I think it will be bearish for health care industry, but overall it will be bullish.
medical expenses for most american who didn't have health insurance (due to ridiculous terms like 'pre-condition') have been the major issue, and this is something that will make people to be positive.
and soon, health insurance companies will be dropping the premiums to the level where government wants to see.
no more fat margin goes into health insurance companies.
our insurance policy has been messed up for decades.