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Christian Borgmeyer

Research Analyst at TD Cowen

Christian Borgmeyer is an Associate and Equity Research Analyst at TD Cowen (TD Securities (USA) LLC), specializing in healthcare with a focus on health care facilities, managed care, emerging payors/providers, Medicare Advantage dual special needs plans (D-SNPs), and Medicaid Managed Care Organizations (MCOs). He contributes to in-depth research on companies such as Molina Healthcare (MOH) and Enhabit (EHAB), participating in earnings calls and co-authoring reports like analyses of duals integration rules and U.S. healthcare entitlements outlook, though specific performance metrics like success rates or TipRanks rankings are not publicly detailed. Borgmeyer, a CFA charterholder, is FINRA-registered as a broker at TD Securities (USA) LLC, with his career timeline and prior firms not specified in available sources.

Christian Borgmeyer's questions to Elevance Health (ELV) leadership

Question · Q4 2025

Christian Borgmeyer asked about the individual ACA membership at the beginning of the year after the annual enrollment period, and if there were any notable changes in utilization patterns from this line of business in January.

Answer

Mark Kaye, CFO, Elevance Health, guided to at least 900,000 ACA members at year-end 2026, driven by the expiration of enhanced premium tax credits and intentional exits. Membership was up approximately 10% coming out of open enrollment, helped by modest growth in new markets. The key swing factor for final membership numbers will be effectuation rates and lapse behavior, which typically become clearer by early April.

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