The Senate’s One Big Beautiful Bill Act changes are “incrementally positive” for hospitals / and Managed Care Organizations, but these stocks appear to reflect expectations for further moderation and that implementation will keep getting pushed out, the analyst tells investors in a research note. Publicly traded companies in the space include CVS Health (CVS), Centene (CNC), Cigna (CI), Elevance Health (ELV), Humana (HUM), Molina Healthcare (MOH) and UnitedHealth (UNH).
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