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Takeaway: Yesterday, we presented ANTM as a best idea long. Link to replay with subject timestamp.

REPLAY | ANTM BEST IDEA LONGS: A DOUBLE - 20190522 ANTM slide

replay: ANTM - A BETTER FIREWALL IN A CHANGING INDUSTRY

OverviewHealthcare Subscribers: CLICK HERE for video & audio replays.

http://app.hedgeye.com/feed_items/75347

 

Health Policy Subscribers: CLICK HERE for video & audio replays.

http://app.hedgeye.com/feed_items/75348

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