STUDY: 4M PEOPLE MAY BE ELIGIBLE FOR FULL SUBSIDIES IN REOPENED ACA EXCHANGES

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THE COWEN INSIGHT

The Biden Administration will announce a new three-month open enrollment period for the individual exchanges. It is not clear when the new open enrollment period would begin but Biden Administration officials said the fastest it could happen is mid-February. We view the announcement as incrementally positive for MCOs with individual exchange exposure such as CNC, MOH, ANTM, and CI.

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