Leerink raises CVS Health's PT on steady growth, strong pharmacy and insurance outlook
Brokerage Leerink Partners raises price target of healthcare conglomerate CVS Health CVS.N to $86 from $83
New PT implies a 29% upside to the stock's last close
Brokerage says that the Health Care Benefits business is the main source of earnings growth and that CVS is well-positioned here, especially in Medicare Advantage
Brokerage believes that some risks remain in Medicaid and ACA/Obamacare plans, but overall, CVS has less exposure to these problem areas compared to peers
CVS Caremark, its pharmacy benefits management unit is expected to perform well, driven by specialty drugs and higher usage - Leerink
Leerink says prescription sales in the retail pharmacy segment is strong and CVS is gaining share, though sales of other products are still weak because consumers are spending less
As of last close CVS stock up 48.5% YTD
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