Sign in

    Joaquin Arriagada Martinez • Bank of America

    Joaquin Arriagada Martinez's questions to Select Medical Holdings Corp (SEM) leadership

    Joaquin Arriagada Martinez's questions to Select Medical Holdings Corp (SEM) leadership • Q2 2025

    Question

    Speaking on behalf of Joanna Gajuk, Joaquin Arriagada Martinez from Bank of America asked about the progress of any congressional efforts to reverse the 20% transmittal rule. He also questioned if the less severe increase in the final LTAC outlier threshold would lead to better margins in the critical illness segment in Q4 2025.

    Answer

    Robert Ortenzio, Co-Founder & Executive Chairman, stated there has not been significant traction in Congress to reverse the 20% transmittal rule, and engaging with CMS remains the primary path forward. He clarified that while the final outlier threshold is an improvement over the proposed rule, it is still a modest increase from the current level and was not baked into guidance, so it does not automatically imply easier margin management.

    Ask Fintool Equity Research AI

    Joaquin Arriagada Martinez's questions to Centene Corp (CNC) leadership

    Joaquin Arriagada Martinez's questions to Centene Corp (CNC) leadership • Q1 2025

    Question

    Joaquin Arriagada Martinez, on behalf of Joanna Gajuk, asked about any changes to the utilization trend outlook within Medicare Advantage (MA). He also inquired if the company was seeing anything unusual in its Group MA business.

    Answer

    CEO Sarah London and EVP and CFO Andrew Asher both expressed that the Medicare Advantage segment is performing right in line with expectations. Asher noted that the company has been planning for the outsized outpatient trend seen since Q2 2023, leading to consistent and good performance as the business progresses towards its breakeven goal.

    Ask Fintool Equity Research AI