John Stansell's questions to Centene Corp (CNC) leadership • Q4 2024
Question
John Stansell asked for more color on the drivers of the better-than-expected enrollment growth in the PDP business and the long-term outlook for the CMS demonstration component's contribution.
Answer
CFO Andrew Asher attributed the strong PDP growth to effective product positioning, which stems from an excellent underlying cost structure that allows Centene to offer significant value. Regarding the CMS demo, he expressed confidence that their efficient cost structure would enable them to sustain the business regardless of future modifications to the premium support level.