Analysts: UnitedHealth to Benefit from Obamacare and 3 More Research Notes to Look At

UnitedHealth Group Inc. (NYSE:UNH): Wedbush believes that United Health could benefit from the Affordable Care Act, since the decision to enable consumers to retain their health insurance plans through 2014 will enable insurers to retain profitable offerings; the firm notes that under the previous regulations, some people whose plans were discontinued could have chosen a plan on an exchange with uncertain margins or moved to a different insurer. For companies that are not offering many products on the exchanges, the regulation change could be a net positive, according to Wedbush, which identifies UnitedHealth as one such company.


BioMarin Pharmaceutical Inc. (NASDAQ:BMRN): Deutsche Bank says the briefing documents released Friday morning from the Food and Drug Administration relating to BioMarin’s Vimzim suggest full approval of the drug; Deutsche said it “strongly” believes the drug will be approved for all patients and keeps a Buy rating on BioMarin with a $75 price target.


Apollo Global Inc. (NASDAQ:APOL): Sterne Agee see weakness in Apollo Global as a buying opportunity and expects the stock to return about 35 percent over the next 12 months, driven by substantial realization activity, value creation from its Athene relationship, and strong growth tailwinds; the firm keeps a $38 price target and Buy rating on Apollo Global stock.


Abbott Laboratories (NYSE:ABT): Goldman expects that Abbott Laboratories’s pediatric nutritionals business will likely benefit from the easing of China’s one-child policy.


Don’t Miss: Obama’s Obamacare Fix Receives Second Opinion from Lawmakers.