impact that the law will have, particularly on the managed health-care companies. Like you mentioned, I talked to Alex Morozov and Matt Coffina, who are our health-care analysts who have been following this very closely, and they really think
have on health-care stocks? I'm here today with Alex Morozov and Matt Coffina to take a look. Gentlemen, thanks for joining me today. Alex Morozov : Thanks for having us. Glaser: So it seems like
is looming large is life sciences. I'm here with Alex Morozov ; he is the director of health-care research at Morningstar ..... still any value there. Alex, thanks for joining me. Alex Morozov : Thanks for having me, Jeremy. Glaser : So, let
care goods , especially prescription drugs . Diagnostic companies and makers of generic drugs should also see higher utilization rates , providing strong support to these industries'growth . Alex Morozov , CFA contributed to this note .
customer channel overlap. However, the price appears to be excessive even if additional synergies are extracted. Alex Morozov , CFA, and Damien Conover, CFA, contributed to this note.
has revealed that it is evaluating strategic alternatives. We will hold on to our fair value estimates for both companies until we hear more concrete evidence about the potential acquisition. Alex Morozov , CFA, contributed to this note.
number of potential acquirers and targets in our February issue of Morningstar Healthcare Observer and we believe this transaction is a harbinger of more deals to come in the near future. Alex Morozov , CFA, contributed to this article.
higher cancellation rates. While Morningstar analyst Alex Morozov sees a light at the end of the tunnel thanks to PRA ..... combination of these product lines is, in Morningstar analyst Alex Morozov 's opinion, a perfect mix, as it allows the firm