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    Olivia Miles • Robert W. Baird & Co.

    Olivia Miles's questions to Privia Health Group Inc (PRVA) leadership

    Olivia Miles's questions to Privia Health Group Inc (PRVA) leadership • Q2 2025

    Question

    Olivia Miles, on for Michael at Baird, asked if the narrowing of ACO REACH risk corridors is catalyzing new prospective physician partner relationships for Privia, given the changing competitive landscape.

    Answer

    CEO Parth Mehrotra agreed this was a great question, stating that the proposed changes to REACH narrow the economic gap with the MSSP Enhanced Track, which ultimately bodes well for Privia. He explained that as the programs become more consistent, it creates opportunities to speak with physician practices that may have partnered with an ACO REACH-focused entity. The reduced differentiation makes it easier for those practices to consider moving their lives to Privia's successful MSSP enhanced track model, creating a tailwind for growth.

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    Olivia Miles's questions to Privia Health Group Inc (PRVA) leadership • Q3 2024

    Question

    Olivia Miles of Baird asked about the drivers behind the 14,000 increase in Medicaid lives and the company's view on achieving profitability in Medicaid value-based care.

    Answer

    CEO Parth Mehrotra explained the growth was driven by both new provider signings and new Medicaid managed care contracts. He stressed that 100% of these lives are in upside-only arrangements, which avoids downside risk in a volatile population. This strategy allows Privia to earn additional care coordination fees and potential bonuses on a low-margin population without significant financial risk.

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