The analysts were positive on the future of the Affordable Care Act exchanges, despite the recent elimination of the individual mandate penalty. Though final open-enrollment figures aren't yet available for both federal and state-based exchanges, Rice said he expects individual ACA enrollment to be flat this year. Most who signed up are highly subsidized or have chronic conditions and know they need insurance, so it's likely the exchange have reached an equilibrium, he said.
"I think the pool itself is actually starting to stabilize," Morgan said. "This worry about the death spiral is probably a little bit exaggerated."
Analysts also touched on the changes that consumerism will bring to the healthcare industry. Demands for more transparency in healthcare cost and quality will be good for some providers and bad for others, Raskin said.
"If individuals are going to be armed with the actual data around cost and quality, you're going to see market share shifts," Raskin said.