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Matthew Wagner

Managing Director in Healthcare Investment Banking at Needham & Company

Matthew Wagner is a Managing Director in Healthcare Investment Banking at Needham & Company, specializing in capital raising and M&A transactions for public and private life science companies. Over the last decade, he has executed more than 120 capital raises and completed several M&A deals as lead advisor in the healthcare sector, including recent transactions such as a $173M IPO and $405M convertible offering in 2025. Wagner joined Needham in 2017 after beginning his career in 2014 with the Private Equity and Venture Capital Group at OrbiMed Advisors in New York. He holds a BS in biochemistry from Denison University and maintains FINRA registration with 11 years of experience and no disclosures.

Matthew Wagner's questions to agilon health (AGL) leadership

Question · Q4 2025

Matthew Wagner inquired about agilon's performance against the $25 million quality opportunity target for 2025. For 2026, he asked for details on the doubling of this opportunity, including increased incentives, the pathway to achievement, expected Star improvement, and any discrete strategies.

Answer

Jeff Schwaneke (EVP and CFO, agilon health) indicated that agilon is in the ballpark of achieving its 2025 quality targets. For 2026, he confirmed the opportunity to double incentives, with current guidance assuming similar performance to 2025, but with specific programs in place to aim for a higher level of performance.

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Question · Q4 2025

Matthew Wagner asked about agilon health's quality initiatives, specifically the achievement of the $25 million opportunity targeted for 2025. He also sought details on how the company plans to achieve the doubling of this opportunity in 2026, including insights into increased incentives, Star improvement, or discrete strategies.

Answer

Jeff Schwaneke (EVP and CFO, agilon health) stated that agilon health is in the ballpark of achieving its 2025 quality target, though final measures are still pending run-out. For 2026, he confirmed a doubling of the potential quality incentive opportunity. He noted that the network achieved approximately 4.2 stars on a composite basis in 2024 and made progress in 2025. While the 2026 guidance includes similar performance to 2025, agilon health is actively pursuing higher performance through specific programs.

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