Medical Care Facilities · Healthcare
Andrew Muck
Analyst
Barclays
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About Andrew Muck
Andrew Muck is recorded as Analyst at Barclays. Andrew Muck has spoken on 9 earnings calls across 7 companies, most recently for Encompass Health Corp on October 29, 2026. Those appearances were for Encompass Health Corp (EHC), Oscar Health, Inc. (OSCR), Universal Health Services Inc (UHS), Surgery Partners, Inc. (SGRY), Addus HomeCare Corp (ADUS) and 2 other companies. The companies whose calls Andrew Muck spoke on are classified in the Healthcare sector.
Andrew Muck on recent calls
“Just wanted to follow up on the managed care pricing. The guidance assumption increased 125 basis points at the midpoint. I would love to hear what's driving that increase.”
“Just wanted to follow up on the acute dynamics in the quarter. Acute volumes were very strong, but med-surg mix was negative and weighed on acute pricing. How does the management team internalize this?”
“You called out SWB as a percentage of revenue increasing due to payer mix. However, the expense itself was also up, I think, 7% year over year. Can you provide a little bit more color on the underlying drivers of that growth and how we should be thinking about wage inflation going forward?”
“On utilization trends, you noted inpatient, professional, and pharmacy was favorable, but outpatient was elevated. Can you elaborate a bit on what you saw there, particularly on the outpatient side, and how you're thinking about the pace of utilization to the balance of the year?”
“In PCS, you noted growth in the majority of your markets, but haven't quite achieved the same store year-over-year organic census growth yet. Can you provide more color on the markets that haven't achieved growth, and what gives you confidence that you'll return to growth in the back half?”
Affiliation history
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Barclays
Analyst
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Current
Company network
OSCR
Healthcare Plans · Healthcare
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
ADUS
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
ASTH
Medical Care Facilities · Healthcare