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    Christian Malachy Porter • Bank of America

    Christian Malachy Porter's questions to DaVita Inc (DVA) leadership

    Christian Malachy Porter's questions to DaVita Inc (DVA) leadership • Q1 2025

    Question

    Christian Malachy Porter from Bank of America asked for specifics on the revenue and EBITDA impact from the cyberattack and the financial effect of including phosphate binders in the Medicare bundle.

    Answer

    CFO Joel Ackerman clarified that the cyberattack occurred in April (Q2), so there was no Q1 impact, and the net Q2 impact is already factored into the full-year guidance. For phosphate binders, he stated they added approximately $10 to revenue per treatment and about $8 to cost per treatment in the quarter.

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    Christian Malachy Porter's questions to Select Medical Holdings Corp (SEM) leadership

    Christian Malachy Porter's questions to Select Medical Holdings Corp (SEM) leadership • Q3 2024

    Question

    Christian Porter, on behalf of Joanna Gajuk at Bank of America, asked about the drivers behind the strong outpatient rehab margins, inquiring about efforts to improve efficiency, trends in contract labor costs, and the outlook for volume, staffing, and pricing.

    Answer

    Executive Martin Jackson attributed the strong outpatient rehab margin performance to a sequential decline in agency staffing costs. Looking forward, he reiterated that the company is focused on technology enhancements to its internal systems, which are expected to significantly boost clinical efficiency and support future margin improvement.

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