!
  • Y
    Yahoo Finance Insights
    Anthem reached an all time high at 448.39
  • D
    DAVID
    $CLOV conversation
    1/2
    So why would a company like $GOOG buy a company like $CLOV for at least $30/share?

    FYI, my opinions. Not inside information and not financial advice. This is an argument for a mutually beneficial business combination via acquisition.

    OK, so why would a company like $GOOG buy a company like $CLOV for at least $30/share?

    The bigger question is why one of the current big healthcare giants ($UNH - $430B MC, $ANTM $105B MC, $HCA - $76B MC, $CI - $72B MC, $HUM - $57B MC,) wouldn’t buy $CLOV first to prevent having to compete with Google? The fact is they may not even be in the discussions due to the strong existing relationships between $CLOV management and $GOOG, but they should do whatever they can, and pay whatever it takes, to make sure this group does not reunite.

    Well first, maybe “reunite” is not quite correct as in fact, they are already partners. Google was one of the lead investors that helped launch $CLOV.

    https://www.fiercehealthcare.com/technology/google-parent-company-invests-big-medicare-advantage-startup-clover-health

    So why would Google, a tech company, want to invest ad/or partner/acquire Clover, a medical insurance company? Here’s a few reasons:

    Clover Health is primarily a tech company. There’s a great interview with the CEO Vivek Garipalli.

    https://youtu.be/uLmXHEHNsZo

    This is definitely worth the hour to listen as it gives great insight into how the concept of Clover Health came to be and more importantly, where it is going. Of particular interest, Vivek talks about how this was developed as a tech company. They had such amazing technology and AI, which would develop into Clover Assistant, but there was a problem. The issue was given the current setup of the medical industry, there was no incentive in place for the end user (i.e. the medical practices) to spend any funds on software to make patient outcomes better and more efficient. As Vivek explains, they soon realized to find the market that would see the value in their technology, they would have to create that market. Sounds very similar to many tech companies that are ahead of their time.

    2)

    Google has been interested in using AI to reinvent the $3T US healthcare industry for many years.

    https://www.cbinsights.com/research/report/google-strategy-healthcare/

    Doesn’t this sound like something the team leading Clover would say:

    In a statement provided to Fierce Healthcare, a Google spokesperson said "Google deeply believes in the power of technology to improve health and wellness and we have increased our health investments across the company.

    Clover Health Mission Statement

    On a mission to improve every life, Clover uses its proprietary technology platform to collect, structure, and analyze health and behavioral data to improve medical outcomes and lower costs for patients.

    While they had created an internal Google Health division in 2018, they have since disbanded the division. It seems like many large companies, Google needs entrepreneurs to basically handle outsourced innovation. In many cases like this, once the group better identifies the opportunities, defines the market, and proves out a workable model, an acquisition makes sense for all parties. As CTO Andrew Toy said in an Oct interview, “I truly believed you had to be within the healthcare industry, and specifically a payer, to then build great technology and have the fulcrum to make a difference."

    As you can read in the links below or doing a quick Google search, while the division was dismantled, their appetite to be in healthcare has not diminished.

    https://www.forbes.com/sites/johanmoreno/2021/08/21/google-dismantling-health-division/?sh=8f056abe4011

    https://www.healthcaredive.com/news/google-disbands-health-unit-as-chief-departs-for-cerner/605387/

    https://www.fiercehealthcare.com/tech/google-previews-ai-dermatology-tool-to-help-consumers-identify-skin-conditions

    https://www.fiercehealthcare.com/hospitals/google-cloud-will-beef-up-hca-healthcare-s-clinical-operational-data-analytics-new

    He also was quoted on an Oct interview saying, "I took a bit of an unusual choice instead of founding a company that worked within Google Health, Amazon, or Microsoft. I truly believed you had to be within the healthcare industry, and specifically a payer, to then build great technology and have the fulcrum to make a difference." This is the thinking outside the box that large established companies cannot do. They need to let people like Vivek and Andrew create a successful model and then just buy it out.

    3)

    Clover has incredibly deep relationships with Google. I’m sure most of you already know CTO Andrew Toy, the genius behind the Clover Assistant, has already developed a startup company, refined the model, proved it out, and sold it to Google.

    https://www.businessinsider.com/googles-120-million-divide-acquisition-2014-10
    Clover Health, the technology-focused startup serving Medicare Advantage customers, just got another infusion of venture capital. The company is now valued at $1.2 billion.
    Clover Health, the technology-focused startup serving Medicare Advantage customers, just got another infusion of venture capital. The company is now valued at $1.2 billion.
    www.fiercehealthcare.com
  • C
    CLINTON
    lol, this is an opportunity to purchase. over 2% pullback on no news and no reason other than the big funds want to steal shares, buy stock, buy calls, and write puts. Close even or green today.
  • s
    sean
    Healthcare!!!!....always going to the moon, too big to fail
  • C
    CLINTON
    Last ditch effort to push it down. Bounce is in the works....just look at CI, HUM, ANTM, UNH, they are playing games and will soon buy it all back.
  • C
    CLINTON
    Funny how they manipulate prices when they have their BOT computer programs running and have billions at their disposal. Stop buying on margin and this will not happen.
  • G
    Gabriel
    $CVS conversation
    Looks like it will be a sluggish day, but to anyone whose here, $CVS is still
    - down 5.92% YTD ($CI up 13.95% YTD, $UNH up 36.57% YTD, $HUM up $34.22% YTD, $ANTM up 15.24% YTD)
    - CVS has the lowest PE ratio of all healthcare stocks of 10x to 12x
    - Coming off consecutive great quarters and going to finish with a great year
    - new CEO
    - heavily involved in Vaccine administration

    Price should be ($5.45 EPS ex $2 Div times 18 to 20 times) = $100

    For those that believe in $CVS, please hold your position and let's make today a good day.

    Honestly everything else ... energy stock weed stock tech stocks are already overpriced... investors need to recognize the value here and keep $CVS going up today.
  • H
    Hg
    Anthem Q4 earnings up 120%; non-GAAP EPS up 59%
    GREAT Q4 RESULTS, GREAT GUIDANCE, REVENUE TOPPED EXPECTATIONS
  • P
    Patrick Chan
    Healthcare plan sector is being affected by CI quarterly earnings today.
  • k
    komol
    ANTM's PE this year will be around 13.7 and drop down under 10 next year. Next year all the health care will get a big break from the all big drug companies because of the pressure from the Dem. and GOP on the election year. The investors will relocate their assets to the risk off stocks, with dividends and moderate growth. All health care providers will get the wind fall profit from the election year.
  • a
    angelo
    Today and for the next 2 weeks when all the weak hands sold this stock will recover back to $310. Strong beat and guidance . Forget Bernie he’s delusional and Medicare for all will never work or ever be close to entertain
  • A
    ABC
    15x the 2020 projected EPS of 22 should make a price target of 330.
  • g
    george
    Market drop today is more correlated to Sanders win in Nevada than the corona virus, just look at the SHCOMP. This is what the democrats will do to your investments. And whatever is left, they'll transfer that to those who won't work or pay their bills.