Before the print · expectationsfrozen at T-1
What this print trades on
After the report, each one is checked against what the company said
- 1Participant census
- 2Capitation revenue per participant
- 3Medical cost ratio / external costs
- 4Center utilization / new-center ramp
- 5CMS / regulatory
- 6Adjusted EBITDA
The record · last 8 prints
Move ruler · first session
The options-implied move posts once the event straddle is read, by the night before the print.
Pricing going in · as of the 10-06 close
What the record doesn't tell you
Beat estimates 3 of 7 times. So which way does INNV go on 11‑03?
- Model lean for 11-03, and the evidence behind it
- Move band, P10 – P90
- Last 8 prints, quarter by quarter
- Peers that already reported, and how they traded