Chanos on His Outlook for the Kidney Dialysis Business

The video discusses the potential rollback of essential health care benefits and its impact on companies, particularly focusing on the kidney dialysis business. It highlights the financial challenges faced by this industry due to high costs and the role of Obamacare in providing higher reimbursement rates compared to Medicare and Medicaid. The video also explores how companies push patients into Obamacare for better returns and the ethical concerns surrounding these practices.

Which business sector is highlighted as potentially facing difficulties due to changes in health care benefits?

• Mental health services

• Dental care

• Pharmaceuticals

• Kidney dialysis

What is the main reason kidney dialysis is considered a financial burden on Obamacare exchanges?

• High administrative costs

• High treatment costs

• Lack of insurance coverage

• Low patient turnout

How do kidney dialysis companies increase their reimbursement rates?

• By shifting patients to Obamacare

• By reducing treatment costs

• By negotiating with insurance companies

• By increasing the number of patients

What percentage of a company's business is commercial, according to the investor deck mentioned?

• 10%

• 50%

• 30%

• 70%

What is the potential future outlook for the rent-seeking behaviors of kidney dialysis companies?

• They will continue to grow

• They will face increased regulation

• They will go by the wayside

• They will become more profitable