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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