Research
FORUM TRANSCRIPT

Ensign Group – Q3 2022 Business Strategy Analysis & Skilled Nursing Facilities Market Update

  • Public Equity
  • Healthcare
  • North America
PREMIUM

Specialist

Former executive at The Ensign Group Inc

Agenda

  • Skilled facilities market overview, highlighting the delayed supply chain increase and CMS’s (Centers for Medicare and Medicaid’s) proposed 2.7% increase in 2023 OPPS (outpatient prospective payment system) ASC (ambulatory surgical centre) reimbursement rates
  • Ensign’s (NASDAQ: ENSG) unique cultural structure of putting responsibility and ownership at the market level, plus overall business strategy
  • Ensign’s geographic differentiation based on reimbursement rates and growth expansion opportunities between US West and East Coast
  • Company’s organic vs inorganic growth opportunities, including new ventures
  • Ensign’s value-based case continuum model with The Pennant Group (NASDAQ: PNTG) and expectations to drive growth in H2 2022

Questions

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited