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    Josh Raskin • Nathron Research

    Josh Raskin is a Research Analyst at Nephron Research specializing in healthcare sector coverage, with a track record of analyzing 34 stocks and maintaining a 56% success rate and an average return per recommendation of 5.10%. His coverage includes major healthcare companies such as Cigna and other industry leaders. Raskin began his equity research career at Lehman Brothers and Barclays, serving as Managing Director from 1999 to 2017, before joining Nephron Research in October 2017. He holds a BS in Accounting from Lehigh University and his extensive industry experience is complemented by his board service at the Parkinson’s Foundation.

    Josh Raskin's questions to P3 Health Partners Inc (PIII) leadership

    Josh Raskin's questions to P3 Health Partners Inc (PIII) leadership • Q2 2025

    Question

    Josh Raskin from Nathron Research inquired about the specific causes of the prior period adjustments, the data exchange processes with health plans to prevent future issues, and the company's confidence in its partners' Medicare Advantage bids for 2026.

    Answer

    CEO Eric Hoffman attributed the prior period issues to a payer's claims system migration and a data delay from another, noting that improved joint operating committee processes are now in place. CFO Leif detailed the $9 million Q2 adjustment, breaking it down into a 2024 RAF receivable adjustment, a missed quality measure, and a favorable payment integrity program pickup. Leif also confirmed P3 uses its own data alongside plan data for reserves. Regarding 2026, Eric Hoffman expressed confidence based on directional discussions with plans about benefit design and network structure, despite not having final bid information.

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