P3 Health Partners (NASDAQ:PIII) stock is falling on Tuesday after the company sold shares and warrants to institutional investors in a recent offering. P3 Health Partners reveals in a filing with the Securities and Exchange Commission (SEC) that it issued roughly 67.4 million shares of PIII stock to institutional investors. These were sold at a price of $0.6270 each. Investors will note that each of these shares also comes with one warrant to purchase another share of PIII stock. These warrants have an exe ...

财务数据和关键指标变化 - 公司第一季度收入同比增长约29%,达到3.84亿美元 [14] - 公司第一季度医疗利润为3660万美元,即每会员每月96美元 [24] - 公司第一季度调整后EBITDA亏损1980万美元,较上年同期基本持平,每会员每月亏损52美元,较上年同期改善11美元 [30] - 公司预计全年收入将在14.5亿美元至15.5亿美元之间,医疗利润将在2.3亿美元至2.5亿美元之间,调整后EBITDA将在正20万美元至正40万美元之间 [34][35] 各条业务线数据和关键指标变化 - 公司Medicare Advantage会员人数增长23%至12.68万人,其中ACO REACH会员增加至1.1万人 [15] - 公司会员续保率提高至90%,较上年同期86%有所提升 [16] - 公司已在6个新县启动业务,新增8000-10000会员 [16] 各个市场数据和关键指标变化 - 公司每会员每月收入同比增长约8%,其中5个百分点来自风险调整,其余3个百分点来自基准提升 [14][85] - 公司医疗费用同比下降12%,达到每会员每月918美元,反映出利用率趋势正在正常化 [39][40] 公司战略和发展方向及行业竞争 - 公司与Innovaccer建立战略合作,利用其AI平台提升预测建模、质量改善和医生参与等能力 [21][44] - 公司将采取谨慎的增长策略,在现有市场深耕,同时评估适当时机进入新市场 [70][71] - 公司认为在医疗费用管理和价值型医疗方面的经验是其优势,有望从行业面临的挑战中获益 [72][73] 管理层对经营环境和未来前景的评论 - 管理层认为公司已做好实现2024年EBITDA正值的准备,包括可能的准备金释放、会员增长和持续性改善、以及利用率下降等 [36][37][38] - 新任CEO Aric Coffman表示公司的医疗服务模式和资本轻资产的优势,有望为整个医疗体系、患者以及股东创造长期可持续价值 [62][63][64] 问答环节重要的提问和回答 问题1 **Brooks O'Neil 提问** 公司是否考虑在新市场进行更积极的扩张 [68] **Aric Coffman 回答** 公司将采取谨慎的增长策略,在现有市场深耕,同时评估适当时机进入新市场 [70][71] 问题2 **Josh Raskin 提问** 公司是否考虑与Medicare Advantage计划重新谈判,调整利润分成等条款 [86] **Sherif Abdou 回答** 公司正在与Medicare Advantage计划就调整超出医疗费用的附加福利、取消费用转嫁等进行积极沟通和谈判 [88][89] 问题3 **Atul Kavthekar 回答** 公司将与第三方精算师合作,重新评估准备金水平,以更好地反映实际理赔经验 [95][96][97]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40033 P3 Health Partners Inc. (Exact name of registrant as specified in its charter) Delaware 85-2992794 (State or other jurisdiction of i ...

Exhibit 99.1 P3 Health Partners Announces First Quarter 2024 Results Dr. Aric Coffman joins P3 Health Partners as CEO Total revenue growth of 29% year-over-year Reaffirming 2024 guidance Anticipates reaching Adjusted EBITDA positive in 2024 Management to Host Conference Call and Webcast May 8, 2024 at 4:30 PM ET HENDERSON, NV—May 8, 2024—P3 Health Partners Inc. (“P3” or the “Company”) (NASDAQ: PIII), a patient-centered and physician-led population health management company, today announced its financial res ...

P3 Health Partners Inc. (NASDAQ:PIII) Q4 2023 Results Conference Call March 28, 2024 4:30 PM ET Company Participants Ryan Halsted - Gilmartin Group Sherif Abdou - Co-Founder, CEO Atul Kavthekar - CFO Amir Bacchus - CMO Bill Bettermann - COO Conference Call Participants Brooks O'Neil - Lake Street Capital Partners David Larsen - BTIG Jack Senft - William Blair Josh Raskin - Nephron Research Operator Good day, and welcome to the P3 Health Partners Fourth Quarter 2023 Earnings Conference Call. [Operator Instr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40033 P3 Health Partners Inc. (Exact name of registrant as specified in its charter) Delaware 85-2992794 (State or other jurisdiction of incorp ...

P3 Health Partners Inc. (NASDAQ:PIII) Q3 2023 Earnings Conference Call November 8, 2023 4:30 PM ET Corporate Participants Karen Blomquist - Vice President, Investor Relations Sherif Abdou - Chief Executive Officer & Co-Founder Bill Bettermann - Chief Operating Officer Atul Kavthekar - Chief Financial Officer Amir Bacchus - Chief Medical Officer Conference Call Participants Brooks O'Neil - Lake Street Capital Markets Josh Raskin - Nephron Research Gary Taylor - TD Cowen Ryan Daniels - William Blair Jenny She ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40033 P3 Health Partners Inc. (Exact name of registrant as specified in its charter) Delaware 85-2992794 (State or other jurisdiction ...

P3 Health Partners Inc. (NASDAQ:PIII) Q2 2023 Earnings Conference Call August 7, 2023 4:30 PM ET Company Participants Karen Blomquist - Vice President, Investor Relations Sherif Abdou - Chief Executive Officer & Co-Founder Bill Bettermann - Chief Operating Officer Atul Kavthekar - Chief Financial Officer Amir Bacchus - Chief Medical Officer Conference Call Participants Joshua Raskin - Nephron Research Ryan Daniels - William Blair Gary Taylor - TD Cowen Brooks O'Neil - Lake Street Capital Markets Operator ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40033 P3 Health Partners Inc. (Exact name of registrant as specified in its charter) Delaware 85-2992794 (State or other jurisdiction of in ...