Published December 5th, 2022
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agilon health (AGL)
Citron Research Exposes the Document that agilon health was Hoping Shareholders Would Never See
Over the past 5 years, investors and private equity have jumped headfirst into any opportunity that could possibly extract profitability from the nation’s new focus on Medicare Advantage and the shift to value-based care. As many have now realized, profits in the highly regulated healthcare space are not as easy as they looked in the investor deck and some business model might never reach profitability despite their lofty promises and valuations.
It is rare that a company will admit this weakness, let alone to the highest court of the land.
Agilon’s physicians’ enablement platform is a new yet saturated business model that by their own admission is under direct attack questioning their $7 billion valuation.
Before you read the report it is important to note that despite all the rhetoric and buzzwords of agilon “transforming healthcare” and “fixing America’s broken healthcare system” is nothing more than a model created by private equity to put themselves in between the primary care physician and the insurance company.
What can go wrong there? Let agilon tell you.
Cautious Investing to All
