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 More Quotes by Jeff Jonas More Quotes From Jeff Jonas 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 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 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