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    Joaquin Arriagada Martinez

    Research Analyst at Bank of America

    Joaquin Arriagada Martinez is an Equity Research Analyst at Bank of America specializing in healthcare sector research, with active coverage of major companies including Select Medical and Centene. He is known for his detailed analysis on regulatory developments and industry trends, providing insights that have been highlighted during earnings calls of prominent healthcare firms. Joaquin advanced to his current role at Bank of America after developing expertise in equity research and has gained recognition for his incisive questioning and understanding of health sector fundamentals. He holds key professional credentials required for securities analysis, reflecting his commitment to research excellence and regulatory compliance.

    Joaquin Arriagada Martinez's questions to SELECT MEDICAL HOLDINGS (SEM) leadership

    Joaquin Arriagada Martinez's questions to SELECT MEDICAL HOLDINGS (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.

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    Joaquin Arriagada Martinez's questions to CENTENE (CNC) leadership

    Joaquin Arriagada Martinez's questions to CENTENE (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.

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