Q: On Oct 22, concerning ELV's quarterly results, you said, "a key issue was the 'timing mismatch' between Medicaid reimbursement rates and the higher healthcare needs of members" - an issue linked to post-COVID resumption of full-service healthcare.
But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?
Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?
But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?
Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?
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AbbVie Inc. (ABBV $212.40)
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Johnson & Johnson (JNJ $241.31)
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Eli Lilly and Company (LLY $955.19)
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Thermo Fisher Scientific Inc (TMO $500.46)
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UnitedHealth Group Incorporated (DE) (UNH $306.91)
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Novo Nordisk A/S (NVO $37.44)
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iShares U.S. Medical Devices ETF (IHI $53.80)
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iShares U.S. Healthcare Providers ETF (IHF $44.82)
Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?