Citi Updates Valuation On Managed Care Following Sell-Off
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Citi analyst says "AETNA (NYSE: AET) can make lemonade; attractive ahead of investor day Friday - AET stands out for reiterating its guidance, and has a chance to win investor confidence at its annual investor day on Friday. It is also well positioned to acquire: (1) WellPoint (NYSE: WLP) (may lose Blue brand but can free up excess capital req'd by blues); (2) HealthNet (NYSE: HNT) (TRICARE free at this price); (3) Coventry Health Care (NYSE: CVH) (would combine two top management teams)."
Companies like WellPoint that have many serious issues to address would likely perform better by focusing on requisite core competencies like managing Hospital costs (40% of medical expense) and physician & outpatient costs (40% of medical expense), while outsourcing functions like the Pharmacy Benefit (20% of medical expense) to companies that can do it better and cheaper. Combining with a stand-alone PBM could lower drug trend, benefiting its shareholders and customers.
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