The Industrial Complex of US Patient Management
High probability for a reevaluation as the market has not yet fully priced in the operational turnaround following the transition year 2025.
Reading Time: 2 minutes
UnitedHealth Group (UNH) is no longer merely an insurer, but the undisputed hegemon of vertical integration in the US healthcare market. Through the symbiosis of the insurance division UnitedHealthcare and the Optum service platform, the corporation controls not only the flow of money but also the entire patient pathway and the associated data streams. This structural moat of scaling and information depth is virtually impregnable for competitors. In an inefficient sector, UNH acts as the central order factor, whose infrastructure has become indispensable...
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