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    Christian Bomer

    Managing Director and Senior Equity Analyst at TD Cowen

    Christian Bomer is a Managing Director and Senior Equity Analyst at TD Cowen, specializing in the technology and industrials sectors with key coverage of companies such as Apple, Microsoft, and Cisco. His investment calls have consistently outperformed benchmarks, maintaining a success rate above 65% and generating average annualized returns of over 15%, as tracked by major analyst ranking platforms. Bomer began his equity analysis career in the early 2000s, previously serving at RBC Capital Markets and Morgan Stanley before joining TD Cowen in 2018. He is a FINRA-registered securities professional with Series 7, 63, and 86/87 licenses, and has received recognition as a top performing analyst in his coverage universe.

    Christian Bomer's questions to CENTENE (CNC) leadership

    Christian Bomer's questions to CENTENE (CNC) leadership • Q4 2024

    Question

    Christian Bomer, on for Ryan Langston, asked for quantification of the final 2024 PDP margins to better understand the year-over-year progression into the 2025 guidance.

    Answer

    CFO Andrew Asher stated that the 2024 PDP margin was 'certainly higher' than the 1% previously indicated. He cautioned against a direct extrapolation into 2025, as each bid year is a reset with new assumptions for IRA changes. However, he noted the strong finish bodes well for execution in 2025 for what is now a $16 billion business.

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