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12 March 2020
Equity Research
Americas | United States
Managed Care and Healthcare
Facilities
Frequently Asked Questions Company
Commentary on COVID-19
Managed Care Healthcare Facilities | Comment
Addressing Investor Questions, though Many Uncertainties Remain: Given recent
Research Analysts
investor focus on the implications of the novel coronavirus, we have compiled and examined
a series of frequently asked questions and included recent commentary from companies A.J. Rice
th
within our coverage and the broader industry. As of March 11 , the WHO has declared a 212 325 8134
pandemic, with approximately 125K confirmed cases worldwide. Recent questions have aj.rice@
focused on the implications for MCOs as well as potential concerns around capacity for the
Caleb Harris, CPA
U.S. healthcare system and staffing challenges that could arise from the spread of the virus. 212 325 7458
Managed Care Commentary: On March 4, Centene noted that its outlook excludes any caleb.harris@
impact from coronavirus. CNC indicated that it had not seen any impact on its business thus
far but it fully expects it to be manageable. On March 10th, Humana advised it had stocked Eduardo Ron
up on pharmaceuticals to have an ample supply. The company indicated that it is preparing 212 325 7491
for a variety of scenarios, which vary from many people going to the hospital and some
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