Jul. 31 at 3:15 PM
$CLOV My speculation- I’m restarded so take this with a grain of chromosome.
-My restarded thoughts: CLOV and Humana have likely been working together behind the scenes for almost a year. They’re currently in the “safe tech testing” phase behind closed doors, a common practice in enterprise business partnerships before any public announcement.
-Clover Health’s Counterpart Assistant follows a J-curve model, where first year cohorts initially lose money as the software learns and becomes integrated into clinical workflows. By the second year, those same cohorts become profitable, with profitability potentially improving further as the AI continues to learn and adoption deepens.
-It would have been a poor strategic move for both
$HUM and
$CLOV to announce a partnership while financial performance was temporarily pressured during the early implementation phase. (Part 2 in comment, too long).
