Corporate Research Group’s Weblog

UnitedHealth Group will release its second-quarter earnings tomorrow, marking the start of 2Q09 earnings season for the managed care industry.  The problem is that with healthcare reform looming, investors aren’t likely to be paying much attention.  Notes Matt Perry of Wachovia:

Fundamentals are less important in 2Q09 than at any other time in recent memory. Health care reform is, and will continue to be, the dominant issue. Based on that view, we think it would take material EPS beats or misses to change valuations in meaningful ways.

This entry was posted on Monday, July 20th, 2009 at 12:21 pm and is filed under Managed Care. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.