DaVita Inc (LTS:0I7E)

$ 166.29 0 (0%) Market Cap: 13.59 Bil Enterprise Value: 24.69 Bil PE Ratio: 17.87 PB Ratio: 35.39 GF Score: 79/100

DaVita Inc at Bank of America Global Healthcare Conference Transcript

May 10, 2023 / 08:40PM GMT

Release Date Price: $99.68 (-2.48%)

Transcript 10-Q8-K

Kevin Mark Fischbeck

BofA Securities, Research Division - MD in Equity Research

I want to thank everyone for joining us today. It's my pleasure to be introducing DaVita. DaVita is one of the largest providers of dialysis services across the globe. Presenting today, we have Joel Ackerman who's the CFO; as well as Nic Eliason, who's from Investor Relations. So with that, I think we'll just jump into Q&A.

Joel Ackerman

DaVita Inc. - CFO & Treasurer

Right.

Questions & Answers

Kevin Mark Fischbeck

BofA Securities, Research Division - MD in Equity Research

Right. So I guess one of the things that we've been struggling with from a modeling perspective for you guys has just been the volume trajectory. Obviously, COVID has created mortality headwind for you. You started to see some improvement in Q1. But can you tell us how you think about volume and treatment growth through the rest of the year? And then where do you see the normal number? It was 4% for a long time and you started to be 2% to COVID.

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