Close to adding fertility benefits manager @Progyny $PGNY

-Driving higher access to fertility treatment
-Driving down fertility treatment costs
-Proven higher success rate w/healthy births
-Network of fertility doctors larger than any comp in space

Client listhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen">

What does signing company like $UN mean?

Based on:
-5.5k https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇺🇸" title="Flagge der Vereinigten Staaten" aria-label="Emoji: Flagge der Vereinigten Staaten"> employees in $PGNY demo
-12.5% treatment-need rate
-$12,000 ave cost/treatment
-38% success (implies 2.62 treatments/person)

$UN presents $173M rev opp for entire space (not just for $PGNY) growing at double digit CAGR

Impressive financial progress:

-2020 revenue growth: 46%
-2021 revenue growth 60%
-4.7x 2021 sales
-72x 2021 earnings
-Negative 2M in OpCF over 1st 6 months of 2019
-Positive 15M in OpCF over 1st 6 months of 2020https://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen">

Competitive edge:
-Contracts with 22/25 largest OBGYN groups in America
-Contracts w/ALL largest insurers
-Integrated RX service offering 20% discounts on related medications
-Proven track record of higher success & lower cost

$PGNY. More work to be done.

Direct competitors below

Also found another private company called Carrot with a similar business model; it has 2 notable clients: @ClifBar and @stitchfix.

Nobody really close to $PGNY in size at the moment

Last thing:

CEO David Schlanger (great name) spent 15 years at WebMD steadily rising to CEO before leaving for $PGNY in 2017.

Fantastic reviews on @Glassdoor https://www.glassdoor.com/Reviews/Progyny-Reviews-E1092741.htm">https://www.glassdoor.com/Reviews/P...