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Humana Eyes Pharmacy Future with Mark Cuban
10 Dec, 2025
Summary
- Humana explores a pharmacy partnership with Mark Cuban.
- CenterWell, Humana's healthcare division, shows significant growth potential.
- Humana revised its full-year earnings guidance downwards.
Humana is currently navigating challenges within the Medicare Advantage market, leading to a revised and lowered full-year earnings outlook. Despite these headwinds, the company is actively seeking new avenues for growth. A significant development is the exploration of a potential pharmacy partnership with Mark Cuban, aimed at streamlining the drug supply chain and potentially boosting the stock's performance.
Complementing its insurance operations, Humana's CenterWell division is emerging as a key driver of future value. This segment, which includes Primary Care, Pharmacy, and Home Solutions, already contributed 18.9% of Humana's total revenue in Q3 2025. The company anticipates high single-digit margins for its primary care and pharmacy businesses.
Humana's strategic acquisitions of over 100 primary care centers in 2023 and 2024 underscore its commitment to inorganic growth. With an identified market opportunity of $1.6 trillion across its healthcare services, Humana is poised for substantial expansion, with the Mark Cuban partnership potentially accelerating growth in its pharmacy segment.
