10.03.05: Managed Care & Health Services Report
A roundtable forum. 5 analysts and top management from 10 firms examine the Managed Care & Health Services sector in this 75 page report from The Wall Street Transcript.
  1. Roundtable Forum: Carl McDonald, CIBC World Markets; Phillip Seligman, Standard & Poor's Equity Research Group

  2. Outlook for Managed Care Stocks: David Shove, Prudential Equity Group

  3. Cardiovascular, Pharmaceutical & PBMs: Jeff Jonas, Gabelli & Company, Inc.

  4. Hospitals, Clinical Labs, PBMs & Post-Acute Companies: Kemp Dolliver, SG Cowen Securities Corporation

  5. Pharmacy Benefit Managers & Specialized Pharmacies: Gregg Haddad, First Analysis Securities Corp.

  6. Healthcare Services: Robert Mains, Ryan Beck & Co.

  7. Off The Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  8. CEO Interviews (average 2,500 words): Top management from 10 sector firms examine the outlook for their firm and sector. Firms interviewed include: Allscripts Healthcare Solutions, American Dental Partners, CorVel Corporation, Emageon Inc., Health Net, HearUSA, ProxyMed, Sierra Health Services and UCI Medical Affiliates.

    Topics covered: Medical cost inflation  - Consumer-directed plans  - Industry consolidation  - IT adoption  - Medicare changes  - New treatment options  - PBMs  - FDA approvals 

    Companies covered: PacifiCare Health Systems (PHS), Humana (HUM), IMS Health (RX), WellChoice (WC), AetnaÕs (AET), Teva Pharmaceutical Industries (TEVA), Sierra (SIE), Health Net (HNT), Coventry, CIGNA (CI), American Healthways (AMHC), Medtronic (MDT), Guidant (GDT), St. Jude Medical (STJ), Boston Scientific (BSX), Thoratec (THOR), AngioDynamics (ANGO), Possis Medical (POSS), Edwards Lifesciences (EW), Johnson & Johnson (JNJ), Quest Diagnostics (DGX), Caremark Rx (CMX), Triad Hospitals (TRI), HCA (HCA), Community Health Systems (CYH), Tenet Healthcare (THC) and LifePoint Hospitals (LPNT).
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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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