Modern Healthcare January 26, 2018
Wall Street analysts say the future looks bright—and lucrative—for insurers and medical devicemakers, but it’s a more complicated story for hospitals.
Low medical costs and a booming Medicare Advantage enrollment have helped boost health insurers’ top lines, A.J. Rice, managing director of equity research at Credit Suisse, said during a panel discussion Thursday hosted by the Nashville Health Care Council.
All five major national health plans are gaining share in Medicare Advantage as seniors age into the program at a rapid clip, he said at the Nashville Healthcare Council. And analysts expect the insurance companies, most of which will report quarterly financial results in the next couple of weeks, to reap big benefits from the GOP tax overhaul that reduce...