What healthcare investors should watch during the Democratic debates

What healthcare investors should watch during the Democratic debates



michaei for her progressive positions for something like Medicare for all similar to Bernie Sanders so if you were to see a medicare-for-all supporting candidate start to really take the lead in the Democrat primary or win in Iowa it would be a rocky road for some of the managed care names as well as hospitals so I need you to clear something up for me Chris when you say Medicare for all I mean the Sanders Warren plans you're talking about eliminating private health insurers and everybody else it seems like it's kind of on board with Medicare for all but they have plans to keep the private insurer just clear it up for us what it means for these big companies well what's fascinating is Medicare for all seems to have seems to be viewed as in the eye of the beholder so everybody has a different view of what they think it means so what I've seen is what did Bernie Sanders actually put in writing for Medicare for all and Elizabeth Warren co-sponsor and that means that basically Medicare is offered for everyone private insurance is completely banned can't have any unless there's something that Medicare doesn't cover like elective cosmetic surgery so United Healthcare no longer largely speaking exist Cigna no longer exists you mana no longer exists all these big players market caps basically go to nothing if this were to pass which is exactly why I don't believe it's gonna happen anytime soon at least not in the next three to five years even if a Bernie Sanders or an Elizabeth Warren were to win because remember you have 24 Democratic senators that are in office right now that have said they do not support eliminating private insurance in the health care system as we speak but but Chris even if we do get the most progressive of possible health care plans enacted by the next Democratic president were they to win are their stocks that benefit I mean you just listed the ones that would suffer perhaps even to zero but are there any that would in fact benefit so I think that we did a sub-sector analysis across the entire healthcare sector and the only folks that even maybe could benefit would be the home health providers and that's because they tend to get reimbursed a little better from Medicare compared to Medicare Advantage or from private insurance so the home health kind of space is one area you would be but like I said what we've seen in health care so far this year is that managed care names were going up 12% that medicare-for-all became a topic and they ended up dropping basically 20 and they've clawed their way back to be kind of flat here today we think they're gonna continue to accelerate as the year goes forward as investors become increasingly comfortable with the fact that Medicare for all just doesn't have a political path forward in the next three years you

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2 thoughts on “What healthcare investors should watch during the Democratic debates

  1. Oh that's just a stupid assumption. The default Medicare parts A+B+D is not what most rational people would buy. Most people would buy a Medicare 'Advantage' plan from one of the private insurers. So 'Medicare For All' does not automatically mean putting the private insurance companies out of business. Not at all. There would still be a big business place for the private insurers.

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