I think the more general sector rotation has probably created a high bar for these companies, and I am a little worried that meeting expectations isn't even enough. Jeff Jonas More Quotes by Jeff Jonas More Quotes From Jeff Jonas This is an attractive product for them that fits more or less with their current portfolio, it's an approved product with a good safety profile, so there's not a lot of risk. Jeff Jonas business There is concern around all three of the businesses. Jeff Jonas business I think there are still pockets of value out there but broadly speaking the sector is expensive. Jeff Jonas company-news Even after today's drop, I don't think people are totally ruling out Aetna Inc and Humana Inc -LRB- HUM.N -RRB-. Jeff Jonas business I think the loss of Anthem is priced in, what’s a little uncertain still is do other contracts leave as well ? Jeff Jonas company-news I think he'd sell off the medical devices, then you'd have nutritionals, generic drugs and diagnostics, which may or may not go with medical devices. Jeff Jonas mergers-acquisitions But he's certainly kept that option open now. Jeff Jonas mergers-acquisitions All these things are still several years away, especially from the U.S. market. Jeff Jonas company-news ( Stock) selling hasn't really stopped since Hillary Clinton made Hillary Clinton comments last week, the Democratic committee members would certainly continue that trend that Hillary Clinton started. Jeff Jonas health-news
