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Molina Healthcare (MOH) CEO says challenging operating environment catalyst for smaller and less diverse health plans to consider strategic options.

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  • Says is confident in outlook for Medicaid business, rates and trends will eventually be balanced, adding that he remains optimistic about future earnings.
  • Not contemplating Medicaid part A exit as there is no State where the regulatory environment is friendly to managed care.
  • Forecasts emergence of minor acuity shift in 2027 to 2029 due to the big beautiful bill. 
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