Ana Gupte - Leerink Research

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Last quote by Ana Gupte

They can at least dip their toe in the water with the cash-pay customers, and learn the business.feedback
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Oct 28 2017
Ana Gupte has been quoted 36 times. The one recent article where Ana Gupte has been quoted is Fears of Amazon moving into prescription drug sales are already disrupting health care. Most recently, Ana Gupte was quoted as having said, “The likely Amazon entry into retail pharmacy is a major threat to CVS, on top of already dwindling storefront sales.”.
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Ana Gupte quotes

Jun 22 2017

We see the draft version of the Senate bill as better than expected and driving the out-performance particularly in our facilities coverage and also for our managed care names.feedback

Jun 22 2017

I think there is some pent-up demand resulting in the response today, because there was a belief that there might be a sell-off, and it turns out that the Senate bill is very close to the House bill.feedback

May 04 2017 - Obamacare

We see the bill passage as positive for the Large Cap Managed Care names UnitedHealth, Anthem, Humana, Cigna, and Aetna, given this repeals the burdensome ObamaCare tax while paving the way for Corporate tax reform with 15-50% of cumulative upside.feedback

Apr 26 2017

We see the guidance raise as conservative and expect there could be potential for continued increases through the remainder of the year.feedback

Apr 17 2017

We believe this is a positive move and expect the hospital industry to actively be lobbying for improvements.feedback

Mar 28 2017 - Obamacare

We expect [marketplace] health insurers will continue to flee the marketplaces in 2018 or raise premiums significantly as they will no longer enjoy the substantial risk stabilization fund proposed by the American Health Care Act, destabilizing and shrinking the marketplaces.feedback

Mar 24 2017 - Trumpcare

They didn't have drug pricing legislation built into this. They got a tax break. Maybe they can give some of that back to consumers in the form of co-pay assistance that may get the government off their back and the president's populist agenda gets served as well.feedback

Mar 09 2017

The CFO noted that potential negatives from repeal and replace could be offset from (Tenet's) large exposure in Texas and Florida, which are non-expansion states.feedback

Feb 10 2017

She's made all of the points, but particularly the 'elephant in the room. With Cigna and Anthem, with their conflict ? I think she rightly challenges the two companies' ability to realize those efficiencies. They do have a merger agreement through April. It buys them time to think about their strategy to challenge this breakup fee ? and I think that they will challenge it legally. So ? all three companies ? Aetna, Anthem, Cigna ? need to shore up their senior platform. And Humana is the prize here.feedback

Jan 21 2017

It's clear that Congress is looking to repeal the law and that it's poised to happen with a replacement. This is one more avenue to make sure their agenda is executed.feedback

Jan 16 2017

Repeal and replace offers upside to Medicare Advantage stocks in particular, as deregulation within CMS offers rate predictability.feedback

Jan 16 2017

Health care utilization remains muted as the penetration of high deductible plans continues to increase … while elective surgeries and procedures continue a strong mix shift to the lower priced hospital outpatient… settings.feedback

Nov 09 2016

They could choke off the blood supply to Obamacare.feedback

Oct 27 2016

They were not willing to guide at all, or even give any directional color on whether consensus was too high or too low.feedback

Jul 22 2016

The [Justice Department] is on 'high alert' right now, so maybe even a smaller deal is harder than in the past.feedback

Jun 20 2016

While California is not a critical State for the deal given (Humana's) small presence, it is another indication that the merger anti-trust review is on track with only four states remaining for approval.feedback

May 23 2016

I don't think the health insurance exchanges will become a mainstream channel of purchase for the individual market in this country. The exchanges will likely continue to remain a niche offering.feedback

May 23 2016

Had reinsurance phased out with a more balanced health-risk pool, it may not have been so problematic for the insurers.feedback

May 23 2016

It's really a big problem, and it led to the exit of UnitedHealth from 27 of the 35 states that they are in, and also Humana has exited a handful of states.feedback

Apr 18 2016

We expect these exits place the Obama Administration in a position where they particularly need Aetna and Anthem to play in these markets. We see this as potentially acting as a positive influence on deal close to make it viable for these companies to subsidize these losses as a public service to consumers through the synergies generated by the proposed acquisitions.feedback

Mar 22 2016

I think Anthem and Aetna are being viewed simultaneously by the DOJ and the state regulators.feedback

Mar 21 2016

The latest news has taken a very unhealthy turn and we see it unlikely that Anthem renews its contract with Express Scripts past 2019, and is likely to leave sooner to the extent it can manage the transition for consumers smoothly.feedback

Mar 17 2016 - Walgreens

We see this deal as adding meaningfully to the value proposition of OptumRx, which now manages over 1 billion prescriptions.feedback

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