Managed Care Update

Healthcare


Publicly traded companies mentioned herein: Aetna Inc (AET), Anthem Inc (ANTM), Cigna Corporation (CI), CVS Health Corp (CVS), Express Scripts Holding Company (ESRX), Humana Inc (HUM), Walgreens Boots Alliance Inc (WBA)

Highlights

The presenter said, “Everyone seems to have given up on the HMOs following the DOJ’s success blocking the Aetna/ Humana and Anthem/ Cigna deals”. However, looking at what has transpired in the managed care industry over the past 18 months since the mergers were announced suggests there is upside to the stocks for a number of reasons, including:

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Idea Discussion

Commentor 1 - 2 weeks ago

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