[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@shindaejin0722](/creator/twitter/shindaejin0722) "From today I'm in $AGL agilon health. I think $2.0$2.5 is good price. I expect $X $XX in end of this year"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947421109948977385) 2025-07-21 22:19:08 UTC XXX followers, XXX engagements "By transitioning to a per member per month (PMPM) financial model and focusing on value-based care Agilon can better control cost volatility that has challenged peers like Centene. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948939410051137794) 2025-07-26 02:52:19 UTC XXX followers, XX engagements "Q1 2025 results showed signs of recovery. If Q2 shows better earnings and improved margins we may see a technical rebound to $4+. Consensus expects break-even or profitability in 2026 which could re-rate valuation significantly. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947428043057991802) 2025-07-21 22:46:41 UTC XXX followers, XX engagements "$AGL is now focusing on Medicare Advantage (MA) which is less vulnerable to Medicaid cuts even if Trump returns. This shift reduces political risk and aligns with current and future policy trends in U.S. healthcare"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947427812065075534) 2025-07-21 22:45:46 UTC XXX followers, XXX engagements "A significant portion of the VBC market is still untapped as less than XX% of Medicare has fully transitioned to value-based models. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1949249740094545986) 2025-07-26 23:25:28 UTC XXX followers, XX engagements "Agilon Health's May 2025 Strategy: Directly Addressing Key Market Challenges Agilon Healths strategy announced in May 2025 is highly relevant and well-suited to the realities revealed in Centenes Q2 2025 results. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948938046994612566) 2025-07-26 02:46:54 UTC XXX followers, XX engagements "where adverse risk selection and inadequate cost prediction contributed to sharp declines in profitability. $AGL By minimizing exposure to external variables such as regulatory swings in pharmacy benefits and focusing on controllable high-efficiency markets"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948939872225689851) 2025-07-26 02:54:09 UTC XXX followers, XX engagements "$AGL The second quarter demonstrated a healthcare environment marked by soaring medical loss ratios unpredictable patient risk pools and mounting cost pressures particularly driven by higher rates of utilization expensive pharmaceuticals"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948938248002367966) 2025-07-26 02:47:42 UTC XXX followers, XX engagements "and worsening patient acuity within government-sponsored programs. In this context $AGLs pivot toward risk-based contracts the reduction of Medicare Part D exposure and the restructuring of inefficient partnerships stand out as prudent and forward-thinking responses"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948939054906745186) 2025-07-26 02:50:54 UTC XXX followers, XX engagements "Insurer : Reduced medical costs improved risk management better population health metrics $AGL : Revenue from platform/solution fees connecting stakeholders management and analytics services"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1949252334988722288) 2025-07-26 23:35:46 UTC XXX followers, XX engagements "Membership dropped because $AGL exited high-risk regions and scaled down exposure to unprofitable Part D. While this reduced volume it improves overall risk profile and unit economics a rational move to strengthen core operations"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947427700442075451) 2025-07-21 22:45:19 UTC XXX followers, XX engagements "Summary: Leaner operations policy-aligned focus tech tailwinds and upside from mean reversion make $AGL an asymmetric bet. Not a short-term trade but a patient investment in a reshaping healthcare delivery model"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947428284737937746) 2025-07-21 22:47:39 UTC XXX followers, XXX engagements "The U.S. government estimates the 2025 VBC market size at approximately $XXX trillion. $AGL's estimated 2025 revenue in this market is about $X billion representing roughly XXXX% market share. Major competitors like UnitedHealth Group hold over XX% combined market share"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1949249371545202940) 2025-07-26 23:24:00 UTC XXX followers, XXX engagements "The VBC market is in an early growth phase driven by policy shifts digital innovation and competitive dynamics with continued expansion expected $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1949249910689440052) 2025-07-26 23:26:08 UTC XXX followers, XX engagements "AI adoption new breakthrough treatments and price transparency will reduce overall care costs. These trends benefit $AGL's value-based care model improving care outcomes while lowering expenses"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947427894856454657) 2025-07-21 22:46:06 UTC XXX followers, XX engagements "and robust data-driven management directly addresses these evolving pressures. Their focus on minimizing exposure to uncontrollable external risks adopting predictive analytics for early intervention"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948942676381896941) 2025-07-26 03:05:18 UTC XXX followers, XX engagements "driven by rising medical costs higher medical loss ratios and a more complex patient mixunderscores the need for a proactive and controlled cost management approach. $AGL's shift toward risk-based contracting selective market participation"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948941723851190533) 2025-07-26 03:01:31 UTC XXX followers, XX engagements "and restructuring inefficient partnerships clearly positions the company for greater resilience. Given these factors $AGLs May 2025 strategy is not only appropriate but essential in todays healthcare environment"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948942744778395996) 2025-07-26 03:05:34 UTC XXX followers, XX engagements "as proven by the challenges $CNC faced in Q2 2025. The direction set by $AGL serves as a strong model for broader industry adaptation supporting both financial sustainability and care quality improvement"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948942767347933695) 2025-07-26 03:05:39 UTC XXX followers, XXX engagements "This untapped segment including fee-for-service areas rural/small PCP groups and emerging services like telehealth represents hundreds of billions to trillions of dollars in potential. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1949249830007849173) 2025-07-26 23:25:49 UTC XXX followers, XX engagements "In light of Centene's ($CNC) second quarter 2025 results agilon health's ($AGL) strategy announced in May 2025 demonstrates exceptional alignment with current market challenges. The deteriorating profitability observed at Centene"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948941621283725555) 2025-07-26 03:01:06 UTC XXX followers, XXX engagements "Structure of Value based care Patient :Lower out-of-pocket costs better health management encouraged preventive care Physician : Incentives based on patient outcomes focus on prevention and chronic care data-driven management $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1949252081141137654) 2025-07-26 23:34:46 UTC XXX followers, XX engagements "$AGL Moreover the companys investment in data-driven predictive analytics and early intervention tools allows more proactive management of high-risk populations. This is particularly apt as illustrated by Centenes experience"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948939549864067097) 2025-07-26 02:52:52 UTC XXX followers, XX engagements "Agilon is charting an optimal path for sustainable growth and reduced financial risk. The core principles of Agilons May 2025 strategy are not only timely but essential for navigating the complexities highlighted in Centenes latest results. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948940408677171280) 2025-07-26 02:56:17 UTC XXX followers, XX engagements "In summary $AGLs strategic direction is exactly what current U.S. healthcare market conditions demand. The lessons from Centenes Q2 earnings underscore the urgent need for predictive cost management robust data infrastructure and streamlined partnerships"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1948940583525052766) 2025-07-26 02:56:59 UTC XXX followers, XX engagements "Risk remains in execution competition (e.g. UnitedHealth) and funding for expansion. But the market seems to have priced in much of the downside. At $XXX the risk/reward is compelling for a medium-term recovery trade. $AGL"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947428180685656365) 2025-07-21 22:47:14 UTC XXX followers, XXX engagements "July 2025 Started a position in Agilon Health ( $AGL) at $XXX. The stock dropped from $X to $X after weak Q1 results and declining members but has been forming a bottom for X months. Historically AGL bounced from $X to $XX even traded at $1020 in past cycles"  [@shindaejin0722](/creator/x/shindaejin0722) on [X](/post/tweet/1947427584775754051) 2025-07-21 22:44:52 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@shindaejin0722
"From today I'm in $AGL agilon health. I think $2.0$2.5 is good price. I expect $X $XX in end of this year"
@shindaejin0722 on X 2025-07-21 22:19:08 UTC XXX followers, XXX engagements
"By transitioning to a per member per month (PMPM) financial model and focusing on value-based care Agilon can better control cost volatility that has challenged peers like Centene. $AGL" @shindaejin0722 on X 2025-07-26 02:52:19 UTC XXX followers, XX engagements
"Q1 2025 results showed signs of recovery. If Q2 shows better earnings and improved margins we may see a technical rebound to $4+. Consensus expects break-even or profitability in 2026 which could re-rate valuation significantly. $AGL" @shindaejin0722 on X 2025-07-21 22:46:41 UTC XXX followers, XX engagements
"$AGL is now focusing on Medicare Advantage (MA) which is less vulnerable to Medicaid cuts even if Trump returns. This shift reduces political risk and aligns with current and future policy trends in U.S. healthcare" @shindaejin0722 on X 2025-07-21 22:45:46 UTC XXX followers, XXX engagements
"A significant portion of the VBC market is still untapped as less than XX% of Medicare has fully transitioned to value-based models. $AGL" @shindaejin0722 on X 2025-07-26 23:25:28 UTC XXX followers, XX engagements
"Agilon Health's May 2025 Strategy: Directly Addressing Key Market Challenges Agilon Healths strategy announced in May 2025 is highly relevant and well-suited to the realities revealed in Centenes Q2 2025 results. $AGL" @shindaejin0722 on X 2025-07-26 02:46:54 UTC XXX followers, XX engagements
"where adverse risk selection and inadequate cost prediction contributed to sharp declines in profitability. $AGL By minimizing exposure to external variables such as regulatory swings in pharmacy benefits and focusing on controllable high-efficiency markets" @shindaejin0722 on X 2025-07-26 02:54:09 UTC XXX followers, XX engagements
"$AGL The second quarter demonstrated a healthcare environment marked by soaring medical loss ratios unpredictable patient risk pools and mounting cost pressures particularly driven by higher rates of utilization expensive pharmaceuticals" @shindaejin0722 on X 2025-07-26 02:47:42 UTC XXX followers, XX engagements
"and worsening patient acuity within government-sponsored programs. In this context $AGLs pivot toward risk-based contracts the reduction of Medicare Part D exposure and the restructuring of inefficient partnerships stand out as prudent and forward-thinking responses" @shindaejin0722 on X 2025-07-26 02:50:54 UTC XXX followers, XX engagements
"Insurer : Reduced medical costs improved risk management better population health metrics $AGL : Revenue from platform/solution fees connecting stakeholders management and analytics services" @shindaejin0722 on X 2025-07-26 23:35:46 UTC XXX followers, XX engagements
"Membership dropped because $AGL exited high-risk regions and scaled down exposure to unprofitable Part D. While this reduced volume it improves overall risk profile and unit economics a rational move to strengthen core operations" @shindaejin0722 on X 2025-07-21 22:45:19 UTC XXX followers, XX engagements
"Summary: Leaner operations policy-aligned focus tech tailwinds and upside from mean reversion make $AGL an asymmetric bet. Not a short-term trade but a patient investment in a reshaping healthcare delivery model" @shindaejin0722 on X 2025-07-21 22:47:39 UTC XXX followers, XXX engagements
"The U.S. government estimates the 2025 VBC market size at approximately $XXX trillion. $AGL's estimated 2025 revenue in this market is about $X billion representing roughly XXXX% market share. Major competitors like UnitedHealth Group hold over XX% combined market share" @shindaejin0722 on X 2025-07-26 23:24:00 UTC XXX followers, XXX engagements
"The VBC market is in an early growth phase driven by policy shifts digital innovation and competitive dynamics with continued expansion expected $AGL" @shindaejin0722 on X 2025-07-26 23:26:08 UTC XXX followers, XX engagements
"AI adoption new breakthrough treatments and price transparency will reduce overall care costs. These trends benefit $AGL's value-based care model improving care outcomes while lowering expenses" @shindaejin0722 on X 2025-07-21 22:46:06 UTC XXX followers, XX engagements
"and robust data-driven management directly addresses these evolving pressures. Their focus on minimizing exposure to uncontrollable external risks adopting predictive analytics for early intervention" @shindaejin0722 on X 2025-07-26 03:05:18 UTC XXX followers, XX engagements
"driven by rising medical costs higher medical loss ratios and a more complex patient mixunderscores the need for a proactive and controlled cost management approach. $AGL's shift toward risk-based contracting selective market participation" @shindaejin0722 on X 2025-07-26 03:01:31 UTC XXX followers, XX engagements
"and restructuring inefficient partnerships clearly positions the company for greater resilience. Given these factors $AGLs May 2025 strategy is not only appropriate but essential in todays healthcare environment" @shindaejin0722 on X 2025-07-26 03:05:34 UTC XXX followers, XX engagements
"as proven by the challenges $CNC faced in Q2 2025. The direction set by $AGL serves as a strong model for broader industry adaptation supporting both financial sustainability and care quality improvement" @shindaejin0722 on X 2025-07-26 03:05:39 UTC XXX followers, XXX engagements
"This untapped segment including fee-for-service areas rural/small PCP groups and emerging services like telehealth represents hundreds of billions to trillions of dollars in potential. $AGL" @shindaejin0722 on X 2025-07-26 23:25:49 UTC XXX followers, XX engagements
"In light of Centene's ($CNC) second quarter 2025 results agilon health's ($AGL) strategy announced in May 2025 demonstrates exceptional alignment with current market challenges. The deteriorating profitability observed at Centene" @shindaejin0722 on X 2025-07-26 03:01:06 UTC XXX followers, XXX engagements
"Structure of Value based care Patient :Lower out-of-pocket costs better health management encouraged preventive care Physician : Incentives based on patient outcomes focus on prevention and chronic care data-driven management $AGL" @shindaejin0722 on X 2025-07-26 23:34:46 UTC XXX followers, XX engagements
"$AGL Moreover the companys investment in data-driven predictive analytics and early intervention tools allows more proactive management of high-risk populations. This is particularly apt as illustrated by Centenes experience" @shindaejin0722 on X 2025-07-26 02:52:52 UTC XXX followers, XX engagements
"Agilon is charting an optimal path for sustainable growth and reduced financial risk. The core principles of Agilons May 2025 strategy are not only timely but essential for navigating the complexities highlighted in Centenes latest results. $AGL" @shindaejin0722 on X 2025-07-26 02:56:17 UTC XXX followers, XX engagements
"In summary $AGLs strategic direction is exactly what current U.S. healthcare market conditions demand. The lessons from Centenes Q2 earnings underscore the urgent need for predictive cost management robust data infrastructure and streamlined partnerships" @shindaejin0722 on X 2025-07-26 02:56:59 UTC XXX followers, XX engagements
"Risk remains in execution competition (e.g. UnitedHealth) and funding for expansion. But the market seems to have priced in much of the downside. At $XXX the risk/reward is compelling for a medium-term recovery trade. $AGL" @shindaejin0722 on X 2025-07-21 22:47:14 UTC XXX followers, XXX engagements
"July 2025 Started a position in Agilon Health ( $AGL) at $XXX. The stock dropped from $X to $X after weak Q1 results and declining members but has been forming a bottom for X months. Historically AGL bounced from $X to $XX even traded at $1020 in past cycles" @shindaejin0722 on X 2025-07-21 22:44:52 UTC XXX followers, XXX engagements