Wall Street Analysts Are Mostly Bullish on 2020 Outlook for MCOs

Analysts from major financial institutions are cautiously optimistic about the value of managed care organization stocks during 2020, citing a more stable regulatory environment and rising revenues across the industry.

Over 2018 and 2019, markets were skeptical of MCOs’ value due to regulatory turbulence in the form of attempts to roll back the Affordable Care Act, according to a Jefferies report by analysts David Windley and David Styblo.

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Peter Johnson

Peter Johnson

Peter has worked as a journalist since 2011 and has covered health care since 2020. At AIS Health, Peter covers trends in finance, business and policy that affect the health insurance and pharma sectors. For Health Plan Weekly, he covers all aspects of the U.S. health insurance sector, including employer-sponsored insurance, Medicaid managed care, Medicare Advantage and the Affordable Care Act individual marketplaces. In Radar on Drug Benefits, Peter covers the operations of (and conflicts between) pharmacy benefit managers and pharmaceutical manufacturers, with a particular focus on pricing dynamics and market access. Before joining AIS Health, Peter covered transportation, public safety and local government for various outlets in Seattle, his hometown and current place of residence. He graduated with a B.A. from Colby College.

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