Vishnu Lekraj

More From Vishnu Lekraj

A Quality, Undervalued Healthcare Firm

Vishnu Lekraj Jul 19, 2017

McKesson's Our Favorite Undervalued Healthcare Distributor

We like its improving operational dynamics and less uncertain near-term environment.

Vishnu Lekraj Jul 10, 2017

Walgreens Move Is Best Given Circumstances

The retail pharmacy avoids court action by terminating a merger with Rite Aid, and will instead buy about half of its stores.

Vishnu Lekraj Jun 29, 2017

Aggressive Pricing Pinches Walgreens Margins

We're maintaining our fair value estimate as the firm discounts its generic inventory to win business and tries to close the Rite Aid acquisition.

Vishnu Lekraj Apr 19, 2017

What Blocked Mergers Mean for Managed Care

The recent rulings by the two respective federal courts in blocking both the Anthem/Cigna and Aetna/Humana deals have significant repercussions for the sector.

Vishnu Lekraj Feb 16, 2017

2 Cheap, High-Quality Healthcare Firms

Vishnu Lekraj Feb 6, 2017

Express Scripts: An Undervalued, Dominant Healthcare Player

Vishnu Lekraj Jan 11, 2017

Will Walgreens' Plan for Sales Growth Work?

The retail pharmacy is pursuing a three-pronged strategy in an attempt to adapt in a rapidly shifting market.

Vishnu Lekraj Jan 5, 2017

Express Scripts Is One of the Most Powerful Players in Healthcare

The PBM has unparalleled supplier pricing power and scale advantages.

Vishnu Lekraj Nov 30, 2016

Veeva's Growing Product Portfolio Holds Promise

The wide-moat CRM services provider's niche position in the life sciences vertical allows it to have a significant competitive advantage, as the firm can develop products specifically for areas of unmet customer need.

Vishnu Lekraj Nov 23, 2016

Near-Term Issues Don't Affect Amerisource's Valuation

The company's still one of the most powerful players in the pharmaceutical supply chain.

Vishnu Lekraj May 9, 2016

Growing Healthcare IT Demand Benefits Cerner

Although revenue issues continue, we think the shares are undervalued.

Vishnu Lekraj Feb 19, 2016

Anthem/Cigna Merger Strategically Sound But Richly Priced

The combination should boost long-term economic profitability but Anthem is significantly overpaying for this transaction, writes Morningstar’s Vishnu Lekraj.

Vishnu Lekraj Jul 24, 2015

New Era Begins for Walgreens

With the addition of Boots Alliance, the firm is now a premier global retail powerhouse.

Vishnu Lekraj Apr 13, 2015

UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM

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.

Vishnu Lekraj Mar 30, 2015

More About Vishnu Lekraj

Vishnu Lekraj is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers the healthcare services industry.

Lekraj joined Morningstar in 2008 after receiving a master’s degree in business administration from the University of Florida’s Hough Graduate School of Business. Before business school, he was a financial analyst for HSBC bank.

Lekraj holds a bachelor’s degree in finance from the Warrington College of Business Administration at the University of Florida, where he graduated summa cum laude. He is also a member of the Beta Gamma Sigma international honor society. In 2012, Lekraj ranked first in the professional services industry in the StarMine Analyst Awards, presented by the Financial Times.