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InnovAge
InnovAge (INNV) investor relations material
InnovAge 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Business Model and Differentiation
Operates a scaled, vertically integrated payer-provider platform focused on frail, dual-eligible seniors, delivering comprehensive, interdisciplinary care through a center-based model with full financial accountability for outcomes and costs.
Maintains full risk for all Medicare and Medicaid services, with no delegated risk or carve-outs, enabling real-time control over utilization and costs.
Delivers superior outcomes, including 10% lower inpatient admissions, 40% lower 30-day readmit rates, and enables over 90% of participants to live independently.
Integrated model aligns payer and provider functions, supporting small panel sizes for intensive, high-touch care and avoiding fragmented accountability.
Market opportunity remains significant and underpenetrated, with bipartisan policy support and a fragmented competitive landscape dominated by subscale operators.
Operational Transformation and Technology Investments
Multi-year investments in scalable technology, including Epic EMR, Oracle financials, and Salesforce, have strengthened the foundation and improved productivity.
Insourced key clinical functions such as hospice and pharmacy, enhancing quality and efficiency.
Leveraging AI to analyze provider ordering patterns, optimize staffing, and improve clinical decision-making.
Operational improvements and leveraging fixed overhead costs have expanded margins, driven profitability, and created a platform for responsible growth.
Centers in key states have available capacity, with growth tracking to internal plans and partnerships accelerating expansion.
Growth Strategy and Market Expansion
Focused on both de novo center development and bolt-on acquisitions, with each strategy evaluated based on market size, state support, and operational efficiency.
Recent acquisitions, such as ConcertoCare, have demonstrated rapid revenue and census growth when integrated into the platform.
Health system partnerships and joint ventures are key to expanding referral pathways and community presence.
Lessons from de novo launches highlight the importance of strong local relationships, targeted service areas, and building PACE awareness.
Actively evaluating new state RFPs for PACE expansion, with a disciplined approach to capital deployment and market selection.
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Next InnovAge earnings date
Q2 20263 Feb, 2026
InnovAge
Next InnovAge earnings date
Q2 20263 Feb, 2026
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Frequently asked questions
InnovAge Holding Corp. manages and provides a range of medical and ancillary services for seniors in need of care and support to live independently in their homes and communities. It offers personal care, such as assistance with bathing, dressing, eating, toileting, meal preparation, medication administration, laundry, shopping, and transportation; adult day services; diet therapy services; home-delivered meals; non-medical skilled care services; pharmacy support; preventive dental services; and transportation services. InnovAge Holding Corp. was founded in 2007 and is headquartered in Denver, Colorado.
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