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Why Goldman Sachs Is Waiting For Teladoc's Merger Story To Unfold
Friday, December 4, 2020 - 12:57pm | 237Read More...Teladoc Health Inc’s (NYSE: TDOC) acquisition of Livongo Health (NASDAQ: LVGO) was completed on Oct. 30 and has yet to generate impressive growth, according to Goldman Sachs. The Teladoc Health Analyst: Robert Jones initiated coverage of Teladoc Health with a Neutral rating and $206 price...
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Goldman Sachs Upgrades Davita, Poised To Profit From Medicare Expansion
Friday, January 24, 2020 - 11:37am | 374Read More...Davita Inc (NYSE: DVA) surged to all-time highs Friday after winning the praise of a new market advocate. Medicare is largely to thank. The Rating Goldman Sachs analysts led by Stephen Tanal upgraded Davita to Buy and raised their price target from $72 to $97. The Thesis Next year, the U....
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Why Goldman Sachs Added Iqvia To Its 'Conviction Buy' List
Friday, January 11, 2019 - 1:50pm | 359Read More...For the second time in a week, Goldman Sachs updated its Conviction Buy list, this time adding Iqvia Holdings Inc (NYSE: IQV). The Analyst Goldman analyst Robert Jones reiterated his Buy rating for Iqvia and lowered his price target from $152 to $151. The Thesis The outlook for contract research...
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Goldman Sachs Bearish On Standalone Rite Aid
Thursday, September 6, 2018 - 2:56pm | 443Read More...After a failed merger with Walgreens Boots Alliance Inc (NASDAQ: WBA) and the termination of a merger agreement with Albertsons, one Wall Street analyst says Rite Aid Corporation (NYSE: RAD) is now in an extremely difficult competitive position and will likely continue to struggle in the market....
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Goldman Sachs: Muted Margin Opportunity Puts Henry Schein's EPS Growth At Risk
Tuesday, April 24, 2018 - 3:30pm | 386Read More...Henry Schein, Inc. (NASDAQ: HSIC) announced Monday its decision to spin-off its Animal Health business and merge it with Vets First Choice, with the combined company to trade as an independent public company. Against the backdrop, Goldman Sachs previewed Q1 results of the dental supplies companies...
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Uncertainty Around Iqvia's Near-Term Earnings Path Is Clearing, Goldman Sachs Says In Upgrade
Friday, April 13, 2018 - 2:05pm | 443Read More...In a preview of the first-quarter results of contract research organizations,Goldman Sachs said the group remains attractive with a healthy fundamental backdrop and no material signs of a trend reversal in 2018. The firm also turned bullish on Iqvia Holdings Inc (NYSE: IQV). The Analyst...
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ICON Shares Added To Goldman's 'Conviction Buy' List
Friday, July 7, 2017 - 9:21am | 203Read More...Goldman Sachs analyst Robert Jones continues to see Icon PLC (NASDAQ: ICLR) shares undervalued as he added the pharmaceutical company to America’s Conviction List. Jones has a Buy rating on the stock with a revised price target of $117. “We see a path for ICLR to continue its...
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INC Research Shares Edge Higher; Goldman Adds To 'Conviction Buy' List
Friday, August 12, 2016 - 8:51am | 291Read More...Goldman Sachs added the Buy-rated INC Research Holdings Inc (NASDAQ: INCR) to its Americas Conviction List with a price target of $62, implying a potential upside of 38 percent. "Specifically, we think now is the right time to get more positive on INCR due to: (1) Robust industry...
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Is 2016 The Best Year For Generic Drug Launches Since 2012?
Tuesday, April 12, 2016 - 5:01pm | 411Read More...The consensus view is that the generic wave is nearing an end, but Goldman Sachs thinks otherwise. "We refreshed our generic launch calendar and think the upcoming bolus of new generics may be underappreciated by investors given the consensus view that the generic wave is nearing an end,...
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UPDATE: Goldman Sachs Downgrades Express Scripts Holding Company
Thursday, September 11, 2014 - 9:29am | 149Read More...In a note released Thursday morning, Goldman Sachs analyst Robert Jones downgraded shares of Express Scripts Holding Company (NASDAQ: ESRX) from Buy to Neutral and maintained a $75 price target. Jones' downgrade comes on the sentiment that Express shares have adequately priced in the...
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Goldman Sachs: Rite Aid Shares Poised For Further Upside
Wednesday, March 12, 2014 - 4:53pm | 547Read More...Robert Jones, analyst at Goldman Sachs believes that the Drug Chain stores remain an attractive investment, but Rite-Aid (NYSE: RAD) is uniquely positioned to experience greater relative growth compared to the industry as a whole. Following Rite-Aid's announcement in February that it would be...
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Goldman Reiterates Attractive Coverage of Drugstore Chains
Wednesday, March 12, 2014 - 1:00pm | 208Read More...On Wednesday, Goldman Sachs analyst Robert Jones released a note reiterating his Attractive coverage view on the drug retail landscape. The space should be driven by “compelling out year earnings stories, improving comps helped by ACA (1-2% sales/earnings tailwind), and company-specific growth...
