I think there are still pockets of value out there but broadly sp... by Jeff Jonas

I think there are still pockets of value out there but broadly speaking the sector is expensive.

Jeff Jonas

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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.

There is concern around all three of the businesses. by Jeff Jonas

There is concern around all three of the businesses.

Even after today's drop, I don't think people are totally ruling out Aetna Inc and Humana Inc -LRB- HUM.N -RRB-.

I think the loss of Anthem is priced in, what’s a little uncertain still is do other contracts leave as well ?

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.

mergers-acquisitions

But he's certainly kept that option open now. by Jeff Jonas

But he's certainly kept that option open now.

mergers-acquisitions

All these things are still several years away, especially from th... by Jeff Jonas

All these things are still several years away, especially from the U.S. market.

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.

( 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.