Medical Care Facilities · Healthcare
Charles Rhee
Analyst
TD Cowen
Equibles does not estimate personal net worth.
About Charles Rhee
Charles Rhee is recorded as Analyst at TD Cowen. Charles Rhee has spoken on 9 earnings calls across 7 companies, most recently for Teladoc Health, Inc. on July 29, 2026. Those appearances were for Option Care Health, Inc. (OPCH), Cencora, Inc. (COR), Teladoc Health, Inc. (TDOC), BrightSpring Health Services, Inc. (BTSG), Mckesson Corp (MCK) and 2 other companies. The companies whose calls Charles Rhee spoke on are classified in the Healthcare sector.
Charles Rhee on recent calls
“I guess just to kind of, I don't know if you explicitly connected these two issues, but it is the issue that we're seeing in the accelerated demand as people come to BetterHelp and they, you know, go through the process, they realize they can get insurance coverage and they seek insurance coverage.”
“Okay, and my follow-up question then is you know, obviously appreciate what's, you know, all the change doesn't go on the market and I understand the earlier question regarding, you know, CVS's shift on Stellara, but more broadly, Maybe, Jonathan, can you talk to sort of what you're seeing in terms of increased…”
“Maybe, Jen, just to quickly follow up there, besides the revenue headwind, are we still looking at 15 million of mitigated sort of headwind on the EBITDA line that hasn't changed?”
“Maybe John and Mino, you know, a month back when you guys sort of outlined sort of the initial guidance for the year, you know, I think there was a sort of an assumption, you know, that you'd be looking at sort of, it was early, you didn't know what your Stellaris sensor would look like, and so some of the assumptions…”
“Jim, maybe just to go back to the below-the-line items related to one oncology, I guess if I remember correctly when you announced the deal, you know, you guys did say that you wouldn't be consolidating 100% of that, and I assume that this is that portion that is not being consolidated and will continue to be below…”
Affiliation history
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TD Cowen
Analyst
Transcript header (unverified)
Current
Company network
COR
Medical Distribution · Healthcare
TDOC
Health Information Services · Healthcare
Health Information Services · Healthcare
MCK
Medical Distribution · Healthcare
CI
Healthcare Plans · Healthcare
CVS
Healthcare Plans · Healthcare