Humana Inc (NYSE:HUM)
$ 335.59 0.91 (0.27%) Market Cap: 40.44 Bil Enterprise Value: 47.74 Bil PE Ratio: 20.90 PB Ratio: 2.51 GF Score: 83/100

Humana Inc at Jefferies Healthcare Conference Transcript

Jun 04, 2019 / 03:00PM GMT
Release Date Price: $252.83 (+1.00%)
David Howard Windley
Jefferies LLC, Research Division - Equity Analyst

Appreciate your joining us. I'm Dave Windley with Jefferies Healthcare Equity Research. Our next session here is with Humana. Very pleased and gratified to have the management team join us from Humana. Here to discuss with us Medicare Advantage and other managed care environment issues is the company's CEO -- President and CEO, Bruce Broussard; company's CFO, Brian Kane; and Investor Relations' Amy Smith. So appreciate you all being here. Thank you.

Questions & Answers

David Howard Windley
Jefferies LLC, Research Division - Equity Analyst

So I wanted to start, if we could, with kind of a big picture. You guys -- Humana has this very attractive positioning and what everybody pretty much agrees is the favorable submarket in managed care, Medicare Advantage. It's a big percentage of your business and presents some very attractive growth opportunities. My first question is, do you see continued, sustained attractive growth in the individual M&A market by itself? Or do you see, as

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