Molina Healthcare首席执行官近日指出，公司预计在2025年将经历医疗补助计划重定过程中250个基点锐度转变的收尾阶段。这一调整属于一次性事件，其影响将不会延续至2026年。
此次重定流程带来的 acuity shift（医疗需求等级变化）主要体现在风险调整层面，其250个基点的波动幅度反映了医疗补助参保人群健康风险特征的阶段性变化。公司管理层强调，这种结构性调整具有明确的周期属性，不会成为未来年度的持续性影响因素。
分析师指出，这一表态有助于厘清市场对Molina Healthcare医疗补助业务盈利可持续性的疑虑。随着重定进程进入尾声，公司2026年的医疗成本结构有望回归更可预测的常态水平。
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