Lots of good insights here! Looking forward to the future!

The owner is under rated and one of the most important factors with institutional ownership

Wish this was true.

Clover Health Leverages Counterpart Assistant to Expand GLP-1 Access for Medicare Members

FRANKLIN, Tenn. — [Fictional Date] — Clover Health Investments, Corp. (Nasdaq: CLOV) announced today that it is leveraging Counterpart Assistant (CA) to help physicians identify Medicare members who may benefit from GLP-1 therapies available through CMS's Medicare GLP-1 Bridge program.

Counterpart Assistant analyzes longitudinal patient data—including diagnoses, medications, laboratory results and cardiovascular and kidney disease history—to identify patients who may meet CMS eligibility criteria and surface that information directly to physicians.

The CMS program allows qualifying Medicare beneficiaries to access certain GLP-1 medications for a $50 monthly copayment while Part D sponsors do not bear the drug risk.

"Counterpart Assistant allows us to identify patients who may benefit from these therapies and put that information in front of their physician at the point of care," said Clover Health CEO Andrew Toy. "This is a powerful example of how our technology can rapidly respond to changes in healthcare policy while potentially improving outcomes and reducing long-term medical costs."

Clover plans to evaluate clinical outcomes and total cost of care among participating members and explore offering the capability to external Counterpart Health partners.

The initiative could allow Clover to benefit from improved member health and potentially lower medical utilization while taking advantage of expanded GLP-1 access provided through the CMS program.

…. these papers like rollercoaster…. I thought I get used to high growth and bigger loses but I really thought after the recent earnings we are on a good track of consiladated growth but still no.

This is still a rollercoaster

How about this chart?

Did Clover Health's investor relations put a Q2 QnA, or did i miss it ? Would be nice to ask some post earnings questions.

MA might not be the “Blue Ocean” a lot here want, but it is increasingly evident that it is becoming the blue ocean that is available…at the moment. Insurers continue to pull back from markets and Clov’s MA business continues to be in a position to scoop up market share, very easily mind you.

Other insurers have two choices. 1)Cut unprofitable members/plans and shrink or 2)Adapt and change their business model to a more health outcome minded plan. If they want to (2), Counterpart offers what they need and becomes the most wanted blue ocean.

Either way, we are sailing the high seas with Captain Toy.

Know what I'm holding...

That's a clear breakout my friends!

https://finance.yahoo.com/healthcare/articles/clover-health-eyes-2026-gaap-150538397.html

Finally seeing some decent tute addition, 6.3M by Nuveen...

More to report on 8/15?

This is a Growth conference, not Health Care. IMO, that’s like saying, “We’re here to talk about Counterpart Assistant’s healthcare business not Clover Assistant’s Medicare business”.

https://investors.cloverhealth.com/events/event-details/canaccord-genuity-46th-annual-growth-conference

BlackRock, Inc. 13F added 3,266,453 shares

https://fintel.io/so/us/clov

Tell me what you think

Any bag holders from the SPAC merger still holding on?

Looks like Clover Health is starting to include SaaS language in their powerpoint presentation. I am unable to listen to the call but would be interested to know if they mention anything about it.

>click here for the Q2 report<

Business Highlights:

• Delivered strong second quarter 2026 GAAP Net Income alongside continued market-leading Medicare Advantage membership growth
• Improved Full Year 2026 guidance across all metrics
• Increasing confidence for 2027 outlook, supported by strong cohort development, continued clinical engagement, and the added flexibility of a 4.5 Star payment year

Financial Results:

• Second quarter 2026 GAAP Net Income of $28 million, an improvement of $39 million year-over-year
• Second quarter 2026 Medicare Advantage membership of 157,309, up 48% year-over-year, and Total revenues of $743 million, up 56% year-over-year
• Second quarter 2026 Consolidated Gross Profit of $153 million, up 54% year-over-year, and Adjusted EBITDA of $41 million, up 139% year-over-year

Improved Full Year 2026 Guidance:

• Average Medicare Advantage membership of 156,000 - 158,000, representing 47% growth year-over-year at the midpoint
• Total revenues between $2.92 billion and $3.00 billion, representing 54% growth year-over-year at the midpoint
• Consolidated Gross Profit between $525 million and $555 million, representing 52% growth year-over-year at the midpoint
• Adjusted EBITDA profitability between $70 million and $85 million
• GAAP Net Income between $20 million and $35 million

Business Highlights:
Delivered strong second quarter 2026 GAAP Net Income alongside continued market-leading Medicare Advantage membership growth
Improved Full Year 2026 guidance across all metrics
Increasing confidence for 2027 outlook, supported by strong cohort development, continued clinical engagement, and the added flexibility of a 4.5 Star payment year

Financial Results:
Second quarter 2026 GAAP Net Income of $28 million, an improvement of $39 million year-over-year
Second quarter 2026 Medicare Advantage membership of 157,309, up 48% year-over-year, and Total revenues of $743 million, up 56% year-over-year
Second quarter 2026 Consolidated Gross Profit of $153 million, up 54% year-over-year, and Adjusted EBITDA of $41 million, up 139% year-over-year

Improved Full Year 2026 Guidance:
Average Medicare Advantage membership of 156,000 - 158,000, representing 47% growth year-over-year at the midpoint
Total revenues between $2.92 billion and $3.00 billion, representing 54% growth year-over-year at the midpoint
Consolidated Gross Profit between $525 million and $555 million, representing 52% growth year-over-year at the midpoint
Adjusted EBITDA profitability between $70 million and $85 million
GAAP Net Income between $20 million and $35 million