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Progyny $PGNY - 2021 JPM Healthcare Conference
Wanted to chat about it. This is a company that I have become passionate about over the past year or so.
It’s easy to fall in love with a company’s financial results, but less often do you actually love the vision and goals.
Wanted to chat about it. This is a company that I have become passionate about over the past year or so.
It’s easy to fall in love with a company’s financial results, but less often do you actually love the vision and goals.
What Progyny is doing for families continues to go under appreciated.
IMO, the market also under appreciates it.
This is company I will own and continue to buy throughout the next 10 years. I have completely bought into the vision, to offer every couple the chance at a family.
IMO, the market also under appreciates it.
This is company I will own and continue to buy throughout the next 10 years. I have completely bought into the vision, to offer every couple the chance at a family.
Employers offering fertility coverage is expected to increase from 50% to 2/3 by 2022.
A few catalysts other than infertility rates increasing:
- ESG reporting
- Attracting new talent
- Diversity, Equity and Inclusion becoming more prevalent in business
Large growing market
A few catalysts other than infertility rates increasing:
- ESG reporting
- Attracting new talent
- Diversity, Equity and Inclusion becoming more prevalent in business
Large growing market
Growth:
- <4% mkt penetration
- 100% client retention since 2016
- 25x increase in covered lives since 2016
- 53% MINIMUM rev growth for 2021
- Cash flow positive and growing rapidly
- <4% mkt penetration
- 100% client retention since 2016
- 25x increase in covered lives since 2016
- 53% MINIMUM rev growth for 2021
- Cash flow positive and growing rapidly
Customers:
It’s important to note that Progyny carves out fertility benefits from your current large carrier plans.
Healthcare should be a sum-of-the-parts approach. Get the best individualized plans to create the most effective umbrella.
$TDOC is doing this well. $PGNY assists in this.
Healthcare should be a sum-of-the-parts approach. Get the best individualized plans to create the most effective umbrella.
$TDOC is doing this well. $PGNY assists in this.
Driving life changing outcomes
These are two slides that caught my eye. Incredible growth from Progyny over the past 5 years.
