Top 3 Post-EPS Performers in Healthcare

TL;DR

WellCare aims to double sales and boost margin, Edwards Lifesciences capitalizes on lucrative transcatheter heart valve market, IMS Health provides vital health industry information.

Transcript

Kristine Harjes: Let's hear your 30-second elevator pitch for WellCare. Todd Campbell: Okay. WellCare gets most of their money from running Medicaid programs, primarily in the South, so, Florida and Georgia are its two biggest markets. Those are non-expansion states, so they don't benefit from the enrollment pop that some of their competitors may. ... Read More

Key Insights

• 🚱 WellCare focuses on Medicaid programs in non-expansion states like Florida and Georgia.
• 🥰 Edwards Lifesciences dominates the transcatheter heart valve market with plans for expansion.
• 💁 IMS Health Holdings provides valuable information to the healthcare industry to drive market growth.
• 🛄 WellCare aims to double sales and increase margins in the next five years.
• 😷 Edwards Lifesciences benefits from the suspension of the U.S. Medical Device tax and strong product market share.
• 💱 IMS Health experiences sales growth despite currency headwinds, catering to increasing drug approvals and market demand.
• ❓ Investors should consider Edwards Lifesciences for growth potential, followed by WellCare and IMS Health.

Questions & Answers

Q: How does WellCare plan to double sales and increase margins?

WellCare aims to achieve this through strategic mergers and acquisitions, improving star ratings, and expanding its Medicare business while focusing on non-expansion states.

Q: What sets Edwards Lifesciences apart in the medical device market?

Edwards specializes in transcatheter heart valves for high-risk patients, with plans to target moderate-risk patients, strong balance sheet with growth potential, and benefiting from the suspension of the U.S. Medical Device tax.

Q: What is IMS Health Holdings' role in the healthcare industry?

IMS Health provides crucial information to drug makers and healthcare companies to analyze market trends, grow market share, and educate doctors about their products, leveraging the growth in drug approvals and demand.

Q: Which healthcare stock is the top pick according to the analysis?

Edwards Lifesciences is the preferred choice due to its growth prospects, strong market position, and financial performance.

Summary & Key Takeaways

• WellCare focuses on Medicaid programs, targeting growth in non-expansion states like Florida and Georgia.

• Edwards Lifesciences dominates the transcatheter heart valve market, with plans for expansion and solid financials.

• IMS Health Holdings provides essential information to the healthcare industry, benefiting from growing drug approvals and market demand.