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    Amir Farahani • Sanford C. Bernstein & Co., LLC

    Amir Farahani's questions to agilon health inc (AGL) leadership

    Amir Farahani's questions to agilon health inc (AGL) leadership • Q1 2025

    Question

    Amir Farahani asked about expectations for the 2026 bid cycle and requested an update on the progress of the $50 million lift from operating and clinical initiatives, including Q1 achievement.

    Answer

    CEO Steven Sell expressed optimism for the 2026 bid cycle, citing the final rate notice. Regarding the $50 million in initiatives, he reported that the palliative care program saw accelerated enrollment in Q1 and is tracking well, as are the quality incentive programs, which are supported by new technology to help physicians close care gaps.

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    Amir Farahani's questions to agilon health inc (AGL) leadership • Q4 2024

    Question

    Amir Farahani asked about the working capital levers that improved Q4 cash flow and their expected impact on 2025.

    Answer

    CEO Steven Sell highlighted the company's focus on disciplined cash management. CFO Jeffrey Schwaneke detailed the drivers of outperformance: future cash flow improvement from partnership exits, tighter working capital management like collecting receivables, and successful payor negotiations that accelerated premium payments. He noted that further opportunities are still being pursued.

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