After healthcare ruling, Centene is cast as takeover target

The New York Times, July 23, 2012

Since the Supreme Court upheld President Obama's transformative healthcare law last month, Wall Street has been wondering whether the decision would set off a fresh round of consolidation in the industry. One analyst says the Centene Corporation, a health care services company focused on Medicaid, could be a takeover target. Some analysts are betting the Supreme Court ruling will spur deal-making, in part because healthcare companies may anticipate a surge in Medicaid enrollment and try to cash in by acquiring niche companies that specialize in that area.


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