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    John French

    Vice President in Equity Research at Leerink Partners

    John French is a Vice President in Equity Research at Leerink Partners, specializing in coverage of the diversified biopharmaceutical sector and related healthcare companies. He has provided research on companies including XOMA Corporation, Pyxis Oncology, Sensorion SA, and others, consistently delivering actionable ratings like 'Outperform' with rigorous financial analysis and market insights. French began his finance career at EY as an FSO Assurance Intern and Staff, then moved to UBS as an Associate Director in Equity Research before joining Leerink Partners in 2021. He holds a Master of Accounting and a Bachelor of Science in Finance from Tulane University, is a CPA certified in New York, and maintains active FINRA registration.

    John French's questions to CLOVER HEALTH INVESTMENTS, CORP. /DE (CLOV) leadership

    John French's questions to CLOVER HEALTH INVESTMENTS, CORP. /DE (CLOV) leadership • Q3 2024

    Question

    John French of Leerink Partners asked how Clover Health incorporated the effects of the Inflation Reduction Act (IRA) into its 2025 plan bids, particularly concerning drug costs and overall plan viability.

    Answer

    CEO Andrew Toy stated that the company adjusted its bids to account for the IRA's phased-in changes, balancing subsidies and benefit levels. He noted that Clover Health successfully maintained a strong Part D offering, which he believes will be a competitive advantage as other plans have retreated in this area.

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