Investing.com -- Certain healthcare stocks, especially managed care organizations , are rallying following Trump’s victory in the U.S. presidential election.
“We see the Trump victory as positive for MA names and MCOs broadly, with an improved outlook on regulatory and executive actions,” Bernstein analysts wrote. They explain that the potential for stable or enhanced MA rates under the Trump administration makes these stocks attractive, particularly as the president’s health policy agenda may not prioritize disruptive reforms in 2024.), however, the impact is mixed and dependent on the composition of Congress.
Beyond MCOs, drug pricing reforms could continue, but Bernstein suggests they may rely more on “tariffs, penalties, and other structures” rather than sweeping changes.
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