According to Wall Street estimates, Cigna’s 1Q15 EPS will be $1.83—an increase of 19.6% from the 1Q14 projection. Cigna’s actual results have consistently beat analyst expectations.
Two factors expected to impact Johnson & Johnson’s forward valuation are increasing competition for Olysio and further decline in international revenues.
Johnson & Johnson (JNJ) has a huge cash reserve amounting to ~$15 billion in 4Q14. The company might use the cash for merger and acquisition (or M&A).
Johnson & Johnson’s (JNJ) pharmaceutical segment reported revenue growth of 3.0% in 1Q15 due to strong growth in cardiovascular-metabolism, oncology, and immunology.
Johnson & Johnson’s reported revenues declined by 4.1% in 1Q15 from 1Q14. This is due to a negative currency impact of 7.2% compared to 4.5% in 4Q14.
Johnson & Johnson (JNJ) posted its 1Q15 earnings on April 14. It beat Wall Street EPS estimates of $1.53 marginally, posting $1.56 EPS.
HCA Holdings stock rose on positive developments that prompted a major healthcare ETF, the Health Care Select Sector SPDR Fund (XLV), to add it to its portfolio.
The company’s larger strategy is to set up facilities in high-income markets and areas with a greater proportion of privately insured people. This should reduce HCA’s bad debt.
HCA Holdings (HCA) operating expenses are expected to rise in 2015 as the hospital operator continues to employ more physicians. Salary per admission at the company is currently $5,600.
Same-facility inpatient admissions rose by 5.1% in 1Q15 on a year-over-year basis. Same-facility equivalent admissions, a measure of total inpatient and outpatient admissions, grew by 6.8%.
HCA Holdings is the largest for-profit hospital operator in the world. The company has a network of 165 hospitals and 115 freestanding surgery centers in 20 states across the US and in England.
Teva Pharmaceuticals (TEVA) will announce its 1Q15 earnings on April 30, 2015. Shares rose primarily in anticipation of a major merger.
Teva plans to reduce the cost per tablet unit from $15 to $10. It’s shifting manufacturing operations to low-cost areas to improve product profitability.
On March 30, 2015, Teva Pharmaceutical Industries (TEVA) announced its agreement to acquire Auspex Pharmaceuticals (ASPX) for $3.2 billion in enterprise value, a 42.4% premium to the company’s closing share price…
Teva expects a significant negative impact on revenues as a result of foreign exchange fluctuations in 2015, mainly in the euro.
According to Wall Street estimates, Teva earnings per share will be $1.25 for the first quarter of 2015, a rise of ~3% over the same quarter in 2014.
Humana’s revenue is estimated to be $13.5 billion, and its EBITDA margin should be about 6.6%. Its net income is expected to be around $384.5 million.
In 1Q15, Humana realigned its Healthcare Services segment by divesting non-core assets and focusing on primary care health providers.
The ACO deals should result in improved quality of service for Humana’s MA enrollments while reducing costs. This should lead to higher 1Q15 EBITDA margins.
The total Medicare Advantage beneficiaries in the US rose by 1.3 million, from 16.1 million in 1Q14 to 17.4 million in 1Q15.