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UNH

UnitedHealth

$269.44

-3.04 (-1.12%)

09:27
11/14/18
11/14
09:27
11/14/18
09:27

UnitedHealth will likely go as OptumHealth goes, says Morgan Stanley

Morgan Stanley analyst Zack Sopcak noted that UnitedHealth aims to achieve $100B in 2025 revenue for OptumHealth, its provider/services business. He estimates that if OptumHealth were to achieve that $100B revenue aspiration in 2025, it would contribute about 42% of revenue and about 40% of profit growth for the total company over the next seven years. Given this, he thinks "as OptumHealth goes, so will likely UnitedHealth." Sopcak, in his preview note ahead of UnitedHealth's analyst day, wrote: "If the 2010s were the decade of OptumRx, we expect the 2020s to be the decade of OptumHealth." He keeps an Overweight rating on UnitedHealth shares ahead of the analyst event on November 27.

UNH UnitedHealth
$269.44

-3.04 (-1.12%)

10/18/18
BMOC
10/18/18
NO CHANGE
Target $310
BMOC
Outperform
UnitedHealth price target raised to $310 from $300 at BMO Capital
BMO Capital analyst Matt Borsch raised his price target on UnitedHealth to $310 and kept his Outperform rating, saying the company's "very solid" Q3 results represent a turn in focus toward 2019. The analyst states that in addition to "many areas of strong execution", the key takeaway for the quarter was "relief on medical cost trend", which he sees as pivotal to the company achieving a near-30% earnings growth in FY18.
10/30/18
ARGS
10/30/18
DOWNGRADE
ARGS
Hold
LabCorp downgraded to Hold from Buy at Argus
Argus analyst Jasper Hellweg downgraded LabCorp (LH) to Hold from Buy after its Q3 earnings miss and a cut in FY18 guidance. The analyst notes that the company is faced with pressure from "lower lab testing payment rates mandated by the Protecting Access to Medicaid Act of 2014" along with business disruptions and the impact of acquisitions which resulted in lowers margins for the quarter. Hellweg further cites LabCorp's loss of "status as the exclusive national provider of laboratory services to UnitedHealthcare (UNH)" to rival Quest Diagnostics (DGX). In spite of these short-term challenges, the analyst also maintains a positive outlook for LabCorp on a long-term basis, adding that he would "consider an upgrade if the stock stabilized at the support level of $147 per share."
10/31/18
EVER
10/31/18
NO CHANGE
EVER
Outperform
Gilead sales not at risk from UnitedHealth promotions, says Evercore ISI
Evercore ISI analyst Umer Raffat attributes the pullback today in shares of Gilead Sciences (GILD) to concerns over the company's HIV franchise given UnitedHealth's (UNH) promotions of cheaper alternatives. UnitedHealth (UNH) is offering a rewards plan to patients starting with HIV medications to help promote the use of lower priced drugs, Jefferies analyst Michael Yee pointed out earlier today in a research note. Raffat, however, does not see risk to Gilead's sales from the promotions. UnitedHealth's is proposing a switch to two separate tablets, which is not in the HIV guidelines today, says the analyst. He keeps an Outperform rating on Gilead shares, which are down 6% to $68.00 in afternoon trading.
10/31/18
MZHO
10/31/18
NO CHANGE
Target $94
MZHO
Buy
Mizuho says concerns over UnitedHealth program impact on Gilead seem unwarranted
Mizuho analyst Salim Syed blames UnitedHealth's (UNH) introduction of a new a program, called "My ScriptRewards," that will try to convince plan participants to take a cheaper HIV regimen in return for $500 in debit cards for the weakness in shares of Gilead (GILD). However, the analyst views the worries as unwarranted, noting that Cimduo is the "common thread" between all of the regimens that UnitedHealth's program calls out and it is an inferior drug to Gilead's Biktarvy. Biktarvy is the backbone of the number one recommended regimen according to HHS treatment guidelines, noted Syed, who keeps a Buy rating and $94 price target on Gilead shares.

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CAH

Cardinal Health

$43.74

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Amcor

$9.99

-0.12 (-1.19%)

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Amcor

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JKHY

Jack Henry

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Alcon

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Nordson

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NDSN

Nordson

$135.43

-1.79 (-1.30%)

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TOL

Toll Brothers

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Alcon

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NDSN

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