replay: ANTM - A BETTER FIREWALL IN A CHANGING INDUSTRYOverviewHealthcare Subscribers: CLICK HERE for video & audio replays. http://app.hedgeye.com/feed_items/75347
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Timestamps:
Overview: 1:50-2:30
Macro Environment: 3:20-6:07
Use of Machine Learning for Sentiment: 6:20-9:10
Consensus: 12:00-13:38
Fundamentals: 13:38-14:45
Policy backdrop: 15:03-20:44
ANTM-ESRX Dispute: 20:44-22:02
Comparisons to UNH: 20:22-25:24
Changes to Safe Harbor Rule: 25:24-30:04
Medicaid Business: 30:04-32:07
Other Policy Considerations: 30:07-34:17
What's It Worth? 34:17-41:17
What Are The Risks, Catalysts and Valuation? 41:17-48:06
Q&A: 48:06-57:13