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Daniel Andres Jacome

 
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  • Big Two Medical Diagnostic Labs: Which Is the Best Investment? [View article]
    you fail to mention pricing concerns....

    PS - do you know how profitable the UNH biz was?? U said 7% of sales, what abt % of EBIT or earnings??
    Oct 20, 2010. 12:42 PM | Likes Like |Link to Comment
  • Lone Pine Starts Stake in Lincare [View article]
    interesting buy - stock has gotten crushed after ~30% or more CMS cut to eqpt they sell - could be a value trap unless LNCR finds a way to capitalize on this as smaller operators are unable to deal with cuts and ultimately fold, so LNCR, if it survives, could gain share
    Aug 2, 2010. 10:57 AM | Likes Like |Link to Comment
  • Almost Family Is Undervalued and Financially Sound [View article]
    lot of scrutiny on these stocks given that rival AMED is usually cited by shorts as bilking medicare
    May 20, 2010. 09:25 AM | Likes Like |Link to Comment
  • A Value Guy Looks at AmerisourceBergen [View article]
    obvious beneficiairies of the generic upcycle given higher earned spreads
    May 12, 2010. 07:54 AM | Likes Like |Link to Comment
  • Specialty Pharmacies Play Growing Role in Patient Care [View article]
    employers are having issues understanding thier true speciality PMPM cost so upside for these guys in that vein. On the st, lots of investors waiting for clarity on biosimilars bill/waxman moves. Specialty unit costs help off set top line being lowered by generic substitution.
    May 5, 2010. 08:25 AM | Likes Like |Link to Comment
  • Teva and Walgreen: Two Solid Value Companies [View article]
    a lot of pushback from WAG bears is that company lowered its cap ex outlook for the next few years and hence the company doesnt deserve as high a multiple as it used to get. that said, PE multiple drive off mkt share, too, not just growth, so the compresison should be offset as WAG and CVS continue to grab share. independent Rx stores are going by the wayside, as everyone knows. the last 2 years are evidence of this, as many were rolled up and many others folded after getting smoked by AWP rollbacks and/or depressed Medicaid reimbursments
    May 4, 2010. 04:19 PM | Likes Like |Link to Comment
  • Almost Family: Growth at a Reasonable Price [View article]
    shocked this article didnt discuss the basket cuts to home hlth layered into Obamacare
    Apr 29, 2010. 07:54 AM | 1 Like Like |Link to Comment
  • WellPoint Reports Improved Q1 Earnings [View article]
    surprised this article didnt mention anything about CA market comments made on the call
    Apr 29, 2010. 07:51 AM | Likes Like |Link to Comment
  • Reduced Volume Weighs on LabCorp [View article]
    these companies are blaming reform (GILD) and weather (DGX, LH) for soft volumes. Companies should have updated guidance mid qtr or after reform was passed - its pathetic on their behalf and even more sad how buyside is caught off guard by all of this
    Apr 21, 2010. 05:46 PM | Likes Like |Link to Comment
  • Forbes Speculates on Winners From Healthcare Reform Bill [View article]
    HCA was smart to go private before the economy blew up and bad debt shot up, now that that that trend is presumably abating, they are going live at about 1-2x turns a higher EBITDA multiple (they were taken out at about 6x). Smartly, they reduced a lot of debt in the last 18 months and will be more feasible a stock for debt-averse PMs
    Apr 21, 2010. 08:19 AM | Likes Like |Link to Comment
  • Healthcare Reform Brings New Opportunity to Pharmacy Benefit Managers [View article]
    @ Donald Johnson - medicaid and Medicare (at least on a Part D ASO basis; RDS is pretty profitable) are not the "big" markets for PBMs, so not sure what you are driving at. please elaborate
    Apr 20, 2010. 11:14 AM | Likes Like |Link to Comment
  • Healthcare Reform Brings New Opportunity to Pharmacy Benefit Managers [View article]
    the article didnt mention SXCI. looking into that business may help you solve the riddle you pose in the last question of your article....
    Apr 19, 2010. 09:41 AM | Likes Like |Link to Comment
  • Two Healthcare Stocks I Like Best [View article]
    this article is greatly misinformed in that it suggest CVS/Caremark is not under "political scrutiny" and that the PBM business is on "neutral" political ground. Caremark has long been under the regulator's eye and the reform that just passed specifically has stuff in there that puts PBM practices (rebate transparency) under the microscope...
    Apr 19, 2010. 08:41 AM | 1 Like Like |Link to Comment
  • HMOs Try Accounting Acrobatics to Comply With Reforms [View article]
    this information is not new (was discussed on WLPs Q4:09 call),
    Apr 16, 2010. 09:43 AM | Likes Like |Link to Comment
  • Aetna: Imminent Order to Suspend Medicare Advantage Enrollment [View article]
    Doesnt hit AET numbers at all unless the sanction isnt lifted by the Fall...enrollment open period ended 3/31
    Apr 14, 2010. 03:33 PM | Likes Like |Link to Comment
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