Centene Corp at JPMorgan Healthcare Conference Transcript

Jan 09, 2024 / 05:00PM GMT
Calvin Alexander Sternick - JPMorgan Chase & Co, Research Division - Analyst

Hi. Good morning. My name is Cal Sternick. I'm the managed Medicaid and facilities analyst here at JPMorgan. I'm pleased to have with us here, Centene's CEO, Sarah London; and CFO, Drew Asher; for a fireside chat this morning. I'm going to turn it over to Sarah for a few introductory remarks, and then we'll move on to Q&A. Sarah?

Sarah M. London - Centene Corporation - CEO & Director

Thanks, Cal. Good morning. Happy new year. Glad to be back kicking off the year at JPMorgan. We obviously had our Investor Day just a few weeks ago in December and covered quite a lot of ground there, including reaffirming our 2023 guidance of at least $6.60 and then sharing 2024 guidance of greater than $6.70. So with that as a backdrop, I thought I might just provide a few updates since then, and then we can dive into questions.

So one of the things we talked about at Investor Day was that we were planning for one of our major value creation milestones at the end of 2023. And so while

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