Centene Corp (STU:QEN)
€ 69.55 -1.97 (-2.75%) Market Cap: 36.83 Bil Enterprise Value: 35.29 Bil PE Ratio: 14.84 PB Ratio: 1.48 GF Score: 91/100
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Centene Corp at Bank of America Merrill Lynch Health Care Conference Transcript

May 15, 2019 / 03:00PM GMT
Release Date Price: €48.7 (+0.91%)
Kevin Mark Fischbeck
BofA Merrill Lynch, Research Division - MD in Equity Research

Here to start the second day of our conference off with Centene. Centene is the largest provider of Medicaid managed care in the country. They're also the largest provider of exchange insurance and have a growing Medicare and international business as well. Presenting today, we have Michael Neidorff, who's the CEO of the company. We also have Ed Kroll from Investor Relations in the audience.

And Centene did post some slides to the website last night or yesterday. But Michael was nice enough to kind of skip that presentation, go right to the Q&A. But certainly, take a look at those slides. And I'll ask you a couple questions about them actually. But this is a Q&A session. So if anyone has any questions, feel free to raise your hand.

Questions & Answers

Kevin Mark Fischbeck
BofA Merrill Lynch, Research Division - MD in Equity Research

But I guess maybe to start off with maybe the elephant in the room first. There's been an activist investor out there

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