Healthcare Sector Investment Summary

Analysts at Jefferies are suggesting ‘Buys’ in healthcare service equities such as Express Scripts ESRX, Medco Health Solutions MHS, Amedisys AMED, Skilled Healthcare Group SKH and Mednax MD in face of high market volatility. Companies with significant presence in the Gulf coast are expected to be affected by the ‘above normal’ hurricane season. The Center for Medicare & Medicaid Services (CMS) is expected to come up with new rules for the dialysis bundling rule. Also, the US Senate will decide on Medicare Physician fees soon. The volatility in markets due to the Euro crisis and US unemployment figures is expected to continue.