2009-12-07: Consumer Health Services Report
7 leading Analysts; and top management from 2 Sector Firms
examine this vital industry in this 53 page report from The Wall Street Transcript.
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A Positive Outlook for PBMs Helene Wolk - Sanford Bernstein
Macro Trends in the Health Care Space Dave Shove - BMO Capital Markets
Navigating the Managed Care Sector Gregory Nersessian - Credit Suisse
PBMs As Cost-Containment Vehicles Tony Perkins - First Analysis
PBMs in The Health Care Space Tom Gallucci - Lazard Capital Markets
Pharmacies in Health Care Services Michael Petusky - Noble Financial
Trends in Consumer Health Services Ann Hynes - FTN Equity Capital Markets Corp.
CEO Interviews (average 2,500 words): top management from 2 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Medco Health Solutions, Inc., and SANUWAVE, Inc.
Topics covered: PBM Industry - Rising Health Care Costs - Pressure on Managed Care Industry - State of Managed Care Sector - Impact of Pending Health Care Reform on Home Health Care - Potential Impact of Health Care Legislation on the Industry - Recommendations on Leaders and Laggards in Health Care - Consumer-Driven Approach of PBMs
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Companies covered: Express Scripts (ESRX); Aetna (AET); Allion Healthcare (ALLI); Amedisys (AMED); Amerigroup (AGP); AmerisourceBergen Corporation (ABC); BioScrip (BIOS); CIGNA (CI); CVS (CVS); Cardinal (CAH); Catalyst Health Solutions (CHSI); Centene (CNC); Community (CYH); Coventry Health Care (CVH); HMS Holdings (HMSY); Hanger Orthopedic (HGR); Health Management Associates (HMA); Health Net (HNT); HealthSouth (HLS); HealthSpring (HS); Humana (HUM); LHC Group (LHCG); LabCorp (LH); LifePoint (LPNT); McKesson (MCK); MedCath Corp. (MDTH); Medco Health Solutions (MHS); Molina (MOH); Quest Diagnostics (DGX); SANUWAVE (SNWV.OB); SXC Health Solutions (SXCI); Tenet (THC); US Physical Therapy (USPH); UnitedHealth (UNH); Universal (UHT); Universal American (UAM); Walgreens (WAG); WellPoint's (WLP).


