Becker's Healthcare February 26, 2018
Humana’s integrated clinical model, furthered by its recent bid for Louisville, Ky.-based Kindred Healthcare’s home health arm, is reviving Humana’s medical cost competitive advantage, according to a recent Leerink Partners analysis.
Here are three takeaways from the report.
1. After meeting with Humana’s C-suite, Leerink Partners determined the insurer is the sleeper managed care organization stock of 2018. Leerink Partners raised its price target for Humana by $25 to $325.
2. Leerink analysts said downside risk associated with Amazon’s entry into healthcare through a partnership with JPMorgan Chase & Co. and Berkshire Hathaway is limited for...