Talent competition and cost inflation
Management acknowledged a 'war for talent' that could increase employee costs and pressure margins.
Global Health · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Management acknowledged a 'war for talent' that could increase employee costs and pressure margins.
Analyst raised concerns about insurer-hospital tiffs; management downplayed but noted ongoing commercial negotiations that could impact pricing.
Management declined to provide a timeline for NOIA EBITDA breakeven, citing dependence on occupancy and case mix.