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how do we think about state's ability to actually fund the necessary improvements that the industry seems like it needs just given where state budgets are
I noticed the free cash flow guide did not change. I think this was a similar dynamic last year. Just wanted to confirm that's normal course
this administration is really focused on fraud, waste and abuse. It seems to me dialysis might be a little better insulated versus other types of providers
if the kind of flat advanced notice hold for 2027 and the final notice, I guess, is there any maybe just directional change in what we could assume for outlook in terms of growth for '27?
did you say that there was an actual change in the vaccination rates this fourth quarter versus other fourth quarters?
where are we at in the life cycle of those or seeing at least some outsize benefit from those
Can you give us what the commercial treatment mix was in the quarter or at least a proportion from -- or the change from second quarter?
Any specifics on what's sort of driving that performance?
is a lot of that sort of the outperformance in the phosphate binder area or some of it from the stronger new set of admits that you called out?
anything changed in terms of potentially hitting breakeven in that business by 2026?
did you touch on sort of seasonality, maybe at the consolidated level in IKC? Like, anything
I'd be interested if you could help us frame sort of how you arrived at that $935 million figure
did I hear you say that your state partners are explicitly contemplating pulling back on benefits or other ways to give you some relief just besides paying better rates
I think you said Medicaid cost trend decelerated into the second quarter slightly, but underlying utilization increased
can you just give us a sense on how much of the specific impact that was on the first quarter MLR and if those respiratory trends were different between your service lines
I know you stepped back from the Blue Cross of Louisiana acquisition a little while ago, but I believe there's still a potential to revisit that deal
should we expect any loss procedures in January to come back through the year
can you give us a sense on your M and A opportunities, if that pipeline is bigger, smaller, size of the assets?
We've heard a lot of news on the pickup of hospital usage in AI, particularly in revenue cycle. Can you give us a sense on how your initiatives there are progressing
Can you give us an update on the commercial contracting percentages over the next couple of years
I'm wondering just how the surgical schedules and block time utilization kind of looking and progressing
Same-store inpatient surgical growth looked pretty strong in the quarter. Can you maybe just give us a sense on the types of procedures that was driving that?
On the higher level of bounce-back membership recapture, is there a way to generally think about how long those members have been away from Humana?
what drove the decision to not crosswalk the group MA members from H5216?
You talked about margin pressure on group MA. Maybe just a little bit more detail there and specifically driving that?
are you seeing accelerating levels of denials but navigating more effectively? Any color by payer class?
how should we think about that 3.5% to 4% growth in some of those more difficult categories of the growth rate and how that translates into the 2% to 3% outlook
have you sort of contemplated any additional areas you could increase capital spending or sort of absent M&A and again, additional spending, are you just kind of comfortable letting those ratios de...
can you just more broadly give us an update how Nevada and the Las Vegas markets are doing in terms of volume trends, payer mix
if we should maybe just expect this to continue to come down through the back half of the year?
Can you tell us how physician fee expense growth ended up in the first quarter, both from a year-over-year perspective and versus your internal expectations?
can you parse out the impact from the higher flu and respiratory season we saw in the first quarter?
is there a potential that the repos 2025 are maybe more front loaded than maybe they have been in the sort of last couple of years
The SWB for performance and behavioral was the strongest, I think, in actually quite some time. Can you maybe just update us on the labor trends on BH?