Call Invite Wed. Feb 10 @12:30PM ET CLOV | What Clover Is, What it is Not And None of it is Good

We started work on $CLOV a few weeks ago in response to client interest and some of the buzz around it after JPM21. We had already concluded there was "no there, there" when the Hindenburg Research report was released last week. As is so frequently the case with cut and paste short reports, the conclusion may be directionally accurate but misses many substantive and durable problems. Namely, CLOV's challenges are so foundational that no amount of fancy (or not!) technology can overcome the demands inherent in a highly regulated, mature but changing industry. All that seems likely to be gained by this de-SPACing is a lucrative exit for a few VC and PE firms that should have put this company down a long time ago.

Join us for more:

Wednesday, February 10 @12:30 PM ET (Add to Outlook Calandar) Topics to be covered: Competition for patients in Medicare Advantage is fierce Direct contracting is no pathway to TAM with CLOV's unclear path to eligibility An open network may work for tech proliferation but not for medical cost controls Low star ratings are not likely to improve Clover Assistant is no special sauce Context for some very tortured disclosures and more..

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Confirmation Number: 13716420

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Emily Evans
Managing Director – Health Policy



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