11.8.04: Managed Care Report
A roundtable forum and top management from 8 firms examine the Managed Care sector in this 47 page report from The Wall Street Transcript.

  1. Roundtable forum: Carl McDonald, Morgan Stanley; Doug Simpson, Merrill Lynch Global Securities; Eric Veiel, Wachovia Securities

  2. CEO Interviews (average 2,500 words): Top management from 8 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Humana Inc., CorVel Corporation, IntegraMed America, Kaire Holdings Inc., PHNS, SeraCare LifeSciences and UICI.

    Topics covered: Cash flow metrics  - Leveraging G&A  - Infrastructure investment  - Consumer directed products  - Health savings accounts  - Medicare  - Election impact 
    Companies covered: UnitedHealth (UNH), Aetna (AET), Coventry (CVH), First Health (FHCC), Humana (HUM), Pfizer (PFE), WellCare Health Plans (WCG), Magellan Health Services (MGLN), Centene (CNC), CIGNA (CI).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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