Workflow
Elevance Health, Inc. (ELV) UBS Global Healthcare Conference (Transcript)
UBSUBS(US:UBS) Seeking Alphaยท2024-11-15 19:13

Core Viewpoint - Elevance Health, Inc. anticipates mid-single-digit EPS growth for 2025, supported by strong revenue acceleration and ongoing business transformation initiatives [2][3]. Revenue Growth - The company expects revenue growth to accelerate into the high single-digit percent range, driven by momentum in the commercial business and geographic expansion into three new states for its ACA business [3]. - Medicare Advantage membership is projected to grow slightly ahead of the overall market due to improved retention rates [3]. - Continued expansion of Carelon, particularly in Carelon Rx, is expected to contribute to healthy growth from both internal and external customers [3]. Business Transformation - The company is investing in business transformation through the development and application of new technologies, including generative AI, which is anticipated to drive sustainable operational efficiencies over time [4].