David Shove
David Shove
brand focus higher lead patient physician rebuilding relationships restoring
Tenet can now focus on rebuilding its strained physician relationships and restoring its brand name, which should lead to higher patient volumes.
confused hard trends
It's hard not to be confused about trends at the company.
bothering cost pricing trends
It is those trends that are bothering people. The (premium) pricing trends and (medical) cost trends have spooked investors.
places saying seriously
I think he's saying to ING ... that we have other places that we can go -- not that they have seriously responded to other inquiries.
continues earnings franchise national race win
Aetna's fourth-quarter earnings demonstrate that this rejuvenated national franchise continues to win the enrollment race.
bullish companies consumers doctors earnings extremely gives happened health leads level options places products raise rising straight strong terms transition
We're pretty bullish on the sector. I mean, what's happened at a macro level is that consumers have said that straight traditional HMO products are not their products of choice. They really want a product that gives them more options in terms of doctors and places to go for their health care. The traditional HMOs then have to evolve. This leads to some rising costs; in turn, the companies raise premiums to keep up with that. Most of the companies have made this transition and are experiencing extremely strong earnings this year.
actions agreements assume believe care class companies current dismissed face hurdles lawsuits legal physicians point prevail require
We should point out that significant legal hurdles face the plaintiffs before they could prevail in these cases. Many of the agreements between the managed care companies and the physicians require arbitration and this could defuse the class actions ... However, we believe current HMO valuations assume these lawsuits will be dismissed out of hand. This is unlikely.