67 WALL STREET, New York - November 1, 2012 - The Wall Street Transcript has just published its Health Care IT Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online. <\/p>\n
Topics covered: Electronic Health Record Adoption - HIT Consolidation Activity - Platform Interoperability and Data Analytics - Analytics for Evidence-Based Care Protocols - Electronic Health Records Implementation - HITECH Act Incentives - Affordable Care Act <\/p>\n
Companies include: Unitedhealth Group, Inc. (UNH), WellPoint Inc. (WLP), AMERIGROUP Corp. (AGP), Centene Corp. (CNC), Molina Healthcare Inc. (MOH), WellCare Health Plans, Inc. (WCG), Humana Inc. (HUM), CIGNA Corp. (CI), Aetna Inc. (AET), Coventry Health Care Inc. (CVH), Healthways Inc. (HWAY) and many more. <\/p>\n
In the following excerpt from the Health Care IT Report, an expert analyst discusses the outlook for the sector for investors: <\/p>\n
TWST: This piece comes out shortly before the election. What is the potential impact of the election on this space? <\/p>\n
Mr. Carroll: We just put a note out on that exact topic this morning, a short analysis on what would happen if the election were held today. Obama probably wins, the Senate likely stays in Democratic control and the Affordable Care Act is rolled out over the next four years. That would give investors more operating visibility. We've digested the Affordable Care Act, and we've hemmed and hawed and nitpicked over it. We know what it looks like. Major health care companies are going to have a role to play. <\/p>\n
With an Obama win, I think investors may look to the companies that have more scale, better leverage and good products across the board. I think we could see them gravitate to the big national names. With a Romney win, I think the stocks - and the markets - probably rally. But in the managed care space, we've got much less operating visibility. We've got to wonder how a Romney administration would adjust the Affordable Care Act, and today's perceived winners and losers could change seats. I would be inclined to take profits out of any strength in the markets on the heels of a Romney win. <\/p>\n
TWST: In addition to that issue, what are some of the key headwinds and tailwinds you are watching in this space? <\/p>\n
Mr. Carroll: Assuming Obama wins, parts of the ACA bring some headwinds because we don't have a lot of precedent to go on. Explicit taxes will be applied to not just managed care, but all slices of the health care world. Can firms fully pass those on to customers? If, say, only half of them could be passed along for competitive reasons, margins could come down. What will the exchanges look like, and what will margins within the exchanges look like? Where will these companies play? Will WellPoint roll out an exchange product in all of its 14 blue franchise states or not? Will it pick and choose? Even if we get more visibility, there's still a lot to think about. <\/p>\n
In terms of the tailwinds, there are questions too. What kind of volumes will come into the system? The CBO numbers talk about 30 million more people gaining insurance either through Medicaid or through the exchanges, and that's going to be volume. It's going to drive premium revenue. But how much? And how do you balance the increased top line with potentially lower margins? At the end of the day, absolute dollars or earnings may increase over some period of time, and that could be an important tailwind. <\/p>\n<\/p>\n
Continued here: <\/p>\n
Health Care IT Sector Acquisition Predictions: Top Analyst Details Which Companies Will Get Bought Next<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" 67 WALL STREET, New York - November 1, 2012 - The Wall Street Transcript has just published its Health Care IT Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online Continue reading