Kyle Aikman's questions to Evolent Health Inc (EVH) leadership • Q1 2025
Question
Kyle Aikman, on behalf of Annie Samuel at JPMorgan, requested more detail on the Q1 oncology cost trend, asking what the original assumption was and whether the lower-than-expected trend was driven by prevalence or cost of care.
Answer
Executive John Johnson clarified that all trend discussions are relative to the 12% normalized trend assumption. He attributed the favorable Q1 result to two factors: disease prevalence being up but less than expected, and cost-per-case also rising less than forecasted, partly due to the success of Evolent's clinical management interventions.