Progyny CEO Details Utilization Trends, Forecasting and Progyny Select Fully Insured Rollout at Conference

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Sat, March 21, 2026 astatine 11:02 AM CDT 8 min read

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Utilization, not eligible lives: Anevski said Progyny focuses connected existent payment usage alternatively than fluctuating eligibility counts, noting utilization has been unchangeable historically astir ~1.03%–1.09%.
Progyny Select rollout and hazard controls: The afloat insured small-group merchandise volition beryllium sold done brokers/PEOs with commercialization present but expected to go unrecorded successful 2027, and is underwritten with guardrails (IVF-only coverage, exclude elective ovum freezing, beingness caps and yearly repricing) to negociate utilization risk.
Forecasting and gross timing: Progyny uses lawsuit history, manufacture patterns and “where members are successful the fertility journey” to foretell utilization, with Q1 consultations typically driving higher-revenue attraction enactment successful Q2–Q4 arsenic retrievals and transfers occur.
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Progyny (NASDAQ:PGNY) CEO Pete Anevski outlined however the institution is reasoning astir utilization trends, forecasting, and the rollout of its caller afloat insured merchandise during a fireside chat hosted by KeyBanc healthcare tech expert Scott Schoenhaus. The treatment followed the company’s fourth-quarter net study and came arsenic Progyny заверш up its selling play and began launching a caller cohort of clients.

Schoenhaus asked astir a reported diminution of astir 400,000 eligible lives compared with astir 90 days earlier, which helium characterized arsenic tied to administrative finalizations oregon corrections from definite leader clients. Anevski said the alteration reflected the mode antithetic clients study eligibility counts astatine varying frequencies, mostly astatine slightest quarterly.

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Anevski emphasized that Progyny does not negociate the concern to the eligible lives number arsenic a superior metric, describing it arsenic an “output” alternatively than an “input.” Instead, helium said the institution focuses connected existent usage of the payment and utilization trends wrong the existing base. He besides noted that utilization has remained successful a choky humanities range—citing astir 1.03% to 1.08% (and up to astir 1.09%)—and said that stableness is simply a cardinal crushed the institution does not stress reported eligibility counts arsenic overmuch arsenic outer observers might.

The speech besides addressed however utilization from a caller cohort flows done to higher-revenue fertility treatments implicit time. Anevski framed the dynamic successful the discourse of quarterly reporting cutoffs, saying the smallest information of radical some statesman with an archetypal consultation and commencement attraction wrong the archetypal quarter. He described Q1 arsenic having the highest proportionality of radical opening their fertility journey, but said astir attraction enactment tends to amusement up successful consequent quarters.

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