瑞信-美股-医疗保健行业-管理式医疗与医疗设施：COVID-19常见问题-2020.3.12-22页.pdf

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1、12March2020EquityResearchAmericas

2、UnitedStatesManagedCareandHealthcareFacilitiesFrequentlyAskedQuestions&CompanyCommentaryonCOVID-19ManagedCare&HealthcareFacilities

3、CommentAddressingInvestorQuestions,thoughManyUncertaintiesRemain:GivenrecentResearchAnalystsinvestorfocusontheimplicatio

4、nsofthenovelcoronavirus,wehavecompiledandexaminedaseriesoffrequentlyaskedquestionsandincludedrecentcommentaryfromcompaniesA.J.Ricethwithinourcoverageandthebroaderindustry.AsofMarch11,theWHOhasdeclareda2123258134pandemic,withapproximately125Kconfirmedcasesworldwide.Recentquestionshavea

5、j.rice@credit-suisse.comfocusedontheimplicationsforMCOsaswellaspotentialconcernsaroundcapacityfortheCalebHarris,CPAU.S.healthcaresystemandstaffingchallengesthatcouldarisefromthespreadofthevirus.2123257458ManagedCareCommentary:OnMarch4,Centenenotedthatitsoutlookexcludesanycaleb.harris@

6、credit-suisse.comimpactfromcoronavirus.CNCindicatedthatithadnotseenanyimpactonitsbusinessthusfarbutitfullyexpectsittobemanageable.OnMarch10th,HumanaadvisedithadstockedEduardoRonuponpharmaceuticalstohaveanamplesupply.Thecompanyindicatedthatitispreparing2123257491eduardo.ron@credit-suis

7、se.comforavarietyofscenarios,whichvaryfrommanypeoplegoingtothehospitalandsomepotentiallyrequiringventilatorsupportwhichcouldbecostlyovertheshorttermtoasituationAlexanderKhanwherethereisrelativelylimitedfalloutandsomeelectiveprocedures(thoughthecompany2123257714sayselectiveproceduresar

8、easmallfractionofspend)arepostponed.OnMarch10th,alexander.khan@credit-suisse.comAnthemsaidithasnotseenasignificantimpactonutilizationassociatedwithcoronavirusineitherdirection.HospitalsCommentary:OnMarch10,HCAsaidthecompanyhasbeenplanningandpreparingforseveralweeks.HCAisworkingtoensur

9、easafeenvironmentofcareforitsclinicalworkersbyreducingaccesspointstohospitalsandmanagingthemclosely.OnMarch11th,THCindicatedthattheyhavebeenpreparingforthespreadofthecoronavirusforweeksandhaveadequateresponseplansinplace.THC’shospitalsarelimitingaccesspoints,shuttingdownsomeentrypoint

10、s,and