Progyny Inc (NAS:PGNY)
$ 28.09 0.54 (1.96%) Market Cap: 2.67 Bil Enterprise Value: 2.32 Bil PE Ratio: 46.05 PB Ratio: 4.72 GF Score: 87/100
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Progyny Inc at Bank of America Healthcare Conference Transcript

May 11, 2022 / 03:40PM GMT
Release Date Price: $33.06 (-2.36%)
Michael Aaron Cherny
BofA Securities, Research Division - Director

Welcome to the session for -- of the BofA Healthcare Conference. I'm Mike Cherny, the health care tech and distribution analyst. It's my pleasure to have Progyny management with us. We have Executive Chairman, former CEO, David Schlanger; and CFO, Mark Livingston. And so -- and then James Hart is in the audience for any other additional questions.

I think we're going to keep this as informal conversation. So I know you reported earnings just last week, I'll check the time. The biggest topic, it seems like, has been recently in terms of the performance and the move pieces is utilization. This is a business that's growing extremely fast, adding customers at an incredibly quick clip.

That being said, also, there's been some dynamics around COVID utilization. So as you think about those components, where do you think you are right now in the utilization cycle in terms of how fertility services are being used relative to what you would expect to see in the trendline?

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