LHC Group – Q3 2022 Company Analysis & Proposed Home Health Reimbursement Changes

  • Public Equity
  • Healthcare
  • North America


Former executive at LHC Group Inc


  • Home health market operating environment, including increasing consolidation and labour shortages
  • Integration of LHC Group (NASDAQ: LHCG) and Optum and new positioning, incorporating potential synergies on the hospice and referral side
  • Impact of the USD 810m Medicare reimbursement cut for LHC and its efforts around shifting to value-based care
  • LHC’s Q2 2022 financial results, highlighting hospice organic growth and revenue decreases in home health
  • 12-18-month growth outlook for LHC and the home health market, highlighting potential further JVs and AI opportunities


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