Given the power and advantages that large PBMs possess along the pharmaceutical supply chain, UnitedHealth’s deal for Catamaran makes complete sense, writes Morningstar’s Vishnu Lekraj .
Investors can pick up shares of this pharmacy benefit manager, which enjoys enormous supplier-pricing and scale advantages, at a significant discount.
After setbacks in the Affordable Care Act's rollout are resolved, we think one 4-star managed care firm is particularly well-positioned to take advantage of the public exchanges over the longer term, says Morningstar's Vishnu Lekraj .
Walgreen's acquisition of Alliance Boots is positive from a strategic standpoint, but the firm will still lack significant long-term competitive advantages, says Morningstar’s Vishnu Lekraj .
Lower unemployment claims, a convergence with ADP data trends, and milder seasonal adjustment factors could modestly boost July's BLS job data above consensus, say Morningstar's Bob Johnson and Vishnu Lekraj .
Although July's employment report looked better than recent months, the year-over-year growth trend is still range-bound. Morningstar's Bob Johnson and Vishnu Lekraj outline what might help in the last five months of the year.
Allowing certain minimal-coverage health-insurance plans to stay in effect for one more year isn't a gamechanger for the managed-care organizations' prospects under the Affordable Care Act, says Morningstar's Vishnu Lekraj .
Solid October employment gains along with upward revisions to prior months show a job market approaching what we'd typically expect for an economic recovery, say Morningstar's Bob Johnson and Vishnu Lekraj .
Following a solid December employment report, average monthly job growth in 2013 could accelerate, but not by much, say Morningstar's Bob Johnson and Vishnu Lekraj .
As the ultimate impact of Obamacare comes into focus, the sector’s winners and losers are becoming more apparent.