Monitoring Industry Activity from Quarter 4 of 2019

As part of our ongoing research into the healthcare industry, HealthCare Appraisers, Inc. follows commentary of publicly-traded health systems, physician services providers, ambulatory surgical center management companies, and other healthcare service providers. The following paragraphs are important valuation-related takeaways from recent earnings calls and conference presentations, as well as supporting quotes from publicly-traded operators.

Some of the topics discussed in the Q4 2019 issue include:

  • Humana’s Provider Strategy Develops Further
  • UnitedHealthcare Plans to Terminate Certain Mednax Contracts
  • Early Signs of Disruption from PDGM
  • Medicare Advantage Continues Robust Growth
  • Surgery Partners Expects Pace to Accelerate

The Q4 2019 edition of HealthCare Appraisers’ FMVantage Quarterly Insights has been edited by Daniel I. Levin, CFA, ASA, with expert commentary from Nicholas J. Janiga, ASA.