Ryan Zimmerman's questions to OrthoPediatrics Corp (KIDS) leadership • Q4 2024
Question
In a follow-up, Ryan Zimmerman of BTIG asked a high-level question about the potential business impact from recent discussions around changes to Medicaid coverage for children in the U.S.
Answer
Executive David Bailey responded that while the company is monitoring the situation, they do not anticipate a major impact on the business. He reasoned that it seems unlikely children with serious conditions would be denied care, many of their hospital customers are shielded by endowments, and their products demonstrably improve the total cost of care, which should ensure their continued availability to surgeons and patients.