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MedAssets: Beneficiary Of Healthcare Reform With Healthy Upside Potential

It's been well documented that healthcare reform presents considerable headwinds to the country's system of healthcare providers. The Patient Protection and Affordable Care Act of 2010 introduced more complex payment models and reduces reimbursement for many services, and with over 32 million newly-insured patients entering the system over the next handful of years there will be significant pressure put on healthcare providers' already strained operating structures. To succeed (and in some cases survive) institutions will need to refocus on strategies to improve financial performance and operational efficiencies to cope with the difficult macro environment.

In this article, I will describe how small-cap healthcare IT company MedAssets (NASDAQ:MDAS) is benefiting from the headwinds being faced by the broader healthcare...

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