Elevance Health
What Elevance Health is up to now
Standing read holds unchanged: Carelon re-led (new co-chiefs over 90M consumers, 03-31), ABA/SUD cost targeting, and the BH 'ghost network' network-adequacy class action a court let proceed (04-01).
as of 2026-08-16
Sphere us
Pocket
Health
Blue-licensed payer (+Carelon); deepest payer behavioral-health bench (ex-Beacon).
The axes
- Commanded capital
- ~$199B/yr revenue + >=$6B/yr operating cash flow
- Thrust
- ≈0 ARTIFACT-SUPPRESSED — no standalone dep disclosed since 2020; blended D&A gave a false −$0.5B (Broadcom-trap); true figure likely positive
- Optionality
- constrained + 11-state Blue license fence
- Gravity
- GROSS — ~46.8M members
axes as of 2026-07-25 · gravity shown gross (undeflated)
Projects & threads
No live threads tagged to this actor this week.
Vocabulary
