consolidation and the ongoing implementation of the Affordable Care Act, and significant recent volatility, senior analyst Vishnu Lekraj believes a lot could go wrong for investors in the managed-care industry. One of two managed-care organizations
trading at 87% of our analyst's $100 per share fair value estimate at the end of last week. Morningstar analyst Vishnu Lekraj notes that Express Scripts is the largest pharmacy benefit manager, with more than 1.3 billion adjusted claims processed
Vishnu Lekraj : We recently conducted a competitive analysis of many health-care-services players, and one name that was very close to the
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 .
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 .
investments, the market, economic indicators, and more. Join us every day for fresh insights from our analyst team. Vishnu Lekraj : We're going to talk about Express Scripts, that's ticker [TICKER:ESRX] ESRX. What this company does, is
Morningstar health-care analysts Damien Conover and Vishnu Lekraj . Our discussion took place Dec. 16 and has been edited ..... uninsured people will the ACA bring into the system? Vishnu Lekraj : The Congressional Budget Office says that there are
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 .
on the managed-care organizations? I'm here with Vishnu Lekraj , a Morningstar senior analyst, to look at this question. Vishnu, thanks for joining me today. Vishnu Lekraj : Thanks, Jeremy. Glaser: Let's talk a little bit
that report and his forecast for the Friday report is Vishnu Lekraj , our equity analyst who covers the employment sector. Thanks for joining me, Vishnu. Vishnu Lekraj : Thanks for having me. Stipp : So, let's talk about