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The last thing I'd say is kind of the financial discipline we've exhibited to protect margin is going to start paying off. And I think that's one of the underlying reasons why I feel so confident that we're going to get to our margin profile and get to at least EBITDA breakeven next year.
(No comment added)
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2023 Q3
6 Dec 23
With respect to the relative funding advantage, what I'm really talking about is the revenue PMPM associated with Stars. And obviously, that's going to be something that impacts everyone in the sector on the Stars that we just were notified on heading into 2025. But I think that, combined with the V28 risk model changes, and the 2 together, we think, are material advantages to us.
Comp landscape
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2023 Q3
6 Dec 23
I think if we were to focus on only driving market share gains in our existing geographies and not add a single incremental county or a new state over time, I think we could likely reach that goal faster.I think given the value proposition of extending our care model and kind of capturing some of that growth opportunity outside of our existing geographies means we will likely continue to add new markets looking out into maybe 2025 or 2026.
Profitability in 2025/2026?
Transcript
2023 Q3
6 Dec 23
Just thinking long term, I know you've got some long-term margin goals that look a little bit more like a traditional MA. Where you sit now, what kind of revenue and/or membership do you think you need to get to get to those longer-term margin goals?
Good Q
Transcript
2023 Q3
6 Dec 23
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