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    Christian Malachy Porter

    Smid Biotech Equity Research Analyst at Bank of America

    Christian Malachy Porter is a Smid Biotech Equity Research Analyst at Bank of America, specializing in research coverage of small- and mid-cap biotechnology companies. He has demonstrated strong analytic skills through his published research and active engagement in earnings calls, including coverage of firms such as Encompass Health Corp. Porter began his career after graduating from Harvard College, with academic interests in economics, and advanced his professional training through the Harvard Business School 2+2 program before joining Bank of America Merrill Lynch in 2023. He holds relevant professional credentials, including FINRA registration and securities licenses, reflecting his commitment to compliance and industry standards.

    Christian Malachy Porter's questions to DAVITA (DVA) leadership

    Christian Malachy Porter's questions to DAVITA (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 CHEMED (CHE) leadership

    Christian Malachy Porter's questions to CHEMED (CHE) leadership • Q4 2024

    Question

    Christian Porter from Bank of America asked about the reasons for the projected decline in VITAS's 2025 EBITDA margin despite strong revenue growth, whether the Medicare Cap would be a persistent headwind, and the basis for confidence in Roto-Rooter's 2025 revenue guidance and seasonality.

    Answer

    VITAS CEO Nicholas Westfall explained the margin moderation is a deliberate strategy to manage Medicare Cap exposure by focusing on shorter-stay hospital admissions, which ensures long-term sustainability. He and CEO Kevin McNamara clarified that managing the cap is a normal course of business, not a new headwind. For Roto-Rooter, Kevin McNamara cited strong performance in late Q4 and early Q1 2025 as the basis for confidence, noting that 2025 will benefit from easier year-over-year comparisons after a weak 2024.

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    Christian Malachy Porter's questions to SELECT MEDICAL HOLDINGS (SEM) leadership

    Christian Malachy Porter's questions to SELECT MEDICAL HOLDINGS (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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    Christian Malachy Porter's questions to Encompass Health (EHC) leadership

    Christian Malachy Porter's questions to Encompass Health (EHC) leadership • Q3 2024

    Question

    Christian Porter, on behalf of Joanna Gajuk, inquired about the primary drivers of the strong same-store volume growth and the specific contribution from new bed additions.

    Answer

    Mark Tarr, President and CEO, attributed the growth to broad-based demand across all geographies and key clinical categories like stroke and neurology, leading to market share gains. Douglas Coltharp, CFO, added that the 115 same-store bed additions year-to-date and the continued ramp-up of de novo hospitals from 2023 provided a significant tailwind to same-store performance.

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