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KeyBanc Previews Athenahealth's Investor Summit
Friday, December 9, 2016 - 12:25pm | 350Read More...KeyBanc Capital’s Donald Hooker expects the Investor Summit hosted by athenahealth, Inc (NASDAQ: ATHN) on December 15 to include discussions on two “promising” verticals, hospitals and population health management. Hooker maintains a Sector Weight rating on the company....
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Barclays Has 5 Takeaways From Meeting With Laboratory Corp Of America's Management
Monday, August 29, 2016 - 3:14pm | 346Read More...Barclays said Laboratory Corp. of America Holdings (NYSE: LH) management noted it sees some sustainable tailwinds for volume growth in its lab business, while reimbursement visibility remains good through the end of 2017. Analysts, including Jack Meehan who had investor meetings with LabCorp...
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Biotechs Are Ripping Following IPAB Ruling
Wednesday, June 22, 2016 - 11:31am | 325Read More...Biotech stocks spiked higher on Wednesday after the U.S. government said that Medicare will be exhausted in 2028, two years sooner than projected last year. In addition, the U.S. government said that a cost-cutting mechanism known as the Independent Payment Advisory Board (IPAB) is projected to...
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Citi Concerned With Near-Term Risks For Cotiviti, Initiates At Neutral
Monday, June 20, 2016 - 2:40pm | 525Read More...Citi started coverage of Cotiviti Holdings Inc (NYSE: COTV) with a Neutral rating and $21 price target, citing near-term risks including client M&A among its relatively concentrated customer base. "Net, we have a favorable view of the company's offerings but with an ETR of ~10%,...
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How Big Pharma Uses Charity Programs To Cover Drug Price Hikes
Friday, May 20, 2016 - 3:46pm | 457Read More...Looking for another reason to dislike drug companies? Good news: Some companies systematically use charitable giving as a way to raise their drug prices with minimal public awareness. Bloomberg’s Benjamin Elgin and Robert Langreth reported on a number of cases in which drug companies seem...
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New Study Suggests Drug Prices Have Doubled Since 2011: What's It Mean For The Market?
Tuesday, March 15, 2016 - 11:36am | 492Read More...Brand-name prescription drug prices have skyrocketed over the past five years, coming in twice as expensive as the prices in 2011. Express Scripts Holding Company (NASDAQ: ESRX), the United States' largest pharmacy conglomerate, compiled the data and came to the initial findings regarding...
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Medicare Advantage Could Boost WellCare Investors, Says JPMorgan
Monday, February 22, 2016 - 4:11pm | 206Read More...Shares of WellCare Health Plans, Inc. (NYSE: WCG) surged as much as 12 percent Monday after JPMorgan upgraded the stock to Overweight from Neutral"on the back of recent proposal by CMS to hike Medicare Advantage rates. The Centers for Medicare and Medicaid Services on Friday announced a...
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Osiris Therapeutics' Stock Is Higher On Tuesday: Here's Why
Tuesday, January 5, 2016 - 1:04pm | 140Read More...Shares Of Osiris Therapeutics, Inc. (NASDAQ: OSIR), a medical products company that focuses on regenerative medicine, traded higher by nearly 4 percent on Tuesday following a business update. Osiris announced a medicare contractor, Cahaba Government Benefit Administrations, confirmed that Grafix...
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13 Stocks To Watch In The Healthcare Space
Tuesday, October 27, 2015 - 2:38pm | 1881Read More...Healthcare has been one of the best performing sectors of the U.S. stock market for years, but in 2015, shares of healthcare stocks have suffered slightly. Many investors began to worry about the impact next year's presidential election might have on the sector. Some candidates have voiced concern...
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Don't Worry Spec. Pharma Investors, Drug Pricing Legislation Probably Won't Affect You
Monday, October 5, 2015 - 3:06pm | 502Read More...After speaking with industry insiders and legal experts, Leerink believes that the selloff in pharmaceutical stocks is overdone. Experts see “near zero odds” that Hillary Clinton’s drug pricing plan will become law without significant changes. Leerink believes that the most...
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Is There Enough Sector Competition For The Aetna-Humana Deal?
Wednesday, August 5, 2015 - 3:35pm | 419Read More...It seems everything is working in the favor of Aetna Inc (NYSE: AET) right now. The company reported very strong second-quarter numbers on Tuesday, as it prepares to complete the $37 billion Humana Inc (NYSE: HUM) acquisition. Aetna Chairman and CEO Mark Bertolini was on CNBC recently to discuss...
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Leerink Partners Thinks Heath Insurance Big 5 'Is Ready To Become A Big 3'
Monday, June 22, 2015 - 3:13pm | 440Read More...The health insurance industry seems to be in a takeover mania right now with all the major five players involved in one way or the other. While Aetna Inc (NYSE: AET) made an offer for Humana Inc (NYSE: HUM) recently, Anthem Inc (NYSE: ANTM) made a $184 per share takeover bid for CIGNA Corporation...
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2 Analysts Diverge On Humana Recommendations
Monday, June 1, 2015 - 2:29pm | 585Read More...Medicare's expected enrollment growth of 50 percent in the next 15 years makes Humana Inc (NYSE: HUM) a glittering prize in the health insurance industry. But a couple of analysts diverged Monday over whether to recommend Humana as a current investment. Humana, which gets about 85 percent of its...
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Healthcare ETFs Unmoved By Possible Humana Inc. Merger
Monday, June 1, 2015 - 2:00pm | 405Read More...Exchange-traded healthcare funds were little changed Friday on a report that Humana Inc (NYSE: HUM) hired advisors to consider a sale. The Dow Jones U.S. Health Care Index closed down 1.4 percent Friday. Exchange-traded healthcare funds aim to mirror sector performance by holding a wide a mix of...
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How Aetna Managed To Post Great Earnings, Despite Missing Revenue
Tuesday, April 28, 2015 - 3:19pm | 329Read More...Aetna Inc (NYSE: AET) came out with better-than-expected first-quarter results on Tuesday. Operating EPS for the company came at $2.39 on revenue of $51.1 billion, versus analysts' expectations of $1.95 and $15.5 billion respectively. Ana Gupte from Leerink Partners, was on CNBC following the...














