2025-05-15-Jefferies-明天（5月16日）与美国医院协会（AHA）就潜在医疗政策变化的关键意见领袖更新电话会议_7页_89kb

Event Summary

• An upcoming expert call is scheduled for Friday, May 16, 2025, at 12PM ET, with Shannon Wu, Director of Payment Policy at the American Hospital Association (AHA). The focus will be on recent healthcare policy changes, including discussions on FMAP, per capita caps, work requirements, and other topics impacting healthcare providers.
• Relevant Tickers: HCA, CYH, THC, SGRY, CNC, MOH, HUM, CI, UNH, OSCR.

Valuation and Analyst Coverage

• Equity ratings include Buy, Hold, Underperform, NR (No Rating), and CS (Coverage Suspended).
• Company Ratings:
  • HUM (Humana Inc.): HOLD
  • UNH (UnitedHealth): BUY
  • SGRY (Surgery Partners): BUY
  • Others: Various with BUY, HOLD, UNDERPERFORM statuses.
• Analysts: Brian Tanquilut, David Windley, Jack Slevin, Steven Couche, Meghan Holtz, Nathan Malewicki.

Relevant Details

• Healthcare policy discussions include payment policy, rural hospital issues, and Medicare inpatient payments.
• Valuation is based on methods such as DCF, EBITDA, P/E ratios, and other financial metrics.
• Jefferies ensures compliance through conflicts-of-interest disclosures.

Summary provided based on equity research report content.