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CNC

Centene

$59.98 /

+2.27 (+3.93%)

, HUM

Humana

$366.12 /

+12.855 (+3.64%)

09:18
12/17/19
12/17
09:18
12/17/19
09:18

Health insurance tax repeal a 'major unanticipated win' for MCOs, says Stephens

Stephens analyst Scott Fidel noted that the spending bill that Congress will vote on this week to avoid a shutdown includes an amendment to the Affordable Care Act that will permanently repeal the health insurance tax, or HIF, and also fully repeal the medical device and Cadillac taxes. A permanent repeal of the HIF is "a major unanticipated win" for managed care organization stocks, said Fidel, who sees Humana (HUM) having the most EPS upside to consensus 2021 estimates based on this news. A HIF repeal should also "significantly increase" accretion for Centene (CNC) from its pending merger with WellCare (WCG), added Fidel. Other MCOs include Molina Healthcare (MOH), UnitedHealth (UNH) and CVS Health's (CVS) Aetna.

CNC

Centene

$59.98 /

+2.27 (+3.93%)

HUM

Humana

$366.12 /

+12.855 (+3.64%)

WCG

WellCare

$320.67 /

+8.19 (+2.62%)

MOH

Molina Healthcare

$134.29 /

+4.75 (+3.67%)

UNH

UnitedHealth

$292.01 /

+6.58 (+2.31%)

CVS

CVS Health

$74.41 /

+0.82 (+1.11%)

  • 11

    Feb

CNC Centene
$59.98 /

+2.27 (+3.93%)

12/16/19 GSCO
BioMarin, Regeneron among Goldman's six Healthcare 'laggards' for 2020
11/21/19 PIPR
Centene should be bought on any weakness from NC delay, says Piper Jaffray
12/16/19 PIPR
Centene reiterated as a top 2020 pick at Piper Jaffray
12/16/19 BMOC
Centene price target raised to $70 from $65 at BMO Capital
HUM Humana
$366.12 /

+12.855 (+3.64%)

11/20/19 ARGS
Humana price target raised to $370 from $340 at Argus
12/11/19 WELS
Humana price target raised to $400 from $338 at Wells Fargo
11/15/19 RHCO
Humana price target raised to $350 from $335 at SunTrust
11/18/19 RHCO
Healthcare Services targets raised at SunTrust on visibility under Warren plans
WCG WellCare
$320.67 /

+8.19 (+2.62%)

10/16/19 MSCO
UnitedHealth comments on 2020 eased concerns about MCOs, says Morgan Stanley
12/11/19 WELS
WellCare downgraded to Market Perform from Outperform at Wells Fargo
MOH Molina Healthcare
$134.29 /

+4.75 (+3.67%)

10/30/19 JEFF
Jefferies downgrades Molina on loss of Texas Medicaid contract
11/27/19 PIPR
Piper says Evolent Health news from Kentucky 'may not be as dire' as thought
10/30/19 SPHN
Texas STAR+PLUS award removes 'major overhang' on Centene, says Stephens
UNH UnitedHealth
$292.01 /

+6.58 (+2.31%)

12/16/19 GSCO
UnitedHealth upgraded to Conviction Buy from Buy at Goldman Sachs
12/11/19 WELS
UnitedHealth price target raised to $335 from $318 at Wells Fargo
12/10/19 DBAB
Deutsche Bank does not expect another bidder for Diplomat Pharmacy
12/10/19 MZHO
Diplomat Pharmacy unlikely to receive higher takeover bid, says Mizuho
CVS CVS Health
$74.41 /

+0.82 (+1.11%)

11/08/19 MZHO
CVS Health price target raised to $82 from $71 at Mizuho
12/04/19 RAJA
CVS Health price target raised to $90 from $80 at Raymond James
12/11/19 MZHO
Cigna, CVS Health selloff yesterday overdone, says Mizuho

TODAY'S FREE FLY STORIES

Hot Stocks
Uber to begin data collection in Washington, D.C for self-driving cars » 15:55
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Uber

$37.49 /

+0.42 (+1.13%)

Uber said it will begin…

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Conference/Events
William Blair healthcare analysts to hold a dinner meeting » 15:55
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Healthcare Analysts,…

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Periodicals
Bayer said to discuss settling Roundup cases for $10B, Bloomberg reports » 15:50
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BAYRY

Bayer

$0.00 /

+ (+0.00%)

Lawyers for some…

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M&T Bank upgraded to Neutral from Underperform at BofA » 15:49
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MTB

M&T Bank

$170.24 /

+8.33 (+5.14%)

BofA upgraded M&T…

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Options
Baozun call volume above normal and directionally bullish » 15:45
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BZUN

Baozun

$33.67 /

-1.22 (-3.50%)

Bullish option flow…

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Hot Stocks
Sabby Management reports 6.84% passive stake in Genprex » 15:42
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GNPX

Genprex

$1.40 /

-0.48 (-25.53%)

In a regulatory filing,…

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Options
E Trade options imply 5.0% move in share price post-earnings » 15:34
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ETFC

E-Trade

$46.13 /

-0.38 (-0.82%)

Pre-earnings options…

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Periodicals
Bayer said to discuss settling RoundUp cases for $10B, Bloomberg reports  15:33
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BAYRY

Bayer

$0.00 /

+ (+0.00%)

 
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Options
Hess Corp. call volume above normal and directionally bullish » 15:25
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HES

Hess Corp.

$66.95 /

-0.24 (-0.36%)

Bullish option flow…

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Options
Intuitive Surgical options imply 3.9% move in share price post-earnings » 15:19
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ISRG

Intuitive Surgical

$611.75 /

+1.52 (+0.25%)

Pre-earnings options…

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Technical Analysis
NASDAQ market internals summary » 15:17
01/23/20
01/23
15:17
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15:17
$NSD

NASDAQ Market Internals

$0.00 /

+ (+0.00%)

Volume is above average…

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Technical Analysis
Technical Earnings Preview: Intel » 15:16
01/23/20
01/23
15:16
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15:16
INTC

Intel

$63.66 /

+0.87 (+1.39%)

The stock broke out of a…

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Technical Analysis
NYSE market internals summary » 15:16
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$NYE

NYSE Market Internals

$0.00 /

+ (+0.00%)

Volume is average for…

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Options
Lam Research put volume heavy and directionally bearish » 15:15
01/23/20
01/23
15:15
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15:15
LRCX

Lam Research

$311.35 /

-0.13 (-0.04%)

Bearish flow noted in Lam…

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Options
Skyworks options imply 8.1% move in share price post-earnings » 15:04
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SWKS

Skyworks

$127.68 /

+2.68 (+2.14%)

Pre-earnings options…

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Periodicals
Green Plains CEO sees China 'gearing up' to buy U.S. ethanol, Bloomberg says » 15:00
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GPRE

Green Plains

$12.47 /

+0.16 (+1.30%)

Bloomberg quoted Todd…

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Options
California Resources put volume heavy and directionally bearish » 14:55
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CRC

California Resources

$8.02 /

-0.18 (-2.20%)

Bearish flow noted in…

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Hot Stocks
Galaxy Gaming receives licensing approval in California » 14:54
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GLXZ

Galaxy Gaming

$0.00 /

+ (+0.00%)

Galaxy Gaming announced…

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Options
Intel options imply 6.7% move in share price post-earnings » 14:49
01/23/20
01/23
14:49
01/23/20
14:49
INTC

Intel

$63.70 /

+0.91 (+1.45%)

Pre-earnings options…

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Hot Stocks
Huntington Ingalls awarded $954M contract » 14:46
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HII

Huntington Ingalls

$277.31 /

+1.51 (+0.55%)

Huntington Ingalls…

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Options
Cree call volume above normal and directionally bullish » 14:45
01/23/20
01/23
14:45
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14:45
CREE

Cree

$53.44 /

+1.38 (+2.65%)

Bullish option flow…

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Hot Stocks
Brazos County Health District investigating suspected case of coronavirus » 14:45
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SPX

S&P 500

$0.00 /

+ (+0.00%)

, SPY

SPDR S&P 500 ETF Trust

$331.51 /

+0.11 (+0.03%)

The Brazos County Health…

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Recommendations
Cowen encouraged by Cerus data on Intercept in light of new coronavirus » 14:39
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01/23
14:39
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14:39
CERS

Cerus

$4.50 /

+0.19 (+4.41%)

Cowen analyst Joshua…

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General news
Treasury Action: yields have edged off intraday lows » 14:35
01/23/20
01/23
14:35
01/23/20
14:35

Treasury Action: yields…

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Periodicals
Daimler plans to make 50,000 Mercedes EQC cars in 2020, Reuters reports » 14:25
01/23/20
01/23
14:25
01/23/20
14:25
DDAIF

Daimler AG

$0.00 /

+ (+0.00%)

Daimler said it intends…

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