[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6221 followers Created: 2025-07-07 04:30:06 UTC Unbelievable a top article on Seeking Alpha about Centene $CNC could be based on a premise which is flat out wrong, by an alleged "industry insider." This anonymous author says: "I feel confident writing about insurance companies because I have spent nearly XX years as an executive in the industry." ...and... "Let me explain this from an industry insider's point of view." This is his purported insider view: "Medicaid filings are at state level, with different deadlines per state. As ACA is federally regulated, the Marketplace rate filings are on a federal submission, June 5th was the 2025 deadline. The upshot of this is that Centene management became aware of a sharp decline in profits after the 2026 rate filings were submitted. They won't be able to start charging adjusted rates until 2027. This implies that premium rectification will only impact the financial results about XX months out from today. Earnings recovery will be a slow burn." Nope. Here's the first paragraph of the July 1st guidance withdrawal from $CNC: "Regarding the 2026 Marketplace plan year, the Company has commenced the process of refiling 2026 Marketplace rates to reflect a higher projected baseline of Marketplace morbidity than previously expected. The Company currently expects to be able to take corrective pricing actions for 2026 in states representing a substantial majority of its Marketplace membership." [emphasis added] As far as Medicaid (not Marketplace) the 2027 thing is theoretically possible but unlikely to apply universally across Centene’s XX state portfolio. Most states also allow Medicaid emergency rate adjustments, enabling 2026 changes past the initial filing deadline. See Grok's attached answer on that.  XXXXXX engagements  **Related Topics** [insurance](/topic/insurance) [$cnc](/topic/$cnc) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/SayNoToTrading/status/1942078646325321774)
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Say No To Trading @SayNoToTrading on x 6221 followers
Created: 2025-07-07 04:30:06 UTC
Unbelievable a top article on Seeking Alpha about Centene $CNC could be based on a premise which is flat out wrong, by an alleged "industry insider."
This anonymous author says:
"I feel confident writing about insurance companies because I have spent nearly XX years as an executive in the industry."
...and...
"Let me explain this from an industry insider's point of view."
This is his purported insider view:
"Medicaid filings are at state level, with different deadlines per state. As ACA is federally regulated, the Marketplace rate filings are on a federal submission, June 5th was the 2025 deadline.
The upshot of this is that Centene management became aware of a sharp decline in profits after the 2026 rate filings were submitted. They won't be able to start charging adjusted rates until 2027. This implies that premium rectification will only impact the financial results about XX months out from today. Earnings recovery will be a slow burn."
Nope. Here's the first paragraph of the July 1st guidance withdrawal from $CNC:
"Regarding the 2026 Marketplace plan year, the Company has commenced the process of refiling 2026 Marketplace rates to reflect a higher projected baseline of Marketplace morbidity than previously expected. The Company currently expects to be able to take corrective pricing actions for 2026 in states representing a substantial majority of its Marketplace membership." [emphasis added]
As far as Medicaid (not Marketplace) the 2027 thing is theoretically possible but unlikely to apply universally across Centene’s XX state portfolio. Most states also allow Medicaid emergency rate adjustments, enabling 2026 changes past the initial filing deadline. See Grok's attached answer on that.
XXXXXX engagements
Related Topics insurance $cnc stocks healthcare