Sign in

    Arun Mokmir • Lake Street Capital Markets

    Arun Mokmir is an Equity Research Analyst at Lake Street Capital Markets, where he focuses on uncovering growth opportunities among dynamic, high-potential companies across technology and innovative sectors. He provides detailed coverage of leading growth companies identified as early innovators positioned to capitalize on emerging trends, contributing research that supports long-term investment decisions and strategic institutional portfolios. Mokmir began his professional career in equity research within the last decade and joined Lake Street after building foundational capital markets experience at other financial firms. He maintains industry-standard securities licenses and adheres to FINRA registration requirements while being recognized within the firm for his rigorous fundamental analysis and differentiated investment insights.

    Arun Mokmir's questions to P3 Health Partners Inc (PIII) leadership

    Arun Mokmir's questions to P3 Health Partners Inc (PIII) leadership • Q2 2025

    Question

    Arun Mokmir from Lake Street Capital Markets asked about the progress of contract renegotiations, their tangible impact for the second half of the year, and for more detail on the drivers and timing of the projected 2026 EBITDA improvements.

    Answer

    CEO Eric Hoffman reported that renegotiations are 75% complete, with impacts flowing through in both 2025 and 2026, citing a recent $5 million improvement as an example. For the 2026 EBITDA opportunity of $120M-$170M, he broke it down into four main buckets: ~40% from base rate changes and burden of illness accuracy, ~10% from benefit design changes, ~30% from operational levers like utilization management, and ~20% from contractual improvements with payers and providers. CFO Leif framed this as part of a two-year turnaround plan toward sustained profitability.

    Ask Fintool Equity Research AI