Ana Gupte - Leerink Research

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Last quote by Ana Gupte

We believe this is a positive move and expect the hospital industry to actively be lobbying for improvements.feedback
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Apr 17 2017
Ana Gupte has been quoted 18 times. The two most recent articles where Ana Gupte has been quoted are Here’s when we’ll know the future of Obamacare and Here are the stocks that win if the Trump-Ryan health-care bill passes, says top analyst. Most recently, Ana Gupte was quoted as having said, “We expect [marketplace] health insurers will continue to flee the marketplaces in 2018 or raise premiums significantly as they will no longer enjoy the substantial risk stabilization fund proposed by the American Health Care Act, destabilizing and shrinking the marketplaces.”.
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Ana Gupte quotes

I don't think the health insurance exchanges will become a mainstream channel of purchase for the individual market in this country. The exchanges will likely continue to remain a niche offering.feedback

Had reinsurance phased out with a more balanced health-risk pool, it may not have been so problematic for the insurers.feedback

It's really a big problem, and it led to the exit of UnitedHealth from 27 of the 35 states that they are in, and also Humana has exited a handful of states.feedback

We expect these exits place the Obama Administration in a position where they particularly need Aetna and Anthem to play in these markets. We see this as potentially acting as a positive influence on deal close to make it viable for these companies to subsidize these losses as a public service to consumers through the synergies generated by the proposed acquisitions.feedback

I think Anthem and Aetna are being viewed simultaneously by the DOJ and the state regulators.feedback

The latest news has taken a very unhealthy turn and we see it unlikely that Anthem renews its contract with Express Scripts past 2019, and is likely to leave sooner to the extent it can manage the transition for consumers smoothly.feedback

We see this deal as adding meaningfully to the value proposition of OptumRx, which now manages over 1 billion prescriptions.feedback

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