UnitedHealth Group Incorporated

Q2 2019 Earnings Conference Call

7/18/2019

speaker
Operator
Conference Call Host
Good morning and welcome to the United Health Group second quarter 2019 earnings conference call. A question and answer session will follow United Health Group's prepared remarks. As a reminder, this call is being recorded. Here is some important introductory information. This call contains forward-looking statements under the U.S. federal securities laws. These statements are subject to risks and uncertainties that could cause actual results to differ materially from historical experience or present expectations. A description of some of the risk and uncertainties can be found in the reports that we file with the Securities and Exchange Commission, including the cautionary statements included in our current and periodic filings. This call will also reference non-GAAP amounts. A reconciliation of the non-GAAP to GAAP amounts is available on the earnings reports and SEC filing section of the company's investors page at www.unitedhealthgroup.com. Information represented on this call is contained in the earnings release we issued this morning and enter Form 8K, dated July 18, 2019, which may be accessed from the Investors page of the company's website. I will now turn the conference over to the Chief Executive Officer of UnitedHealth Group, David Wickman. Please go ahead.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Good morning, and thank you for joining us. Today we reported strong, well-balanced revenue and earnings growth across our businesses, continuing trends of the last several years. We have considerable momentum improving the consumer, physician, and customer experience. applying rigorous net promoter disciplines within a culture built to serve people's most fundamental need, their health. Executing on our mission, helping people live healthier lives and helping make the health system work better for everyone, produces value for people, the health system, and society overall, and strong returns for our shareholders. In the first half of 2019, total revenues grew year over year by 9%, or $9.6 billion to $121 billion. Adjusted earnings per share advanced 18%. Both UnitedHealthcare and Optum contributed strongly to these results, generating total enterprise operating cash flows of $9.1 billion, or 1.3 times net earnings. Confidence in our ability to continue to advance our fundamental performance and profitable growth leads us to increase our outlook for full-year adjusted earnings to a new range of $17.40 from $14.70 to $14.90 per share. We are constantly developing and refining our differentiated set of core capabilities, enriching, integrating, and applying deep proprietary information sets to improve engagement and clinical decision-making, embedding modern analytics and technologies across the system to make it more interoperable, transparent, and efficient, and expanding the scope and effectiveness of our clinical capacities and aligning with others through value-based incentives to improve health outcomes while lowering costs. As we work in partnership with the care community and others, these competencies enable us to develop the next generation health system in a socially conscious way, a system that provides high quality, efficient, and fair access for all. You can see the latest evidence of our progress on a number of fronts. Our recently completed combination with the Vita Medical Group meaningfully expands OptumCare's nationwide network of physicians. The John Muir Health strategic relationship announced yesterday is unique in its breadth of services and demonstrates the role Optum can play when it is fully aligned with its customers, serving the needs of local communities. Continued OptumRx gains in employer, health plan, and coalition markets reflect the distinctive, more wide-ranging, and more modern consumer approaches OptiMARx applies to deliver value, addressing one of the most challenging burdens of healthcare, excessive drug and biologic costs. The first 20 million real-time interoperable individual health records are being scheduled for market deployment. We remain optimistic about the potential of these deeply personalized health records and associated Next Best Action recommendations to improve the health of people we serve and the overall system performance. Consumer engagement aligned to this actionable health information plays a critical role in developing the next generation health system. By the end of this year, Rally's digital engagement capacities will be available to nearly 20% of the U.S. population, solidifying its opportunity to advance individual health at scale. Physician data sharing and value-based incentives round out a true end-to-end alignment of a progressive health system. Value-based payments to care providers are growing at more than 15% in 2019, aligning incentives to practice high-quality care while improving the effective use of health system resources. We expect these value-based payments to ramp at an even more accelerated pace in the coming years. All of these and the examples offered by our business leaders today are only a partial reflection of the steady progress we are making in advancing our enterprise mission to make healthcare work for everyone, so everyone can live healthier lives. The results are compelling. We are lowering cost trends, steadily improving NPS, and achieving improved clinical outcomes leading to continued long-term sustainable performance and growth for our business. With that, I'll now turn to UnitedHealthcare's new Chief Executive Officer, Dirk McMahon. Most of you know Dirk from when he first joined UnitedHealthcare in 2003. Having worked in major leadership roles at United Healthcare, Optum, and United Health Group, he knows firsthand how to maximize the full capabilities of this enterprise, including the clinical capacities of Optum Health, the data, insights, and advanced technologies of Optum Insight, and the distinguished pharmacy care solutions offered by OptumRx. Dirk?
speaker
Dirk McMahon
Chief Executive Officer of UnitedHealthcare
Thank you, Dave. I'm glad to be back at United Healthcare. I'm pleased with what I've seen in the first few weeks in the role. We don't need a major shift in direction, but we will sharpen our focus on delivering consistent growth performance across all market segments. An essential step to drive growth is consistently achieving superior operating and medical cost structures. Cost impacts member health when it is a barrier to getting care, and we need to address that even better for people. It's the primary driver of consumer satisfaction in NPS. When we improve satisfaction in NPS, we drive growth. We'll continue our intense focus on simplifying and improving the experience for people. Using our digital platforms and applications, we can improve our ability to help people navigate the complexities of healthcare and get people on effective care pathways. This creates a better clinical and service experience, which leads to better outcomes, cost containment, and satisfied members. Some of the essential elements of this include better information sharing with consumers and their doctors, creating aligned incentives among consumers, care providers, and UnitedHealthcare, tailoring products to consumer needs, providing digital and human navigators to support consumers in their health and care journeys, and offering practical technology at key decision points. Simplicity is vital to making healthcare easier. Our Navigate for Me offering simplifies and personalizes care for seniors with complex conditions. It provides them with a single point of contact for concierge services and a dedicated team of experts. Supported by a proprietary technology platform with integrated data, navigators help coordinate care through personalized care plans and address social determinants. Results have been positive, with a 14% reduction in hospitalizations and a 9% reduction in ER visits for patients with congestive heart failure. Navigate4Me dramatically improves NPS, now nearly 20 points higher than traditional approaches. With nearly 1,000 navigators now in place, we will continue to expand deployment and impact over the coming quarters. We have created simplified paths, enabling doctors to provide high-quality surgical procedures in ambulatory settings. These can be less than half the cost of traditional inpatient settings, with higher quality outcomes and greater consumer satisfaction. And our recently launched preferred lab networks create paths for patients and physicians and patients to use to lower cost testing facilities, make it easier to order labs electronically, and provide prompt turnaround times for results. From these examples and more across inpatient and outpatient services, we see an opportunity for more than $20 billion in potential annual savings and spend managed by UnitedHealthcare's employer and individual business alone in reducing unwanted variations in care, converting care to the most appropriate site of service, and aligning with high-performing delivery systems. We continue to diversify and extend our employer and individual business, organizing local systems of care physically, virtually, and digitally, building collaborative relationships with care providers and sharing data bidirectionally with them, and innovating around product designs. For example, our partnership with Centura Health announced last year in the Colorado Doctors Plan is achieving price points 20% lower than our broad access offerings. Some of the attributes driving this success include the use of effective referral patterns, timely texting with alternative care options when a patient registers at the emergency room, and virtual appointments. This is the type of total cost of care product innovation you should expect from us. Likewise, at community and state, medical cost and operational improvements are advancing nicely as planned. And on the growth front, we're preparing to serve more people later this year with our recently awarded North Carolina opportunity. Our businesses serving people who are duly eligible for Medicaid and Medicare continue to expand and perform well. The outlook for further growth in this category, and more broadly in the group and individual Medicare Advantage, remains exceptional. Year over year, we've grown by more than 540,000 people across these important areas, greater than 10%. We see significant macro revenue growth opportunities in these categories for years to come. As such, we will continue to invest in many ways, ranging from stable benefits to better coordination of care. For example, in 2020, we will provide all duly eligible members with a personal care coordinator to help manage their Medicaid and Medicare benefits and coordinate clinical needs such as appointment scheduling, filling prescriptions, and closing gaps in care. UnitedHealthcare's financial performance continues to be strong. Revenues grew 6% to $48.6 billion while operating earnings advanced 12% to $2.6 billion in the quarter. I'm looking forward to working with our team to further elevate UnitedHealthcare's performance from the strong position we hold today, delivering more value across multiple dimensions in healthcare. Now, let me turn it over to Andrew Witte, Chief Executive Officer of Optum.
speaker
Andrew Witte
Chief Executive Officer of Optum
Thank you, Dirk. At Optum, we're developing and building a broad set of capabilities, supporting a vision for providing better healthcare and increased affordability for more people. This compels us to rethink how care can be provided more holistically across the broad and changing healthcare landscape. One significant opportunity for improvement comes in chronic disease care. The 30 million people in the U.S. with three or more chronic diseases account for two-thirds of healthcare spending today, and the number of people is expected to grow to 80 million by 2030. Managing these chronic patients requires a multidisciplinary, hands-on approach Optum is building in its next-generation condition management programs. These include the management of emerging high-cost specialty drugs, which are expected to continue to be a leading driver of medical cost inflation. We address these trends through a broad range of approaches, including direct delivery of home and office infusion services, and direct delivery of specialty pharmacy prescriptions to the home with digital care services provided by Optum pharmacists to educate patients on how to properly take their medication. Another challenge Optum is meeting head on is the dramatic rise in oncology drug spending. In the US health system, misaligned incentives lead to administering higher cost oncology drugs unnecessarily. We do think there's a better way. Early results from our integrated opt-in care cancer center in Nevada suggest that decoupling oncology drug payments from doctor compensation can reduce pharmaceutical spending for seniors by nearly 30%. It drives improved clinical quality based on the best science while keeping the patient's comfort, care, and dignity as the highest priorities and ensuring physicians administering the care are paid fairly for their excellent work. We're exploring other new approaches along therapeutic lines, such as chronic heart failure and musculoskeletal conditions, to more comprehensively address care needs of those with significant health challenges. Direct delivery of care by physicians will be pivotal to this agenda, as OptumCare seeks to coordinate each patient's care journey with a focus on proactive, preventive medicine, especially for those with the most acute need. Creating value for those we serve translates to stronger financial performance. Over just the last three years, the revenue per consumer served by OptumHealth has grown by nearly 50%. In the quarter, OptumHealth's total revenues grew 20% to $7.1 billion, while operating earnings advanced 21% to $688 million. Like OptumHealth, OptumInsight's positioning and capabilities have evolved over many years. OptumInsight has advanced from what was once primarily a point solution provider of technology to a diversified enterprise solutions organization. The business has deep and broad expertise to solve some of the biggest challenges in healthcare for payers, providers, life science companies, and governments. Our new multi-year relationship with John Muir Health is distinctive in its comprehensive nature. John Muir is nationally recognized for quality of care as a major independent health system in the San Francisco Bay Area. Our relationship spans revenue cycle, information technology, ambulatory care coordination, analytics procurement, and consulting services. The partnership will deliver broad performance improvement at John Muir and for its patients and physicians. With this and other new relationships, Optum Insights' second quarter backlog grew 20% year-over-year, or more than $3 billion to $18.5 billion. Revenues advanced 7% to $2.3 billion, and operating income increased 16% to $525 million. OptumRx continues to evolve from a traditional PBM to a diversified pharmacy care services organization, deeply focused clinically and enabled by vast data and ever-improving technologies. This quarter, we introduced a new and transparent digital consumer pricing tool. MyScript Finder puts lower-cost pharmaceutical alternatives and coverage status at people's fingertips. It offers instantaneous consumer-relevant cost transparency with actual out-of-pocket costs based on pharmacy location, benefit plan design, and deductible status. So far, consumers have conducted over 1 million searches in the first 60 days of usage. OptumRx continued to win in the market. Its value is resonating with health plans, large employers, and purchasing coalitions. We're driving greater pharmacy and medical care alignment, better service quality, lower costs, improved transparency, and an expanding breadth of services at the local market level, including home infusion, e-commerce, specialty, and community-based dispensing services. As a result, OptumRx continues to profitably expand share. In the second quarter, revenues advanced by 12% to $18.9 billion, and OptumRx added 11 million adjusted scripts year over year. These are just a few examples of the progress we've made and how the Optum businesses are advancing the way they serve in both their individual and market segments. And together, as they deploy broad-based market solutions, and yet we remain at the very early stages of what Optum can be. Now I'll turn to John Rex, CFO of UnitedHealth Group.
speaker
John Rex
Chief Financial Officer
Thank you, Andrew. Our first half positions us to perform well for the rest of the year. In the quarter, revenues grew 8% to $60.6 billion, and net earnings from operations grew 13% to $4.7 billion. All of the business segments contributed strongly to these well-balanced results. With previously discussed business transitions now effective as of mid-year, we're updating our full-year revenue outlook. With these incorporated, we expect 2019 revenue to be at or just slightly below the original $243 to $245 billion range. This reflects the transition of a large OptumRx client due to a business combination and our voluntary withdrawal from a state Medicaid program, partially offset by the DMG combination. Cash flows from operations were $5.9 billion in the quarter and year-to-date are $9.1 billion, or 1.3 times net income. For the full year, we continue to expect cash flow from operations of $17.3 billion to $17.8 billion, or 1.2 to 1.3 times net income. Medical costs remain well managed, with our 2019 medical care ratio tracking well to the range we shared with you back in November of 82.5%, plus or minus 50 basis points. Unit cost remains a core driver of overall trend, and we continue to advance our efforts to optimize both site of service and use of the highest performing clinicians. We continue to expect that 2019 will mark the 11th consecutive year of declining inpatient admissions per 1,000 people. Our operating cost ratio of 13.9% is impacted by the deferral of the health insurer tax and a strong mix of productivity and operational improvement enterprise-wide. And with our focus on affordability, that agenda is never really done. At the same time, we continue to aggressively expand the investments we are making in innovation to drive organic growth and further operational and productivity improvements over the decade to come. In 2019, our effective tax rate is favorably impacted, as expected, by the deferral of the non-deductible health insurance tax. The second quarter rate was moderately higher than our original outlook. For the full year 2019, we now expect the tax rate will likely be around 20.5%. That's the upper end of our original range for the year. which is fully incorporated in today's raised earnings outlook and is due in part to lower-than-expected employee stock-based compensation activity. We continue to maintain balance sheet strength and significant flexibility. Return on equity in the second quarter again exceeded 25%. United Health Group has a long, well-developed, and proven ability to thoughtfully deploy capital through business combinations that add capabilities and market presence to be leveraged across the enterprise, bringing both synergies in growth and cost. In June, our Board of Directors raised our shareholder dividend by 20% to an annual rate of $4.32 per share. The dividend has advanced at or above 20% each year since initiated about a decade ago, and at about a 30% payout ratio, has grown to be more in line with the market-level objective we set. our long-term earnings growth potential provides ample capacity to continue to advance the dividend at strong rates for years to come. We remain confident as we look forward to the second half of 2019 and now expect adjusted earnings per share of $14.70 to $14.90, an increase of 25 cents from the guidance we established at the end of last year. Within that, as previously discussed, The pacing of weekdays is higher in the third quarter this year, resulting in a relatively consistent level of earnings between the third and fourth quarters. Delivering on our 2019 commitments and strengthening our business further as we approach 2020 remain critical to us, even as we pursue ever greater impact for society and advance growth and returns for our shareholders for years to come.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
With that, I'll turn it back to Dave. Thank you, John. We will continue investing for the future, building, innovating, and diversifying as we seek to support the development of the next generation health system, a system that provides high quality and efficient access for all, a system that achieves better outcomes and experiences at lower cost for people. This is the essential work of our enterprise. It provides us with an extraordinary opportunity and responsibility to help improve healthcare in the U.S. and globally. and to continue growing our business in these large and fast-growing markets. It is why, if you spend time at our organization, you can feel the restlessness among our 320,000 dedicated professionals, all focused on making an impact in everything we do and generating ever-stronger societal and shareholder returns. And with that, let's open it up for questions. One question per caller, please. Operator.
speaker
Operator
Conference Call Host
At this time, if you have a question or comment, please press star and 1 on your touchstone phone. You may remove yourself from the queue by pressing the pound key. We ask you to limit yourself to one question. If you ask multiple questions, we will only be answering the first question so we can respond to everyone in the queue this morning. Thank you. We'll take our first question from Justin Lake with Wolf Research. Please go ahead.
speaker
Justin Lake
Analyst at Wolf Research
Thanks. Good morning. First, just let me congratulate and wish John Pencher on a great retirement. Well deserved. He'll be missed. And then I've got an MLR question in a couple parts, so bear with me. First, any color on quarterly medical trends? Specifically, you saw a very strong development in the quarter. Any offsetting trend factors that we should think about? And then you're halfway through the year. Can you give us an update on where you see MLR trending relative to the full year guidance of 82.5%? And lastly, you mentioned the days of the week kind of impacting negatively the third quarter as they possibly impact the Q1. So anything you can do to help us thinking about MLR in the third quarter relative to the 81% from last year. Thanks for bearing with me.
speaker
John Rex
Chief Financial Officer
All right, John Rex. Sure, Justin. Good morning. So a few things, just thinking about first of all your first point here on impacts on quarterly trends. Underlying trend as they stays very much in line with our expectations So no change in that in terms of the trend factors we lay out and we've talked about and I would say even Really no change in the components with within that trend. I Would say kind of in terms of other things going on in the quarter within that Nothing, you know nothing in the in the cost in the cost line. I mean it would point out that in the you know revenue line is There's probably one item I could speak to that would have impact on that. So there's probably about roughly 100 million, maybe a little bit more than 100 million of unfavorable revenue adjustment in the commercial business that was booked in the corridor. So you recall there are risk adjustment factors that apply to commercial business for ACA compliant individual and small group products. And so that goes through over a long period of time. Our data submissions have been and continue to be highly accurate on that. However, it's kind of a fixed pool in the end. And so there was a true effect. If there were audit adjustments on other plans, then what happens is that rolls through, you get adjusted because it's a fixed pool. So that's one element that would have been rolling through in the quarter, and I'd size that in the tune of kind of $100 million. So that doesn't show in reserves, right, that's a revenue adjustment, that a negative revenue adjustment occurs. So that's one element I'd point out. I think, you know, in terms of kind of combining the last two questions, Justin, a little bit here, and so, yep, so 3Q has that extra weekday, essentially, a Monday, whereas in 1Q, and you can kind of see it in the sequential progression, even 1Q to 2Q, 1Q benefited from there being one less weekday than normal. So that does impact progression, whereas typically you would see 3Q has often been one of our higher earnings quarters. And my comments and my prepared comments, I talked about kind of relatively stable EPS between the two quarters. But you're right in thinking about that within the 3Q, you should expect that MCR is impacted much like we got the benefit in the 1Q. Does that get at your questions, Justin?
speaker
Justin Lake
Analyst at Wolf Research
It does. Just the MLR for the year, the 82.5, now that we're halfway through the year, anywhere you want us to kind of think about, do you feel like you're on track to the midpoint or slightly higher or slightly lower?
speaker
John Rex
Chief Financial Officer
We think we're tracking well on MLR for the year in that range, and well kind of in that zone. So nothing notable on that.
speaker
Justin Lake
Analyst at Wolf Research
Great. Thank you very much.
speaker
Operator
Conference Call Host
Thank you, Justin. Next question, please. Our next question comes from Charles Riley with Talon. Please go ahead. Your line is open.
speaker
Charles Riley
Analyst at Talon
Charles Riley Yeah, thanks for taking the question. I want to ask about sort of the commercial membership here. I think at the analyst day you guys talked about sort of to see sort of improving membership growth there. The quarter was relatively flat. Can you give us a sense on how we should be thinking about that as we think through the first year, given some of your comments today?
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Dirk, do you want to address that?
speaker
Dirk McMahon
Chief Executive Officer of UnitedHealthcare
Yeah, so let me start off in the fully insured area. You know, we improved over the first quarter. You know, we had nominal fully insured losses in 2Q. There's no notable areas to mention. We're confident that we priced our book consistent with our trend forecast, and we actually see how our pricing approach actually pulled through to the earnings. So that's kind of the fully insured story. As it relates to fee, we lost 80,000 members in the second quarter. But that's, you know, normal related to national accounts, seasonal attrition. As we look at our fee business throughout 2019, what we expect to see is that, you know, favorable membership growth above and beyond the acquisition that we made. So that's kind of the commercial membership story. Thank you, Charles. Thank you. Question, please.
speaker
Operator
Conference Call Host
Our next question is from Josh Raskin with Nefron Research. Please go ahead.
speaker
Josh Raskin
Analyst at Nefron Research
Thanks, guys. Good morning. I'll echo the congratulations to Mr. Penchorn as well for all his help over the years. I'm curious about the John Muir announcement. I know you guys mentioned it. I'm curious what makes it unique. Is it just the breadth of services or is it – it sounds like a lot of things that you guys have been in the market doing – And then can you talk maybe a little bit more broadly about preparing large systems to take risk and, you know, why Optum thinks it's a good idea for these large systems to be taking more and more risk even maybe starting with their own health plan? And I guess the last part of this, we're seeing a lot of the demand, we're seeing a lot of the supply in the market from enablers of that type of technology and system that are doing what Optum's doing. Is there demand that sort of matches that supply? I know it's kind of a lot of questions in there, but just sort of broadly on that topic.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
So maybe Eric can answer the specific question on John Muir, and then we'll have Andrew Witte take the second part there around preparing large systems.
speaker
Eric Murphy
OptumInsight Representative
Yeah, maybe I'll do first and second, if that's okay, or first and third, sorry. Josh, thanks for the question. Eric Murphy with OptumInsight. You know, our partnership with John Muir Health really represents one of the most comprehensive in the healthcare industry between a delivery system and a healthcare services company. The integrated scope of services includes acute and ambulatory rev cycle management, end-to-end information technology services, ambulatory care coordination, enterprise analytics, purchasing and consulting services. It is very unique in the marketplace in that health system has never contemplated putting out that much of a scope of work on both the back office as well as what I'd call the middle office of a delivery system. So it is quite unique and a first in the industry. And Optum is ideally suited to be able to address those expansive needs of John Muir Health. In terms of the third part of your question, our market knowledge suggests that several hundred regional health systems of similar size and market opportunity as John Muir. We're already in discussions with several high-performing independent community-based systems and look forward to establishing continued partnerships similar to John Muir Health with health systems across the industry. Andrew, do you want to take the second part?
speaker
Andrew Witte
Chief Executive Officer of Optum
Yeah, thanks, Eric, and thanks, Josh, for the question. I mean, clearly we have a very strong view that the best way forward in terms of improving quality, bringing down total cost of care, is to increasingly move towards value in terms of the management of the care continuum. That is very much the focus of the OptumCare strategy, and it's resonant through all of our various platforms. But it's also very clear that we're seeing now more and more systems begin to look to move in that direction. As they look to Optum, they can see portfolios of information systems, skills which have been developed within our own organization, which are going to be just as useful within those systems as they are within, for example, our OptumCare organization. So for us, this is a very important opening up of a new front in terms of the opportunity to develop our interventions in the marketplace, and we believe move to a more sustainable, high-quality, lower-cost healthcare environment. Thank you.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you, Josh. Next question, please.
speaker
Operator
Conference Call Host
We'll go next to Matt Borsch with BMO Capital Markets. Please go ahead.
speaker
Matt Borsch
Analyst at BMO Capital Markets
Thank you. Yes, I was hoping maybe you could comment on how you're looking at the, if you're continuing with the same PBM rebate strategy that you've focused on, and if that looks any different now that the administration has decided to withdraw from the ban on rebates in Medicare.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Good question, Matt. Our decisions around rebates, and the application of them where pharmacy pricing protection doesn't exist in an existing policy was made independent of any pending regulation, and it was done so well over a year ago now or so. So our commitment to that remains. I think you know that there's, of the policies that exist, particularly in the commercial market, about 75% of them already have pharmacy price protection mechanisms in them like a copay, Whereas the other 25%, and I'm generalizing here, but the other 25% don't. And when that is the case, in particular when it intersects with some of the legacy high-deductible health plans, it was really compelling for us to drive rebates to the point of sale to create greater affordability for consumers. We just felt that that was the right consumer response. So that won't change as we think about moving forward You know, there was some legislation on HDHP yesterday, which I thought was pretty forward-leaning, which allows for greater flexibilities around managing high deductible health plans. That will give us greater flexibilities as a market leader in that segment to be able to modify those policies or offer a greater range that allows us to be able to deal with the breadth of issues that arise with those policies intersecting with individuals with chronic disease. So we're looking forward also to bringing out new policies that are more responsive broadly to consumer expectations. So you can expect us not to change our stance on rebates.
speaker
Operator
Conference Call Host
Okay, thank you.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you, Matt. Next question, please.
speaker
Operator
Conference Call Host
Our next question is from David Wendley with Jeff Reeds. Please go ahead.
speaker
David Wendley
Hi, thanks. Maybe combining a couple of questions, Dave, to your last answer on this rebate policy and thinking about commercial membership. I believe the company has said that it is requiring any new customers to go to a point-of-sale rebate regime. Is that having a positive or negative effect in your selling in commercial?
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
So there's two elements to this. First was the 8 to 9 million or so people that are covered with or have a point-of-sale rebates applied in our fully insured markets. That is pretty close to being done. That was commenced effective January 1, 2019, on renewal dates. So we still have some renewals that will take place as a result of that. The impact of that has been $130 per eligible script savings and as much as a 16% improvement in adherence. So we're going to monitor that and really evaluate what the long-term implications are on individual health and the overall use of healthcare resources. The second piece, again, relates to those opportunities that come to us from January 1, 2020 and beyond that have no pharmacy price protection mechanism in the plan design, which again would be about 25% of the total plan design. In those situations, we would only take on that case if we were able to apply rebates at the point of sale, and I'm speaking for UnitedHealthcare at this stage. So that's the plan for us going forward. In terms of implications, there's been no implication with respect to that policy adoption. The one thing we did see pretty quickly thereafter is a lot more interest on the part of large employers in possibly applying the same policy, recognizing that consumers are at risk if they have high-cost drugs and policy features that don't protect them from inflation on those drugs.
speaker
Operator
Conference Call Host
Great. Thank you.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you, David. Next question, please.
speaker
Operator
Conference Call Host
Our next question is from Kevin Fishbeck with Bank of America. Please go ahead.
speaker
Kevin Fishbeck
Analyst at Bank of America
Great, thanks. I just want to get a bit more color on, you know, the guidance raise. You know, you raised the quarter, I guess, by more than you beat consensus. Consensus isn't always where, I guess, the company is thinking the numbers are going to be for the quarter. But, you know, how much of the guidance raise reflects kind of just the upside that you report in a quarter versus kind of flowing through that upside into out quarters versus some of the deals that you've closed since last quarter? If you could break it into those three components, that would be great.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
The raise reflects the overall confidence we have in the performance of the business as we sit here today and our prospects for growth. but also as we look forward to the future as well. But John, can you adjust the details?
speaker
John Rex
Chief Financial Officer
Sure, Kevin. So I'd say in this last part of your comment, in terms of any transactions closed, immaterial, really, in terms of what we're doing here today. So those will be just not that impactful in 2019 to even be noticeable. So really, not about that. I think we've tried to... show you kind of an impact in terms of the investment income line, in terms of the venture gain that we recognized in the quarter to help level set somewhat on that in terms of the impact that it had in the quarter itself. I think the other component I would just say that I mentioned in my prepared comments, at least compared to our outlook, Also, the tax rate came in about a bit higher for us in the corridor, so providing some offset on that. And I think in response to Justin's question, I pointed out kind of another impact that was yet another offset on that. So a lot of those factors kind of, as I go through that, you can see within the corridor pretty much washing out, right, in terms of that impact. Does that help, Kevin?
speaker
Kevin Fishbeck
Analyst at Bank of America
Yeah, I think that helps. I guess you're saying, though, that when you break it out, is it mostly in the quarter or is it split between the quarter and the rest of the year?
speaker
John Rex
Chief Financial Officer
I'll be clear on that. So what I was saying is in terms of when you look at kind of the impact in the quarter and kind of that. So what I pulled out was we talked about the venture gain. We talked about some other elements that offset that. So really that drags in in terms of kind of how we're feeling about our full year and kind of the optimism, confidence we have in the full year because some of those quarterly elements really wash out.
speaker
Operator
Conference Call Host
All right. Perfect. Thank you.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you, Kevin. Next question, please.
speaker
Operator
Conference Call Host
We'll go next to Ricky Goldwasser with Morgan Stanley. Please go ahead.
speaker
Ricky Goldwasser
Analyst at Morgan Stanley
Hi, good morning. So my questions are around kind of like what we're hearing out of D.C. Obviously the rebate rule is out, but we had a couple of new proposals, wanted to get your view on them. So the first one, the administration put out recently an executive order that looked at increasing price transparency in health care, including requiring providers and insurance to provide or facilitate some access to information about negotiated rates. So I wanted to see kind of like how you think about this and the potential impact on the competitive dynamics. And secondly, back in May, House Ways and Means kind of like unveiled this legislation that would shift the risk of catastrophic coverage, kind of like a donut hole from patients and the government to health plans and manufacturers. How do you think about this? Is this yet just another proposal that would ultimately result in higher premium and therefore would be shelved or What potential impact do you think it could have on you? Thank you.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
There's a lot of policies and proposals and proposed regulation activity going on today, and it's in part mixed with the political campaigns. So there's a lot out there, and some of that is subjected to formal processes and others is more just direct commentary. So I think here for this panel, we would probably restrict our commentary to general types of themes as opposed to find ourselves commenting outside of the formal process. So I just maybe emphasize a few things here. One is as it relates to drug prices in particular, I think it's fairly clear now that drug companies set these prices. I think one of the things that was implied in the rebate rule was important emphasis on continuing the PBM's role as a counterbalance against those list price increases, but also a direct recognition of the strong value PBMs bring not only in the management of procurement, but also as they you know, manage the pharmacy benefit as well as, in the case of OptumRx, the distinctive value that comes with the intersection of all of that with the medical benefit driving considerable additional value. We save consumers about $2,000 per year per consumer in these activities, and I think that folks are starting to realize that and really value it. So I think that that will weigh heavily on whatever ultimately comes out. Also, I think you've also seen that we've begun bringing really strong value to people through this application of rebates at the point of sale, really to ensure that consumers are protected from these list price increases overall to the best of our abilities. And we'll continue to pursue those activities. So I think that covers off kind of the commentary you had about the rebate rule and the second piece. As it relates to the house ways and means donor hold, do we have any specific commentary on further commentary on that? Looks like not. So we'll just stick with that response for now. Thank you, Ricky. Next question, please.
speaker
Operator
Conference Call Host
We'll go next to Steve Carroll with Goldman Sachs. Please go ahead.
speaker
Steve Carroll
Analyst at Goldman Sachs
Thanks a lot, guys. You've covered a lot of ground. I guess the one thing on the guidance that you didn't touch was the OCR ratio, 14.4 to 15, I think was the last guy. It seems like it's tracking a little light there. So that's really just my question. Any color there? Maybe just if I could sneak one more in. On the PPD, we'd love to know what was entry year versus prior year inside of the 270. Thanks so much.
speaker
John Rex
Chief Financial Officer
John? Yeah. Hey, Stephen. Yeah, no change on our OCR outlook for OCR. for the year. So as you look at the year-over-year, I'm sure you're well aware that the primary change in the OCR is driven by the health insurance tax. That's being offset by strong efficiency and productivity gains. And then, of course, we continue to make significant ongoing strategic investments in our businesses. But no change from the outlook. We still expect to be in the guidance range of 14.7% plus or minus 30 basis points for the year.
speaker
Charles Riley
Analyst at Talon
Next question, please.
speaker
Operator
Conference Call Host
And we'll go next to A.J. Rice with Credit Suisse. Please go ahead.
speaker
A.J. Rice
Analyst at Credit Suisse
Hi, everybody. Maybe just to ask about MA now that the bids are in for 2020. I know the company's stressed the last few years, consistency of benefits. We've got the health insurance fee coming back next year. Do you feel like you'll be able to maintain, at least in a broad sense, consistency of benefits next year? And it looks like two of your major competitors in the space that have grown extraordinarily this year have done so via – you know, really employing those benefits of the HIP moratorium this year, and presumably they may have to look at that next year. Do you see an opportunity maybe for a little bit of accelerated growth if you can be consistent next year?
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Good question, AJ. I really applaud our team's efforts and how they've thought through this on a multi-year basis. Brian, do you want to give them some details?
speaker
Brian
Executive at UnitedHealth Group
Sure. Thanks for the question, AJ. To your point, obviously the tax is returning in 2020. As I've said before, we were measured in discipline in how we went to market inside 2019, certainly mindful of that tax headwind returning. I would say our multi-year approach was a critical factor in shaping our optimism around 2020. Our goal and intention is to keep our benefits largely stable to improving despite these headwinds. So right now I would say that we're really pleased with our product positioning going into next year and a foundational element was our discipline in 2019.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you, A.J. Next question, please.
speaker
Operator
Conference Call Host
Our next question comes from Peter Costa with Wells Fargo Securities. Please go ahead.
speaker
Peter Costa
Analyst at Wells Fargo Securities
Good morning, and good luck to John Penshorne, and congrats to Brett, or maybe that should be the other way around. My question's on DMG. I want to talk about, you know, the performance of that has been fairly weak over the last few years, and now that you've got it, you know, the transaction closed and it's yours, how will you improve the performance of that business, and how quickly do you think you can bring some improved earnings to the bottom line there?
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you, Peter, for the question. We're pleased to have closed the transaction after an extraordinarily long time. Dr. Wyatt Decker is here. Wyatt, do you want to talk about what you're doing with DMG?
speaker
Wyatt Decker
OptumHealth Representative
Yeah. Thank you, Dave, and thank you, Peter, for the question. At OptumHealth, our care platform we call OptumCare is building the nation's leading value-based physician-led and patient-focused healthcare system. We're very pleased to have completed the acquisition of DeVita Medical Group, which combines another leading medical center with our practice. We feel confident that As we provide our clinical expertise, analytics, and services to the DaVita medical practices, you will see enhanced performance of the DaVita medical group and integration with our leading value-based practices. Thank you.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
So, Peter, we were pretty pleased with how DaVita transitioned over, having done bring-down diligence and looking at the run rate of the performance of the business. We're pretty pleased with that. And so the foundation from which we will improve that practice and drive the kinds of synergies that we expect was there. And so we have high confidence that you'll start to see some meaningful contributions from that platform in 2020 and beyond. Thanks for the question. Peter, next question, please.
speaker
Operator
Conference Call Host
Our next question is from Sarah James with Piper Jaffrey. Please go ahead.
speaker
Sarah James
Analyst at Piper Jaffrey
Thank you. It's clear the value United and insurers are creating for health care affordability and quality when you look at the historical industry cost trend of 7% to 8% being brought down to the 6% range with consumerism. And now we have a peer talking about future trends in the low 2% range benchmark to medical CPI. Granted, they have some skewing from ASO inclusion. And, Dave, at our conference last month, you mentioned national health expenditures, plus or minus, as interesting constructing. to consider medical cost trends. So I was hoping you could elaborate a little bit more on how you think about the right framework for talking about cost trend, whether it's CPI or NHE, and if it is national health expenditure, which runs in the bid fives, how do you think about United's business model being able to produce long-term trend in line or better than national health expenditure trend?
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
That's a really thoughtful question, Sarah. So a couple of things. First, we have begun to look at it more closely and thinking about whether how we are contributing to bringing a greater affordability more broadly across the segments of Medicare, Medicaid, and commercial, and have started to evaluate that against NHE to determine, again, whether we are a contributor to a trend or whether we are actually reducing trend. And so that that's something that I think you'll hear more about from us The other is is as we sit here we oftentimes talk in the commercial trend context in these settings All the while we have a very robust and large government programs based business and and those Obviously have trends inside them as well. So we're trying to think about a way to bring forward a a view of that more broadly so you can assess our aggregate performance across our business. So, NHE will be important in that respect. It is a complicated metric in many respects. I think I can safely say that we are contributing positively to reducing the nation's healthcare burden, and that healthcare burden has been declining over the course of the more recent past. And we would aim very hard to continue to move that forward, recognizing that the way to get that done is to advance quality first and foremost, which is really the improvement of outcomes, and then the evaluation of and making sure that we drive efficiency and the use of the nation's healthcare resources in achieving that quality, and then not missing the opportunity to improve the patient's experience as well. This is a very high priority for this organization to contribute in a constructive way to reducing the overall healthcare burden in the U.S. And we believe you can see that in some of the remarks that, you know, informing the health system by, you know, through the application of the IHR, engaging people and managing their health conditions more proactively through the Rally platform, and aligning the reward system in healthcare to drive that AAA value is essential to achieving that, and that's the essence of the commentary that I began this call with today. We would add a fourth element to that, and that is really around our physicians and providing them a work environment or environment where they can practice medicine, you know, the way they've been trained, and to allow them to, you know, the freedoms without burnout to be able to, you know, deliver solid, high-quality outcomes and results for their patient base. And we believe that OptumCare is, and Unite Healthcare broadly, is creating just that environment. Thank you for the question, Sarah. Next question, please.
speaker
Operator
Conference Call Host
Our next question is from Lance Wilkes with Sanford Bernstein. Please go ahead.
speaker
Sanford Bernstein
Yeah, I just had a question with respect to the drivers of growth over in the Optum side of the business. I was wondering if For Optum Health, for its growth, how much of that growth was driven from risk-taking or the shift to value-based reimbursement? And over on the PBM side, how much was driven by increased use of the specialty home delivery?
speaker
Tim Wicks
Executive at UnitedHealth Group
Tim Wicks, do you want to take that? Sure. Thanks very much, Lance. Appreciate the question. So when we look at the growth at Optum broadly, very significant growth and really good market acceptance around the risk-taking that we have in OptumCare and continue to expect to see growth there. As well, in other parts of OptumHealth, very much seeing growth in the OptumServe part of the business, which is the part of the business that serves the federal employees as well as military veterans part of our business. You may recall earlier in the year we announced at the end of last year, we had received a new contract for a community care network. And with that, we were awarded three regions. And when we were awarded that, we expected that we would have about 6 million potential new members in there over the next several years. And excuse me, we've driven very well at the implementation of regions one and two. and just continuing to drive success in that market. And then the other area that I would focus on is Optum Financial Services as well. One of the leading health services financial institutions with about 5.5 million consumer accounts and very significant growth in assets under management as well. And just continuing to really drive growth in that part of the market to really help with... tools and capabilities for consumers to be able to drive decision-making that they use to access care and to be able to fund and serve those individuals as they're making decisions around care choices and affordability. So really good, solid growth in that area. As well, I would say in the PDM, the really strong acceptance of the pharmacy care services model. You see the wins that both Dave and Andrew talked about in the script and their prepared comments, just really solid growth in that area. And then also OptumInsight, strong acceptance in terms of the market approach on large deals like the recent announcement of John Neer Health and the strength of bringing healthcare technology services into that part of the market to be able to help with moving to risk and also being able to be more effective in delivering care to consumers and individuals. So I would look at the full spectrum and say really good, solid opportunities to drive good organic growth that we've been seeing across all of Optum.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Good question, Lance. Hopefully you read in all that that even we oftentimes showcase certain elements in the call here, but there is a very strong underlying and diverse base of businesses inside Optum that are advancing value to consumers and the health system broadly on multiple different dimensions. We are running short of time, so I think we can take two more questions, and then we'll conclude the call. Next question, please.
speaker
Operator
Conference Call Host
And we'll go to Michael Neuschel with Evercore. Please go ahead. Your line is open.
speaker
Michael Neuschel
Analyst at Evercore
Thanks. Going back to the HIF, is there any talent embedded into the 2019 guidance now from mid-year commercial renewals that bake in the return of the fee for the 2020 months, similar to what you saw in 2017?
speaker
John Rex
Chief Financial Officer
So, yeah, so just thanks for your question there. So not meaningful in terms of any kind of impact there, but, you know, every year, so we're getting a little familiar with things like this that come in and out of HIF. out of the outlook here. So kind of individual discrete factors that may influence the annual growth rate. I wouldn't call it meaningful in terms of any kind of impact on that for 2019. But yet, you know, this thing will come back again in 2020. It comes in and out. It seems to insert some in-year impact. Well, given the diversity of our business space, it's usually Really not all that material for us. You know, we look at it as kind of an element that should be addressed here ultimately as you reintroduce that into the system. But, you know, nothing material that I'd call out in the 19 outlook. All right.
speaker
Operator
Conference Call Host
Thanks.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Thank you.
speaker
John Rex
Chief Financial Officer
Next question, please.
speaker
Operator
Conference Call Host
And our next question is from Ralph Jacoby with Citi. Please go ahead.
speaker
Ralph Jacoby
Analyst at Citi
Thanks. Good morning. I'm surprised no one's asked about this. Any initial commentary on sort of 2020 and specifically if you can size the HIF and headwind, you know, in terms of, you know, to size dollars there and whether or not that will hinder your ability to grow within your 13% to 16% target range at this point? Thanks.
speaker
John Rex
Chief Financial Officer
Sure. Well, I guess I'll start by saying I appreciate the valiant attempt at 2020 guidance, which we won't be providing here today. In keeping with our long-held custom, we'll provide some initial thoughts in October with our third quarter earnings call, and then we'll provide a really detailed view at our investor conferences, as we always do. I will offer a few thoughts, though, because I think you asked a good, thoughtful question there. So first is that relates to our 13% to 16% long-term returning growth objective. It's just that, but long-term outlook, not meant to be a single quarter or a single-year point estimate. I think as I reflect back a little bit, let's say over the last decade or so, let's see. So we've, through today, reported 42 quarters, right? I'd say annual average growth rate over that period has been 18%. If I'm going including where I expect to land in 2019, we have seven quarters that have all been well above or within that 13% to 16% target and four that were below. If I even go a little more granular, I think about 42 quarters, we've had 28 that were in or above that guidance range and 14 that were below. So it's a pretty strong batting average against the long-term growth rate, and we expect it's going to continue to be quite strong for the decade to come. But it's a long-term growth rate, and we manage the business to sustain that growth in the future. We don't typically, you know, there aren't discrete individual factors that we see that have really influenced that. And I can think about many factors that have occurred over the course of this company, whether it was going back to STARS or other elements or years where Medicare rates were not, were different than maybe expected. The HIT is just a favor that comes in and out and ultimately passes through also. I mean, I think a few things that, you know, I know you're all well aware of here, though. You know, it is a cost that's ultimately shouldered by American families, small businesses, and seniors. It's a non-deductible tax that comes in and you've seen it come in and out. And I know you all are deeply aware of the mechanics. And for us, it's just mechanics that passes through. But it comes in and out and can insert in your impact sometimes when it comes in and out. You know, as I said in response to the last question, given the diversity of our business, it's just not really all that material to us. But, you know, it's noticeable. Things, like I'd point out, that, again, you're well aware of. Non-deductible nature of the tax alone adds, what, 300 to 400 basis points to our effective tax rate. That's just the math of it. There's the calendar year versus policy year differentials on the commercial business. I can go on, but I'm confident that after several years of this, by now you're all aware of those impacts.
speaker
David Wichman
Chief Executive Officer of UnitedHealth Group
Great. Thank you, John. Thank you. Thank you all. I'd just like to maybe sum up where we are as we close out this call. UnitedHealth Group ended the first half of 2019 with considerable momentum, delivering strong well-balanced earnings growth across all of our businesses. It's with confidence that we're expanding and with our expanding capabilities and available growth opportunities that we increase our outlook for full-year adjusted earnings per share. Optum and UnitedHealthcare both perform strongly in the quarter. Both are focused on lowering costs and improving health outcomes and the consumer experience as they seek to help advance the next generation health system in a socially conscious way. a system that provides high-quality, efficient, and fair access for all. This concludes our call today. Thank you for joining us.
speaker
Operator
Conference Call Host
And this will conclude today's program. You may now disconnect, and have a great day.
Disclaimer

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