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Jefferies Turns Bullish On Molina, Sees Potential For Upside To Estimates
Tuesday, November 13, 2018 - 1:37pm | 400Read More...Molina Healthcare, Inc (NYSE: MOH) recently reported third-quarter earnings that exceeded the consensus by a wide margin and raised its 2018 guidance. The Analyst Jefferies analyst David Windley upgraded Molina from Hold to Buy and increased the price target from $152 to $169, suggesting roughly...
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Humana, Anthem Benefit From 'Attractive' Managed Care Sector, Jefferies Says
Friday, January 12, 2018 - 5:34pm | 447Read More...Between the potential for government health care reform and new online competition from Amazon.com, Inc. (NASDAQ: AMZN) and others, 2018 could be a notable year for health care stocks. One Wall Street analyst sees more pros than cons in the managed care space. The Analyst Jefferies analyst David...
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The INC Research Pullback Creates A Compelling Entry Point
Monday, October 9, 2017 - 10:07am | 559Read More...Jefferies upgraded shares of INC Research Holdings Inc (NASDAQ: INCR), citing findings from its in-depth survey and industry modelling, which reaffirmed superior early development growth and shined a more positive light on late-stage outsourcing. As such, the firm upgraded shares of the company...
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Jefferies Highlights A Pair Trade In Pharma: Buy ICON, Hold Tight On INC Research
Thursday, June 29, 2017 - 2:46pm | 501Read More...Jefferies said in a note on Thursday that it's focused on two opposing themes in pharma services, namely slowing outsourcing and revenue growth and consolidation, with the former increasing the need for the latter. Against this backdrop, the firm highlighted a pair trade in the pharma services...
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Winners And Losers Amid Affordable Care Act Uncertainty
Thursday, December 15, 2016 - 1:08pm | 515Read More...Citing the uncertainty surrounding President-elect Donald Trump's healthcare ground rules, Jefferies said it is a select buyer of managed healthcare organizations, heading into 2017. The firm noted that MCOs are pricing in the possible Medicare upside. Humana: Risk/Reward Attractive Analyst...
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'Full Potential' For UnitedHealth
Wednesday, November 30, 2016 - 11:46am | 267Read More...UnitedHealth Group Inc (NYSE: UNH) held a “small get together” on Tuesday, where CEO Stephen Hemsley set 10-year goals for the company to achieve its “full potential”, while highlighting the “complementary contributions” of profit and growth by UHC and Optum...
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A Look At 4 Scenarios For Humana In The Wake Of Trump's Election Win
Wednesday, November 16, 2016 - 11:00am | 543Read More...The surprise victory of Donald Trump as president is positive for the regulatory approval of the merger between Aetna Inc (NYSE: AET) and Humana Inc (NYSE: HUM), as a Republican-led Department of Justice and FTC might be more willing to approve the deal based on the concessions and geographic...
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Jefferies Downgrades ICON To Hold, Cites Lower Bookings, Sales
Friday, June 3, 2016 - 10:24am | 262Read More...ICON PLC (NASDAQ: ICLR) reported a disappointing book-to-bill for 1Q16, and 2Q16 could represent the second straight quarter of low bookings and eighth quarter of low revenue. Jefferies’ David Windley downgraded the rating for the company from Buy to Hold, while reducing the price target...
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Looking Past M&A: The Best Managed Care Stock Plays For The Long Haul
Wednesday, July 15, 2015 - 12:57pm | 338Read More...In a report rolled out Wednesday, Jefferies analysts David Windley and David Styblo look into the managed care industry. While the market continues to focus on M&A activity, these analysts “zoom out to analyze which MCOs to own for the long haul after the dust settles.” Assuming...
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How The Street Is Reacting To The Aetna-Humana Deal
Monday, July 6, 2015 - 2:31pm | 713Read More...Aetna Inc (NYSE: AET) reached a deal early Friday morning to buy out rival health insurer Humana Inc (NYSE: HUM) for a combination of cash and stock. The $37 billion agreement valued Humana at $230 per share, 23 percent higher than its closing price on Thursday. Analysts on the Street have mixed...
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Jefferies Boosts Targets Across Pharmaceutical Service Stocks
Wednesday, May 27, 2015 - 11:59am | 451Read More...Jefferies commented on Pharmaceutical services stocks Wednesday and expected accelerated R&D spending for 2015 and 2016. Analysts David Windley and Sean Dodge surveyed 60 R&D decision-makers who expected “their outsourced budgets to grow in the high-teens, which would be the...
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UPDATE: Jefferies Reiterates On Humana Inc As Management Displays Confidence
Monday, September 22, 2014 - 8:16am | 104Read More...In a report published Monday, Jefferies analyst David Windley reiterated a Hold rating on Humana Inc (NYSE: HUM), and raised the price target from $117.00 to $126.00. In the report, Jefferies noted, “Management's confidence in stable cost trend, ample trend bending runway, MA membership growth, and...
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Jefferies Analyst Names Favorites In Managed Healthcare Sector
Thursday, July 10, 2014 - 12:13pm | 160Read More...In a note released Thursday, Jefferies analyst David Windley downgraded shares of UnitedHealth Group (NYSE: UNH) from Buy to Hold and maintained an $87 price target. Windley noted that the downgrade was based on valuation and wrote, "We do not have specific fears about UnitedHealth's...
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UPDATE: Jefferies Raises PT on WuXi PharmaTech Following Raised 2013 EPS Guidance
Tuesday, August 13, 2013 - 8:39am | 121Read More...In a report published Tuesday, Jefferies analyst David Windley reiterated a Buy rating on WuXi PharmaTech (NYSE: WX), and raised the price target from $24.00 to $28.00. In the report, Jefferies noted, “Management signaled its forward optimism by raising its guidance mid-point by $0.06-0.07 more...
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UPDATE: Jefferies Raises PT on PAREXEL Following Solid 2Q Results
Thursday, August 8, 2013 - 10:45am | 128Read More...In a report published Thursday, Jefferies analyst David Windley reiterated a Hold rating on PAREXEL (NASDAQ: PRXL), and raised the price target from $46.00 to $47.00. In the report, Jefferies noted, “Our view is that PRXL's valuation is stretched, and its growth is poised to slow, making a Buy...
