Obamacare got some mixed news today, with two different three-judge panels handing down opposite rulings relating to whether people can receive Obamacare subsidies on federally run exchanges. If this part of the law is overturned, it could have big consequences for the law's overall success. But what about major insurers like UnitedHealth Group (UNH 1.46%)Aetna, and WellPoint (ELV 0.52%)?

Watch below for a quick take on the implications from health care analysts Michael Douglass and David Williamson, with more to come soon.