Hospital Stocks Up On Better Than Expected Medicare Rates
August 03 2009 - 1:26PM
Dow Jones News
Hospital shares rose Monday after the U.S. government announced
rate increases for inpatient care rather than the cuts that
regulators had initially proposed.
The news clearly relieved investors and the industry, while
analysts cautioned that hospitals continue to face pressures from
growing numbers of uninsured patients and risks of future rate
cuts.
Acute-care hospitals, on average, will receive a 1.6% increase
in payment rates rather than the initially proposed 0.5% decrease,
effective Oct. 1, the U.S. Centers of Medicare & Medicaid
Services, or CMS, announced late Friday.
Actual rate increases for fiscal 2010 will vary based on region
and nature of the facility. Under the earlier proposal, some
hospitals were bracing for reimbursements to be lowered by 4% to
5%.
The better than expected reimbursement outlook reflects CMS'
decision to postpone a rate reduction to adjust for higher payments
stemming from hospital coding changes. The agency also dropped
plans to cut certain payments to teaching hospitals.
Shares of Community Health Systems Inc. (CYH), the largest
publicly traded hospital chain, recently rose $2.88, or 10.2%, to
$31.20, while Health Management Associates Inc. (HMA) climbed 60
cents, or 10%, to $6.63. Tenet Healthcare Corp. (THC) stock was up
25 cents, or 6.3%, at $4.20; Universal Health Services Inc. (UHS)
rose $2.48, or $4.5%, to $58.15 and LifePoint Hospitals Inc. (LPNT)
rose 76 cents, or 2.8%, to $28.42.
"Enjoy it while it lasts because this is not the last word on
hospital reimbursements, but it is the best word we have gotten in
a while," said CRT Capital Group analyst Sheryl Skolnick.
CMS is delaying the "coding creep" adjustments until it has more
data, and could implement them later if it believes the move is
warranted, she noted. It will take the government a long time to
pull that information together, she said.
In the meantime, said Skolnick, Congress could decide on a
measure that reduces hospital reimbursements below this level, "but
at least you're starting from a higher base."
Wells Fargo analyst Gary Lieberman said that while the rates are
better than expected, "we continue to believe that growing
uninsured volumes and a decreased probability of health-care reform
could pressure on hospital stocks" in the second half of this
year.
Many industry insiders and observers expect hospitals to benefit
from a health-care overhaul that would extend coverage to most of
the more than 45 million uninsured Americans.
The Standard & Poor's 500 health-care facilities subindex,
which is down 27.6% year over year, is up more than 264% year to
date, reflecting improving fundamentals at some companies and the
potential benefits to hospitals from an expansion to insurance
coverage to more patients.
-By Dinah Wisenberg Brin, Dow Jones Newswires; 215-656-8285;
dinah.brin@dowjones.com