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agilon health (AGL) investor relations material
agilon health Jefferies 2025 Healthcare Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business model and operational focus
Operates a primary care-centered, value-based care model with long-term partnerships, focusing on improving quality and lowering costs through capitated arrangements and shared savings with physicians.
Currently partners with 2,200 primary care physicians across 12 states and 30 markets, serving both MA and ACO REACH members.
Achieves 20%-30% reduction in admissions per thousand, lower ER and inpatient stays, and high star scores (4+), indicating strong quality performance.
Enhanced data pipeline launched in Q1 2024, providing detailed, member-level cost and revenue data, improving cost prediction and risk adjustment accuracy.
New clinical programs targeting high-acuity conditions rolled out in late 2024 and piloted in 2025, with plans for broader implementation in 2026.
Strategic priorities and financial management
After doubling in size in 2024, the focus shifted to profitability, slowing growth and emphasizing cost control and right-sizing for a half-million-member base.
Contracting efforts prioritize adequate compensation for risk and value delivered, with significant progress in reducing Part D risk exposure from 66% in 2024 to below 30% in 2025 and further reductions expected for 2026.
Enhanced data pipeline enables more accurate reserving and risk score calculations, supporting better financial forecasting.
Cost control and platform right-sizing are key initiatives for late 2024 and early 2025.
Payer relationships and contracting environment
Strong demand from payers for the model, with constructive, high-level negotiations focused on aligning compensation with delivered value and risk.
Success in negotiating improved contract terms, including data quality and Part D risk carve-outs.
Payers are increasingly recognizing and rewarding superior quality performance, with more dollars tied to quality metrics.
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