EFTA00301317Set 9
2014-06-1818p8,334w
Humana with another $1+ of potential upside from additional
capital deployment and PBM outsourcing optionality.
• Our analysis is driven by proprietary actuarial database that translates publicly
posted benefit information into ... discount to the
group, but now that it has successfully executed on its PBM option, exited the
VADBe reinsurance business, and carries less exposure to reform risk in the initial
https://www.justice.gov/epstein/files/DataSet%209/EFTA00301317.pdf