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    John Pinney • Canaccord Genuity

    John Pinney's questions to Clover Health Investments Corp (CLOV) leadership

    John Pinney's questions to Clover Health Investments Corp (CLOV) leadership • Q2 2025

    Question

    John Pinney from Canaccord Genuity asked if the elevated cost trends in the BER were localized to newer member cohorts or specific geographies. He also inquired about the competitive landscape for the upcoming AEP and how competitors are positioning for 2026.

    Answer

    CFO Peter Kuipers clarified that member cohorts are performing as expected and the Part D and supplemental cost pressures are broad-based, not specific to new members. CEO Andrew Toy addressed the competitive landscape, noting that national players are pulling back from wide-network PPO plans, which is Clover's area of strength. He expressed confidence that this positions them well for the upcoming growth season, a sentiment echoed by Peter Kuipers, who highlighted the financial tailwind from their upcoming 4-star payment year.

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    John Pinney's questions to Adapthealth Corp (AHCO) leadership

    John Pinney's questions to Adapthealth Corp (AHCO) leadership • Q1 2025

    Question

    John Pinney from Canaccord Genuity, on for Richard Close, asked for clarification on the divested assets. He inquired what percentage of the previously mentioned $100 million in annualized revenue to be divested is accounted for by the incontinence assets, and whether any other assets are still being considered for sale.

    Answer

    Executive Jason Clemens explained that annualizing the guidance reduction for the incontinence sale implies about $60 million in revenue. He stated that the company is not actively working on other dispositions beyond the incontinence and pending infusion asset sales. He concluded that after these transactions, the company feels it has a strong portfolio with significant organic and inorganic growth opportunities.

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    John Pinney's questions to HealthStream Inc (HSTM) leadership

    John Pinney's questions to HealthStream Inc (HSTM) leadership • Q4 2024

    Question

    John Pinney of Canaccord Genuity asked about HealthStream's internal use of AI for productivity gains and whether the company is successfully incorporating price escalators into new and renewal contracts.

    Answer

    CEO Robert Frist detailed that HealthStream is exploring AI internally for sales and development, expecting a short-term cost increase for tools before realizing long-term productivity gains. He also confirmed a high success rate (over 95%) in adding price escalators to renewal contracts, which he expects will become a standard practice across all contracts over the next 36 months, providing a new baseline for growth.

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