A proposal to move California Medicaid recipients into managed care programs could present an opportunity for public managed care companies such as Health Net (HNT +0.3%), Molina Healthcare (MOH +0.2%) and WellPoint (WLP +0.3%), Barclays analyst Joshua Raskin writes, seeing $32B of incremental managed care revenues by 2015, vs. $14B previously estimated.
A proposal to move California Medicaid recipients into managed care programs could present an...
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