GoHealth's Position and Opportunity - GoHealth aims to be an integrated "navigator" in the Medicare care journey, leveraging over 100 million interactions over the past decade[9] - GoHealth has evaluated over 10 million Medicare beneficiaries, providing insights into their needs[9] Industry Problem - Medicare Advantage (MA) plan enrollment has increased by 130% since 2009, leading to issues for beneficiaries and health plan partners[10] - Beneficiaries face being overwhelmed with information and a lack of trust in the process[12] Encompass Solution - GoHealth's Encompass solution is an end-to-end approach designed to simplify the Medicare experience[13] - Encompass Connect can deliver positive net cash in Year 1, with $260 cash in compared to the LTV model's -$350 cash out, and predictable, positive margins annually[16,17]

Core Viewpoint - Holzer & Holzer, LLC is investigating GoHealth, Inc. for potential violations of federal securities laws following a complaint from the Department of Justice alleging unlawful agreements and fraudulent claims [1] Group 1: Legal Investigation - The Department of Justice filed a complaint against GoHealth on May 1, 2025, alleging that the Company knowingly entered into unlawful agreements [1] - The complaint claims that GoHealth performed acts in furtherance of a conspiracy to present false or fraudulent claims to the Government [1] Group 2: Stock Impact - Following the news of the investigation, GoHealth's stock price experienced a decline [1] Group 3: Legal Representation - Holzer & Holzer, LLC is a law firm that specializes in representing shareholders and investors in litigation, including class action and derivative litigation [3] - The firm has a history of recovering hundreds of millions of dollars for shareholders affected by fraud and corporate misconduct since its founding in 2000 [3]

GoHealth (GOCO) Conference Summary Company Overview - GoHealth specializes in helping Medicare consumers navigate their insurance options, particularly Medicare Advantage plans, which are growing rapidly in the market [4][15] - The company has been in operation for over 20 years and has facilitated over 30 million shopping experiences for Medicare consumers [9] Core Business Model - GoHealth provides a personalized shopping experience for Medicare consumers, focusing on their specific healthcare needs, such as doctor networks and drug coverage [7][10] - The company operates primarily through a telephonic model, where 100% of enrollments occur via live conversations with licensed agents [14] Market Dynamics - The Medicare Advantage market is growing at a rate of 5-7% annually, with approximately 68 million consumers in Medicare, half of whom are enrolled in Medicare Advantage plans [15][16] - Over 11,000 new Medicare consumers enter the market daily, with a majority opting for Medicare Advantage plans [16] Competitive Advantage - GoHealth claims to have the lowest customer acquisition cost (CAC) in the industry, being 17% better than public peers and nearly 50% better than the industry average [37] - The company utilizes a proprietary Plan Fit tool that leverages data from 30 million shopping experiences to match consumers with the best insurance plans [33][40] Recent Challenges and Strategic Adjustments - The company has faced challenges due to health plans being tentative about growth under the current economic model, leading to a pullback in writing new Medicare Advantage business [46][47] - GoHealth is diversifying its offerings by introducing guaranteed acceptance life insurance to stabilize agent productivity during slower periods in the Medicare market [55][58] Financial Performance - GoHealth reported material improvements in revenue and adjusted EBITDA for Q1 2024 compared to Q1 2025, driven by efficient resource deployment and an acquisition [38] - The company is working on resetting covenants with lenders due to changes in its business model and market dynamics [49][53] Future Outlook - The upcoming Annual Enrollment Period (AEP) is expected to be highly disruptive, which could lead to increased demand for GoHealth's services as consumers seek new plans [66][68] - The company anticipates a significant increase in revenue from its life insurance business in Q2 and Q3 2025 [63] Key Differentiators - GoHealth emphasizes an unbiased shopping experience, ensuring that agents recommend the best plans for consumers, even if it means advising them to stay on their current plans [21][27] - The company focuses on building long-term relationships with consumers, expecting them to return for multiple shopping experiences throughout their Medicare tenure [30] Conclusion - GoHealth is positioned in a growing market with a unique business model that prioritizes consumer needs and leverages technology to enhance efficiency and customer experience [39][88]

Core Insights - Bragar Eagel & Squire, P.C. is investigating potential claims against GoHealth, Inc. and Abacus Global Management, Inc. for possible violations of federal securities laws and unlawful business practices [1] GoHealth, Inc. (NASDAQ:GOCO) - The U.S. Department of Justice filed a False Claims Act complaint against GoHealth and other health insurance companies, alleging that from 2016 to at least 2021, they paid hundreds of millions of dollars in illegal kickbacks to brokers for enrollments in Medicare Advantage plans [2] - Following the DOJ's announcement, GoHealth's stock price dropped by $1.09 per share, a decline of 10.35%, closing at $9.44 per share on May 1, 2025 [2] Abacus Global Management, Inc. (NASDAQ:ABL) - Morpheus Research published a report alleging that Abacus Global Management is involved in an accounting scheme related to life settlements, which artificially inflates revenue by underestimating mortality rates [3] - In response to the report, Abacus Global's stock price fell by more than 21% [3]

Core Viewpoint - GoHealth, Inc. is initiated with a Strong Buy rating and a price target of $20, highlighting its position as a leading digital Medicare and health insurance brokerage utilizing AI for plan optimization and consumer activation in the U.S. [1] Group 1: Company Overview - GoHealth operates in the digital Medicare and health insurance brokerage marketplace, leveraging AI technology to enhance plan optimization and consumer engagement [1]. - The company is positioned to benefit from the growing demand for digital health insurance solutions in the U.S. market [1]. Group 2: Research Methodology - Moretus Research employs a structured framework to identify companies with durable business models and mispriced cash flow potential, focusing on U.S. public markets [1]. - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1]. - Valuation methods are based on sector-relevant multiples tailored to each company's business model, emphasizing comparability and relevance [1]. Group 3: Investment Philosophy - Moretus Research aims to identify underappreciated companies undergoing structural changes or temporary dislocations, where disciplined analysis can lead to asymmetric returns [1]. - The research reflects a commitment to capital discipline and long-term compounding, raising the standard for independent investment research [1].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of GoHealth, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Legal Investigation and Class Action - Shareholders who purchased GoHealth securities may be entitled to compensation through a class action lawsuit without any out-of-pocket fees [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses related to GoHealth [2]. Group 2: Allegations and Stock Impact - The U.S. Department of Justice announced charges against GoHealth, alleging that from 2016 to 2021, the company was involved in illegal kickbacks totaling hundreds of millions of dollars to brokers for enrollments in Medicare Advantage plans [3]. - Following the announcement of these charges, GoHealth's stock price dropped by 10.3% on May 1, 2025, and an additional 6.7% on May 2, 2025 [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time [4]. - The firm has been ranked in the top 4 for securities class action settlements since 2013 and recovered over $438 million for investors in 2019 alone [4].

Core Viewpoint - Cohen Milstein Sellers & Toll PLLC is investigating GoHealth, Inc. for potential securities fraud related to a Medicare Advantage kickback scheme following a complaint from the Department of Justice [1][5]. Group 1: Investigation Details - The U.S. Department of Justice filed a False Claims Act complaint against GoHealth, alleging that from 2016 to at least 2021, the company and several insurers paid hundreds of millions of dollars in illegal kickbacks to brokers for enrollments in Medicare Advantage plans [5]. - Following the DOJ's lawsuit announcement, GoHealth's stock price dropped by $1.09 per share, or 10.35%, closing at $9.44 per share on May 1, 2025 [5]. Group 2: Investor Information - Investors who purchased shares of GoHealth between 2016 and May 1, 2025, are encouraged to contact Cohen Milstein for more information regarding the investigation [2]. - The law firm is actively seeking additional information and assistance related to the investigation [4]. Group 3: Law Firm Background - Cohen Milstein is recognized as one of the leading plaintiffs' law firms in the U.S., with a strong track record in securities litigation, having recovered billions for investors [7].

Core Insights - GoHealth Inc. (NASDAQ: GOCO) reported a strong performance in Q1 2025, with net revenues increasing by 19.1% year-over-year to $221.0 million, driven by a significant rise in submissions [1][7] - The company achieved an operating income of $6.7 million, a notable improvement from the previous year's loss, and Adj. EBITDA grew by 56.4% to $45.1 million, highlighting operational efficiencies [1][7] - GoHealth's growth is attributed to its leadership in the Medicare-focused digital health marketplace, supported by strategic investments in technology and operational excellence [1] Financial Performance - Q1 2025 net revenues reached $221.0 million, up from $185.6 million in the same period last year, reflecting a 19.1% increase [7] - The number of submissions in Q1 2025 was 303,026, representing a 40.2% increase compared to 216,148 submissions in Q1 2024 [7] - The company launched GoHealth Protect during the quarter, indicating a focus on innovation and market expansion [7]

NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of GoHealth, Inc. (“GoHealth” or the “Company”) (NASDAQ: GOCO). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether GoHealth and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On May 1, 2025, th ...

分组1 - GoHealth reported a quarterly loss of $0.47 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.26, but an improvement from a loss of $0.89 per share a year ago, indicating an earnings surprise of -80.77% [1] - The company posted revenues of $220.97 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.77%, but showing an increase from year-ago revenues of $185.6 million [2] - GoHealth shares have declined approximately 39.3% since the beginning of the year, contrasting with the S&P 500's decline of -0.6% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$1.78 on revenues of $120.77 million, and for the current fiscal year, it is -$2.04 on revenues of $862.42 million [7] - The Zacks Industry Rank for Insurance - Life Insurance is currently in the top 31% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]