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Leerink Partners Thinks Heath Insurance Big 5 'Is Ready To Become A Big 3'
Monday, June 22, 2015 - 3:13pm | 440The 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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How Aetna Managed To Post Great Earnings, Despite Missing Revenue
Tuesday, April 28, 2015 - 3:19pm | 329Aetna 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...
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Leerink: UnitedHealth May Spin Out Benefits Unit
Tuesday, March 31, 2015 - 4:26pm | 243UnitedHealth Group Inc. (NYSE: UNH) improved its prospects for the potential spin-out of its pharmacy benefits unit with the $12.8 billion acquisition of Catamaran Corp (USA) (NASDAQ: CTRX), an analyst said Tuesday. UnitedHealth, the largest U.S. health insurer, expects to acquire...
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A 'Pivotal Binary Event' Is Coming For Healthcare Stocks
Thursday, March 5, 2015 - 12:29pm | 388In a report published Thursday, Leerink analyst Ana Gupte, Ph.D. detailed a conference call with MEDACorp specialists following the Supreme Court's oral arguments on the challenge to the Federal Exchange Subsidies. Speaking to Gupte included a former D-House Representative as well as an...
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Why Leerink Sees Further Upside In Shares Of UnitedHealth
Thursday, January 22, 2015 - 11:20am | 174Ana Gupte of Leerink on Thursday commented that UnitedHealth Group Inc. (NYSE: UNH) posted a good fourth-quarter report with a $0.05 earning per share beat on “modest” revenue upside. Shares are Outperform rated with a price target raised to $125 from a previous $115. Gupte notes...
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UPDATE: Leerink Swann Initiates Coverage on WellPoint as There is Upside Amid the Winds of Change
Tuesday, November 19, 2013 - 11:11am | 135In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on WellPoint (NYSE: WLP) with an Outperform rating and $104.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E EPS from...
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UPDATE: Leerink Swann Initiates Coverage on UnitedHealth Group as There is Upside Amid the Winds of Change
Tuesday, November 19, 2013 - 11:11am | 138In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on UnitedHealth Group (NYSE: UNH) with a Market Perform rating and $77.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E...
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UPDATE: Leerink Swann Initiates Coverage on WellCare Health Plans as Valuation Remains Compelling and Points to Multiple Expansion
Tuesday, November 19, 2013 - 11:10am | 140In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on WellCare Health Plans (NYSE: WCG) with a Market Perform rating and $72.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to...
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UPDATE: Leerink Swann Initiates Coverage on Humana as There is Upside Amid the Winds of Change
Tuesday, November 19, 2013 - 11:09am | 135In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on Humana (NYSE: HUM) with an Outperform rating and $120.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E EPS from...
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UPDATE: Leerink Swann Initiates Coverage on Molina Healthcare as Valuation Remains Compelling and Points to Multiple Expansion
Tuesday, November 19, 2013 - 11:08am | 138In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on Molina Healthcare (NYSE: MOH) with a Market Perform rating and $35.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E...
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UPDATE: Leerink Swann Initiates Coverage on Health Net as Valuation Remains Compelling and Points to Multiple Expansion
Tuesday, November 19, 2013 - 11:07am | 138In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on Health Net (NYSE: HNT) with a Market Perform rating and $31.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E EPS...
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UPDATE: Leerink Swann Initiates Coverage on Centene as There is Upside Amid the Winds of Change
Tuesday, November 19, 2013 - 11:06am | 137In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on Centene Corp. (NYSE: CNC) with an Outperform rating and $68.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E EPS...
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UPDATE: Leerink Swann Initiates Coverage on CIGNA as Valuation Remains Compelling and Points to Multiple Expansion
Tuesday, November 19, 2013 - 11:04am | 136In a report published Tuesday, Leerink Swann analyst Ana Gupte initiated coverage on CIGNA Corporation (NYSE: CI) with an Outperform rating and $106.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E EPS...
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UPDATE: Leerink Swann Resumes Coverage on Aetna as There is Upside Amid the Winds of Change
Tuesday, November 19, 2013 - 10:46am | 136In a report published Tuesday, Leerink Swann analyst Ana Gupte resumed coverage on Aetna (NYSE: AET) with a Market Perform rating and $72.00 price target. In the report, Leerink Swann noted, “We are initiating coverage on 9 companies within US Managed Care. We expect upside to 2014E EPS from...