Call Replay | MD | Best Idea Long | Worse Than it Looked, but Better Than it Seems

TimestaMPS

Speaker - Tom Tobin

Introduction: 0:00 to 0:20

Disclaimer: 0:21 to 1:07

Position Monitor Update with MD at The Top Spot: 1:08 to 3:07

Key Drivers and Price History: 3:08 to 7:09

Company and Management Overview: 7:10 to 9:15

Sentiment Overview and Metrics: 9:16 to 11:52

Valuation: 11:53 to 14:11

Stock Quad Analysis: 14:12 to 16:45

The Impact of Birth Trends and Acquisition History: 16:46 to 25:22

Same Store Growth: 25:23 to 28:20

Anesthesiology and Radiology: 28:21 to 31:37

Same Store Forecast and Market Trends: 31:38 to 33:47

Key Estimates and Outlook: 33:48 to 35:26

Speaker - Emily Evans

 "Surprise Billing" Legislation: 35:27 to 38:27

Physician Practice Management Companies and EMTALA: 38:28 to 39:53

Lobbying Expenditures: 39:54 to 42:42

Out-of-Network Billing and Market Concentration: 42:43 to 49:40

Mednax versus Phycor: 49:41 to 54:19

Practice Acquisition by Hospitals: 54:20 to 58:24

Speaker - All

Live Q&A: 58:25 to 1:05:06

Thomas Tobin
Managing Director


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Emily Evans
Managing Director – Health Policy



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