Chemed Corporation (CHE) Presents at UBS Global Healthcare Conference 2025 Transcript
ChemedChemed(US:CHE) Seeking Alpha·2025-11-11 22:11

Core Viewpoint - The company expresses optimism about future performance despite challenges faced in the second quarter, particularly for VITAS and Roto-Rooter [1] Company Performance - The second quarter of the year was challenging for both VITAS and Roto-Rooter, but the company remains confident in overcoming past issues, specifically the Florida Medicare Cap problems anticipated in 2025 [1] - Roto-Rooter has faced intense competition in recent years, but there are signs of improvement in the competitive environment, which the company plans to leverage over the next 12 to 18 months [1]