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UNH

UnitedHealth

$222.77

-2.66 (-1.18%)

, GSK

GlaxoSmithKline

$37.65

0.29 (0.78%)

08:00
03/13/18
03/13
08:00
03/13/18
08:00

UnitedHealth: Renfro to lead enterprisewide growth efforts, Optum Ventures funds

UnitedHealth Group (UNH) announced Larry C. Renfro, vice chair of UnitedHealth Group and CEO of Optum, will lead UnitedHealth Group's enterprise growth efforts and Optum's next-generation investment initiatives through an expanded Optum Ventures. Andrew Witty will join UnitedHealth Group, succeeding Renfro as CEO of Optum, effective July 1, 2018. Witty is the former CEO of GlaxoSmithKline plc (GSK) and has served as a member of the UnitedHealth Group board of directors since August 2017. Renfro will focus his work on UnitedHealth Group growth priorities and developing, maintaining and expanding strategic relationships, sponsorships and partnerships worldwide. Renfro will help accelerate the company's innovation capacities and reach as managing partner of Optum Ventures, a series of domestic and international funds, including a new, $100 million Global Fund, dedicated to emerging and advanced technology, data analytics and health care services companies with transformative capabilities to make health care better for everyone. The new global fund complements the domestic Optum Ventures fund announced in November 2017; together they have total investment commitments of up to $600M. In light of his new appointment, Witty will step down from the UnitedHealth Group board of directors, effective immediately.

UNH

UnitedHealth

$222.77

-2.66 (-1.18%)

GSK

GlaxoSmithKline

$37.65

0.29 (0.78%)

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UNH UnitedHealth
$222.77

-2.66 (-1.18%)

03/13/18
ADAM
03/13/18
NO CHANGE
Target $90
ADAM
Buy
Insulet improved market access reinforces growth opportunity, says Canaccord
Canaccord analyst Kyle Rose noted UnitedHealth (UNH) has agreed to cover the Insulet (PODD) OmniPod for its 70M covered lives. The announcement provides a meaningful growth opportunity for 2018 and beyond. The increased market access reinforces his conviction that Insulet remains in the early stages of a transformative period of meaningful market share gains. Rose reiterated his Buy rating and raised his price target to $90 from $88 on Insulet shares.
03/12/18
WBLR
03/12/18
NO CHANGE
WBLR
Outperform
Insulet announced coverage win with UnitedHealth, says William Blair
Insulet (PODD) on Friday announced it had established a new contract with UnitedHealthcare (UNH), which would provide its patients with in-network, durable medical equipment coverage for Omnipod beginning April 1, William Blair analyst Margaret Kaczor tells investors in a research note. This is another coverage win for Insulet as UnitedHealth represents almost 50M lives in the United States, the analyst adds. She notes Insulet has had limited access to historically a Medtronic (MDT) has been UnitedHealth's preferred, in-network DME insulin pump provider since mid-2016. Kaczor views the announcement as "another improvement in patient access to Omnipod." She thinks Insulet "continues to fire on all cylinders" and keeps an Outperform rating on the shares.
03/10/18
PIPR
03/10/18
NO CHANGE
Target $88
PIPR
Overweight
Insulet scores 'nice win' at UnitedHealth into weekend, says Piper Jaffray
Insulet (PODD) and UnitedHealth (UNH) announced yesterday afternoon an in-network contract for Omnipod which goes into effect April 1, Piper Jaffray analyst JP McKim tells investors in a research note. Omnipod is Insulet's tubeless insulin pump to monitor type 1 diabetes. The agreement affects commercial and Medicaid lives, the analyst points out. He views the news as a "nice win" for Insulet and expects the shares to react favorably. McKim continues to recommend Insulet with an Overweight rating and sees the stock pushing towards his $88 price target. The shares closed Friday up 67c to $80.33.
03/08/18
PIPR
03/08/18
NO CHANGE
Target $226
PIPR
Overweight
Cigna deal for Express Scripts makes Medicaid or MA deal less likely, says Piper Jaffray
Piper Jaffray analyst Sarah James said she does not see any issues with Cigna (CI) obtaining approval of its deal to buy Express Scripts (ESRX), even though the deal will give the combined company annual script volume of 848M, making it the third-largest PBM. She does not think Cigna's script volume would transition to the combined entity until 2023, which is when Cigna's contract with UnitedHealth's (UNH) OptumRx ends. Also, James thinks this deal makes it less likely in the near-term that Cigna would buy a Medicaid or Medicare Advantage plan. The analyst has an Overweight rating and $226 price target on Cigna shares.
GSK GlaxoSmithKline
$37.65

0.29 (0.78%)

02/22/18
LEER
02/22/18
NO CHANGE
LEER
Rapid adoption of Gilead Biktarvy to challenge GlaxoSmithKline outlook, says Leerink
Leerink analyst Seamus Fernandez notes he has recently completed a MEDACorp survey of U.S. HIV treatment specialists and has found "impressively positive" sentiment about Gilead's (GILD) Biktarvy which seems likely to put sustained pressure on GlaxoSmithKline's (GSK) leading integrase inhibitor Tivicay, as well as cannibalizing Gilead's other combination and component products.
02/08/18
MSCO
02/08/18
NO CHANGE
MSCO
Equal Weight
Gilead Biktarvy approval, Glaxo patent suit not surprising, says Morgan Stanley
Morgan Stanley analyst Matthew Harrison said investors expected Gilead (GILD) to receive FDA approval for its once-daily single tablet regimen to treat HIV-1 infection, now named Biktarvy, so he would expect limited impact on the stock from the news. He also said GlaxoSmithKline's (GSK) filing of patent infringement litigation alleging that Biktarvy infringes on ViiV's dolutegravir is not a surprise given prior comments by GSK and he would expect this to work through the courts. Harrison, who added that Biktarvy's clean label is a positive, keeps an Equal Weight rating on Gilead shares.
01/22/18
WELS
01/22/18
NO CHANGE
WELS
Underperform
Teva can't afford more pipeline setbacks, says Wells Fargo
After Teva (TEVA) reported that its Phase 3 registration study evaluating subcutaneously administered reslizumab in a pre-filled syringe did not meet its primary endpoint, Wells Fargo analyst David Maris said he believes this puts Teva at a disadvantage versus peers AstraZeneca (AZN) and GlaxoSmithKline (GSK) at a time when Teva cannot afford more pipeline setbacks. Subcutaneous reslizumab was not a major focus, but the news is still "another disappointment," said Maris, who keeps an Underperform rating on Teva shares.
01/22/18
WBLR
01/22/18
NO CHANGE
WBLR
Outperform
Dynavax has sold off 30% since Heplisav approval, says William Blair
Dynavax (DVAX) shares have pulled back about 30% since the U.S. approval of Heplisav, the first and only two-dose hepatitis B vaccine that has demonstrated "superiority in efficacy and comparability" in safety to the standard of care, GlaxoSmithKline's (GSK) Engerix-B, William Blair analyst Katherine Xu tells investors in a research note. The analyst attributes the selloff to Dynavax electing to launch Heplisav on its own and the Street having insufficient confidence in the launch. She believes Heplisav has peak U.S. sales prospects of $600M and "provides a valuation floor." Xu also sees catalysts on the oncology side of the business. She maintains an Outperform rating on Dynavax with a $40 per share fair value estimate.

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BAYRY

Bayer

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ORCL

Oracle

$52.35

-0.44 (-0.83%)

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BIIB

Biogen

$218.36

1.07 (0.49%)

, ESALY

Eisai

$0.00

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LLY

Eli Lilly

$129.35

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AZN

AstraZeneca

$42.45

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PFE

Pfizer

$41.84

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GOLD

Barrick Gold

$14.12

0.47 (3.44%)

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TWNK

Hostess Brands

$11.91

-0.05 (-0.42%)

, K

Kellogg

$56.65

-0.09 (-0.16%)

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$11.91

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Kellogg

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NOK

Nokia

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Regions Financial

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$NSD

NASDAQ Market Internals

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$NYE

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MSFT

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