Market Currents

• Tuesday, December 22, 2009

• 10:23 AM Winners in the Senate healthcare reform:
  - Drug and device makers (PFE, MRK, BSX, MDT)
  - Hospitals (UHS, THC)
  - Biologics (AMGN)
  - Cosmetics (JNJ, AGN)
  - Home healthcare providers (AMED, ADUS, GTIV)
  Losers:
  - Health insurers (WLP, UNH, AET)
  - Generic drugmakers
  - Pharmacy benefit managers (MHS, CVS, ESRX)
  - Nursing homes (SKH, KND) 2 Comments

• Friday, September 4, 2009

• 09:00 AM Premarket gainers: LTXC +25%. FNM +5%. AMED +5%. NVLS +4%. FRE +4%. CPSL +4%.
  Losers: ARRY -27%. ELN -5%. ANF -4%. Comment!

• Thursday, September 3, 2009

• 13:47 PM Home nursing/hospice provider Amedisys' (AMED) shares recover a bit, but are down 25.7% after the resignations of its chief operating officer and chief information officer - though Stifel Nicolaus analysts "anticipate a seamless transition" and recommend holding stock. Comment!

• Tuesday, October 28, 2008

• 06:09 AM Amedisys (AMED): Q3 EPS of $0.89 beats by $0.07. Revenue of $322M (+77.7%) vs. $312M. [PR] Comment!
• 00:05 AM Notable earnings before Tuesday's open: AMED, ASH, BP, BYD, CHKP, CVG, EL, ELNK, ETR, FMER, HMA, IPG, KSU, MAS, MHP, OXY, RCL, SAP, SCHN, SEPR, SII, TIN, UA, USG, VLO, VSH, WDR, WHR, X Comment!

• Tuesday, August 12, 2008

• 14:15 PM After grilling ex-employees, Citron Research concludes Amedisys's (AMED -12.5%) 'secret sauce' software - which supposedly gives it an edge on competitors - is not the source of its startlingly good margins. Shares plunge. Comment!

• Thursday, July 17, 2008

• 08:29 AM Amedisys (AMED): Raises full-year EPS view to $3.00-3.10 from $2.70-2.80; consensus is for $2.75. [PR] Comment!