Express Scripts' Obamacare Data: What You Need to Know

Interesting news from Express Scripts' newly available data.

Michael Douglass
Michael Douglass and Dave Williamson
Apr 13, 2014 at 7:00PM
Health Care

Investors interested in Obamacare certainly got a lot of news this past week. The Obama administration announced that Obamacare has enrolled 7.5 million Americans -- a milestone well above analyst and investor expectations just a couple weeks ago -- and also that HHS Secretary Kathleen Sebelius is resigning her position. President Obama has named Office of Management and Budget (OMB) director Kathleen Burwell to replace Sebelius.

Investors got even bigger news when Express Scripts (NASDAQ:ESRX) released data on pharmacy trends for Obamacare insurance plans purchased on the public exchanges through February. These data showed increased use of specialty medication by people who purchased plans on the public exchanges, although -- due to increased cost sharing -- insurance plans paid less per member for medications in those plans than for regular commercial plans.

In this video, from Friday's Market Checkup, Motley Fool health care analysts David Williamson and Michael Douglass digest the newest Obamacare news and give you the investing takeaways.