SPOTLIGHT: Failure of health reform might be bad news for health plans

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At first glance, many observers have assumed that health insurers would do well if the health reform effort collapsed. But in reality, that might not be true, suggest some health policy experts and Wall Street analysts. While health insurance stocks might rise for a while in the wake of a health reform legislation collapse, over the long run the loss of this legislation could cost the plans some 30 million new customers complete with government subsidies covering part of the premium. Hey, maybe health plans need to get up quickly and apply their own unique brand of CPR to the process. Article