$PGNY

For your reference, this is how restrictive big insurance carriers can be when it comes to infertility benefits.

Their lack of utilization of the lifetime dollar maximum, or even the fact that they have a LDM, is wasting valuable time and $ for employers and couples. Image
Ability to Attract and Retain Talent:

"Employers are facing increasing competition to attract and retain talent as the labor market is at historically low unemployment levels. As a result, employers are enhancing their value proposition to employees by evaluating and providing..
"benefits that are most in demand. Family building solutions are an increasing area of focus for employees, and in turn, employers."
Market Opportunity:

- Estimate market to be over $12B
- Approx 50% of people suffering from infertility do not seek treatment Image
Solutions: Smart Cycle

"Smart Cycle plan design allows members equitable access to the treatment they need and is designed to drive superior outcomes and reduce both upfront treatment and subsequent costs."
Smart Cycle:

"Everything needed for a comprehensive fertility treatment is contained within a Smart Cycle treatment bundle."

- 17 different SC bundles (can be used independently or in combination - depending on member's needs)
- Diagnostic testing
- Access to latest technology Image
Smart Cycle:

"Employers elect to offer a certain amount of Smart Cycles as part of their benefit (typically ranging from 2 to unlimited Smart Cycles)."

Treatments are valued as portion of Smart Cycle. Use treatments until SC balance is out. Manage balance through a portal.
Smart Cycle Example:

Below is an example of how a Smart Cycle can be used for 3 different members.

This employer provides all employees/members with 3 Smart Cycles (Bought 3 SC per member from $PGNY) Image
Patient Care Advocate - PCA:

"Our PCAs have deep fertility expertise and provide extensive clinical education, guidance and emotional support to our members."
PCA:

"Additionally, we have an in-house clinical staff, comprised of professionals with substantial expertise in reproductive endocrinology, fertility nursing, clinical psychology and social work that design our PCA training curriculum and direct our compre. member experience."
PCA:

Access your individual PCA through a portal. Image
Network of Fertility Specialists:

- 800 specialists who practice at ~600 provider clinic locations throughout the U.S.
- Network includes 22 of the top 25 fertility practice groups by vol in the U.S. according to 2017 CDC data (published in 2019 and is most recent data available Image
Network:

"30% of our provider clinics do not broadly participate in conventional health insurance carrier networks, meaning they contract with us and no more than one other health insurance carrier"

- Virtually every state (2 have no practicing reproductive endocrinologists)
Progyny RX:

- Can be added by clients
- Provides access to medications needed during treatments
- Progyny Rx reduces dispensing and delivery time to two days to eliminate the risk of missed treatment cycles
- Phone-based edu. 7 days a week & on-demand library of videos

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Cam Iadeluca

Cam Iadeluca Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @cameroniadeluca

3 Dec
1/ Palantir Technologies - $PLTR

I overlooked this company for far too long! Join me for a [THREAD] about the business and my bull case. This is quite long so buckle up!

Since its IPO on 9/30/2020, Palantir rocketed close to 200%.

Now up about 150% trading around $25.

👇👇 Image
2/ Overview

Palantir was founded in 2003 after the 9/11 tragedy to aid in the fight against terrorism.

Its software stack is offered to clients to help solve problems through formulating patterns that are embedded deep in mass amounts of differently structured data/data silos.
3/ Overview

This data is securely analyzed and interpreted within the Palantir software. Unlike other software platforms, Palantir notes it only allows employee access to the data specific to their need. They cannot look into what they're not supposed to see.
Read 22 tweets
2 Dec
Okta $OKTA Q3 2021 ER:

- Total Revenue: $217.4mm (+42% YoY)
- Subscription Rev: $206.7mm (+43% YoY)
- RPO: $1.58b (+53% YoY)
- Calculated Billings: $252.4mm (+44% YoY)
- Cash Flow: $43.4mm (20% of tot. rev - 7% Q3 '20)

Long $OKTA
IP Slides ImageImage
Financial Highlights Image
Read 11 tweets
2 Dec
Spotify $SPOT just released its “2020 Wrapped” to see how you listened this past year 💥🔊

Lemme see y’all’s results!

#2020Wrapped
My Top Songs

1. @brycevine
2. @dayglowband
3. Tinlicker
4. @limecordiale
5. @brckhmptn Image
Read 6 tweets
6 Nov
1/ Let's talk Alteryx - $AYX Q3 ER:

Stock is getting punished today. It's currently -15% on the day.

In my opinion, it is unfairly getting punished for a few things. I'm going to tell you why I am holding shares and my thesis is still intact.
2/ Financials:

Look, these are GOOD numbers for a company seeing small-medium size business churn because of Covid-19 and limited spend:

- Revenue: $129.7 million (+25% YoY)
- ARR: $449.5 million (+38% YoY)
- GM 92%
- 6,955 customers (+24% YoY)
- 241 net new cust
3/ I am happy with those numbers as a shareholder. Q2 and Q3 are tough quarters for $AYX. This leads me to my next point, guidance.

Every mgmt team is forced to guide numbers in a market of uncertainty. We either punish them for it, or we reward them.
Read 12 tweets
6 Nov
Good quarter for $APPN.

Guidance is low but I am holding shares. Low-code is proving to be an asset to many firms.
Solid revenue growth YoY

Margins look good also
Revenue retention is a bit choppy, but offering mix is moving away from professional services and more towards subscriptions. If they can hold customers and increase subscription as a % of rev we are in for good numbers next few yrs.
Read 4 tweets
24 Aug
1/ Snowflake released their S-1 today.

Here is a quick breakdown of the disclosure in a [THREAD].

Here is the link: sec.gov/Archives/edgar…

Quick Notes:
- Ticker $SNOW
- "Emerging growth company"
- "Reimagining data management for the cloud"
2/ Financials:

- Revenue Growth: +121% YoY
- Net Dollar Retention: 158%
- Customers: 3,117 total w/ 7 of the Fortune 10 and 146 of the Fortune 500 (9% and 26% of first half 2020 revenue, respecitively)
- $1M+ Customers: 56
3/ Daily Queries:

July 2020: Processed an avg of 507M daily quer across all customer accts, avg of 254M July 2019.

# of daily quer does not directly correlate with rev.

Rev is dependent upon the duration of such quer, type of resource used, and vol of data processed for quer"
Read 12 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!