P3 Health Partners | Investor Conference Presentation Deck | 19 slides

P3 Health Partners · 2024-01
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide 1
front_matter
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introduce_nominees
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front_matter
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Includes a map of US operations and two waterfall-style growth charts for membership and revenue.analyze_data
Open slide detailBeat · Problem
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summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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PMPM stands for Per Member Per Month.quantify_opportunity
Open slide detailLoop · Cost Of Inaction
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The chart shows a clear downward trend in medical costs for all cohorts compared to the rising benchmark.compare_peers
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
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The chart uses dashed lines with markers for three distinct metrics. A callout box provides the key takeaway comparing internal performance to industry trends.analyze_data
Open slide detailLoop · Cost Of Inaction
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Includes IBNR for YTD Q3'23; excludes ACO Reach; represents MA only.analyze_data
Open slide detailLoop · Hypothesis Test
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analyze_data
Open slide detailLoop · Hypothesis Test
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The slide uses a circular process diagram to represent the platform's core functions.present_solution
Open slide detailBeat · Solution
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summarize
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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The chart shows a bridge from $(128)M in 2022 to $30M in 2024G.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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state_next_steps
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The table includes adjustments for non-cash items like goodwill impairment and stock-based compensation.analyze_data
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P3 slide 18analyze_data