Sign in

    Matthew Borsch

    Research Analyst at BMO Capital Markets

    Matthew Borsch was a Managing Director and Senior Research Analyst at BMO Capital Markets, specializing in healthcare services with a particular focus on managed care and provider-side sectors. He covered major companies such as Amedisys and achieved a 75.56% success rate with an average return of 23.59% on his stock calls. Borsch brought more than 20 years of experience, including over five years at BMO Capital Markets and sixteen years at Goldman Sachs, and he was recognized by platforms like Starmine, Greenwich Survey, and Institutional Investor as a leading industry analyst. He was a Johns Hopkins University graduate and additionally held significant experience in healthcare industry operations prior to his analyst career.

    Matthew Borsch's questions to AMEDISYS (AMED) leadership

    Matthew Borsch's questions to AMEDISYS (AMED) leadership • Q1 2022

    Question

    Matthew Borsch of BMO Capital Markets asked if Amedisys has observed a noticeable increase in patient volume from the aging baby boomer demographic. He also inquired if the company tracks data on the growing patient preference for care in the home.

    Answer

    CEO Chris Gerard noted that while the average patient age remains stable at 78, the oldest baby boomers are now entering this key demographic, representing a significant future tailwind. While not tracking specific preference data, he pointed to the over 90% acceptance rate for Contessa's hospital-at-home programs as powerful anecdotal evidence of the strong desire for home-based care.

    Ask Fintool Equity Research AI