Progyny, Inc.

Q1 2024 Earnings Conference Call

5/9/2024

speaker
Operator
Good day, everyone, and welcome to the Progeny, Inc. first quarter 2024 earnings call. At this time, all participants have been placed on a listen-only mode, and we will open the floor for your questions and comments after the presentation. It's now my pleasure to turn the floor over to your host, James Hart. James, the floor is yours.
speaker
James
Thank you, Tom, and good afternoon, everyone. Welcome to our first quarter conference call. With me today are Peter Neske, CEO of Progeny, Michael Stermer, President, and Mark Livingston, CFO. We will begin with some prepared remarks before we open the call for your questions. Before we begin, I would like to remind you that our comments and responses to your questions today reflect management's views as of today only, and will include statements related to our financial outlook for both the second quarter and full year 2024, and the assumptions and drivers underlying such guidance. The demand for our solutions, our expectations for our selling season for 2025 launches, anticipated employment levels of our clients and the industries that we serve, the timing of client decisions, our expected utilization rates and mix, the potential benefits of our solution, our ability to acquire new clients and retain and upsell existing clients, our market opportunity, and our business strategy, plans, goals, and expectations concerning our market position, future operations, and other financial and operating information, which are forward-looking statements under the federal securities law. Actual results may differ materially from those contained in or implied by these forward-looking statements due to risks and uncertainties associated with our business, as well as other important factors. For a discussion of the material risks, uncertainties, assumptions, and other important factors that could impact our actual results, please refer to our SEC filings and today's press release, both of which can be found on our Investor Relations website. Any forward-looking statements that we make on this call are based on assumptions as of today, and we undertake no obligation to update these statements as a result of new information or future events. During the call, we will also refer to non-GAAP financial measures, such as adjusted EBITDA, adjusted EBITDA margin on incremental revenue, and adjusted earnings per share. More information about these non-GAAP financial measures, including reconciliations with most comparable GAAP measures, are available in the press release, which is available at investors.progeny.com. I would now like to turn the call over to Pete.
speaker
Pete
Thanks, Jamie. Thanks, everyone, for joining us. We had a strong first quarter overall, making meaningful progress in the areas that are most impactful to our long-term growth. This includes a strong start to our most recent selling season and the advancement of new strategic partnerships, both of which I'll address in a few moments. In the first quarter, our continued focus on operational excellence allowed us to expand our adjusted EBITDA margins as compared to the first quarter a year ago, and we also produced our best first quarter operating cash flow. Despite these results, you've likely seen from the press release that the quarter unfolded differently than we had expected on the top line, as utilization for the first quarter came in modestly lower than we had expected. This coincided with the national conversations about fertility treatment and access to maternal health care that were sparked by the Alabama Supreme Court decision in February. I'll spend a few minutes walking you through this dynamic to help you appreciate why this doesn't alter our view of the long-term trajectory of the business, particularly since we're seeing Q2 utilization that is consistent with or better than prior years, although not quite as strong as it was in 2023. As a quick refresher on what informed our first quarter expectations, a year ago, utilization started strong in January and then continued to climb to record levels that persisted for much of 2023. This year, at the time of our February call, utilization for Q1 was pacing on virtually identical track as it had been in the prior year period. However, unlike last year, we began to see the ramp in member activity leveling off slightly in March, coinciding with the national conversations about women's access to reproductive health care sparked by the Alabama Supreme Court ruling. And even so, utilization remained quite healthy at 0.46%. In fact, higher than our utilization from the first quarter two years ago, but modestly lower than the 0.48 it was a year ago, which had formed the basis for our expectations. As our guidance has always been informed by what we're seeing at that time, with the unexpected leveling off and the ramp of activity, revenue this quarter was less than what we had expected. While we can't be certain why members don't take action, as no one contacts us to say why they're not doing something, we examine the QN activity by client, by industry, by region, and by clinical partner. And only one noticeable pattern emerged. The modest dip in activity that we saw across the country was more pronounced in the states where the most restrictive laws for women's reproductive healthcare, suggesting that a relatively small number of members were proceeding with a greater degree of caution before commencing their fertility journey. As the second quarter begins, utilization has remained healthy at levels that remain above 2022 and below 2023, which further reinforces the confidence we have about all the long-term trends remaining intact. The market data reveals how the macro trends remain highly supportive for our continued long-term growth. The incidence and prevalence of infertility continues to rise as people increasingly defer family building to later in life. And family building continues to be a high priority, particularly amongst people over 30 who are medically most likely to need fertility care as natural conception becomes more challenging as we age. And while overall birth rates are declining in the U.S., that's really being driven by women under 34 who, in making the decision to defer family building, are actually reinforcing the longer-term tailwind for the fertility industry as they will be the ones expanding the cohort of patients needing care once they approach their mid-30s. With the macro trends remaining very favorable, the modest variations we can see in utilization from period to period, where it's sometimes a bit higher, sometimes a hair lower, are far less indicative to our long-term success than the overall trend line is. And like any company, there are many drivers to our business. Of the areas that are within our control, which spans everything from member experience to clinical outcomes to client satisfaction and more, We set rigorous goals that we continue to meet or exceed, and we're extremely pleased with how 2024 has begun in each of these areas as well. And also, in any year, the most impactful driver to growth is our go-to-market success, which includes new sales, renewals, and upsells. So let's turn to the progress we're making in the current selling season. Though this season is just getting underway, we're extremely pleased with our active pipeline, which is favorable to what it was this time last year. And in November, we told you about the robust pipeline of not-now opportunities that we're carrying over into 2024. As in every year, there are certain prospects who, for a variety of reasons, weren't in a position at the time to add a fertility benefit or change their existing provider. We begin each season by reengaging with the not-nows, as they may now be in a better position to make a decision. Conditionally, the not-nows represent the majority of the early commitments we receive, and 2024 is proving to be no different, with strong early commitments from leading brands in healthcare, auto manufacturing, travel and leisure, and media, as well as multiple state and local government populations. This is a further demonstration of the flywheel effect, where our presence in an industry deepens once we win an initial account, and we see others in that industry look to maintain benefits parity by adding or improving their coverage. The season is also off to a strong start in terms of new pipeline built, including the average size of opportunities versus the prior year. We're generating additional pipeline through all the typical channels, including through our partnerships, conferences, targeted events, inbounds, introductions from the benefit components, and direct outreach. Now turning to upsells, the activity thus far is also very positive. There's a number of pathways to expand our relationship we've seen historically seen to 20 to 25% of the base take additional services each year. This year, our upsell cadence includes our newest services in menopause, maternity and postpartum care, and we're pleased with the response we've seen thus far. We expect these new services to represent a smaller contribution to our results than our fertility offering, as they are case rates, not medical claims, but will increase the diversity in our portfolio and broaden our reach to more members. And as usual, clients may also look to expand by adding to their existing fertility coverage with more smart cycles or other services such as preservation. In November, we told you about our first federal government population, which represents about 300,000 covered lives. Although that benefit is narrower than our usual offering and its contribution to our financial results is nominal, we continue to look at this as a beachhead opportunity as conversations of expanding coverage are encouraging at this point. We're also advancing several new channel partner relationships, including some of the most prominent health plans in the U.S., which upon completion would add to our existing agreements with CVS Health, Evernorth, Vistia Health, and further expand our go-to-market reach. These partnerships will help lay the groundwork to both accelerate our current market focus and offer opportunities into new segments. To conclude, we believe the engagement we're seeing in our current selling season demonstrates both the strong demand in the market as well as our position as the provider of choice for fertility and family building solutions. In every sales year, we look to grow the incremental covered lives as compared to the prior year. Although it's very early, given the strength we're seeing in the sales season thus far, we believe we're on track to meet that objective. We believe the momentum we're seeing across many areas of our business demonstrates that our market opportunity remains vast and we are in our strongest ever competitive position relative to other solutions in the market. Let me now turn the call over to Mark.
speaker
Mark
Thank you, Pete, and good afternoon, everyone. I'll begin with our first quarter results and then provide our expectations for the second quarter and the full year. First quarter revenue was $278.1 million, reflecting growth of approximately 8%. primarily due to an increase in the number of clients and covered lives as compared to a year ago. I'll remind you that first quarter revenue was negatively impacted by a $15 million treatment mix shift that we discussed with you on our February call. As expected, this shift was short-lasting as mix returned to what we would typically expect to see for the balance of Q1 and is trending normally as the second quarter gets underway. However, as Pete discussed, first quarter growth was also impacted by a slightly lower level of utilization as compared to the year ago period. Female utilization in the first quarter was 0.46%, which compared to 0.48% in the first quarter a year ago. I'll remind you that the 0.48% was the highest quarterly utilization rate we had ever reported at that time. I'll note that utilization does not include the 300,000 members in the federal population, given that their plan design, as it is today, doesn't include services that we measure in our utilization rate. In a comparative sense, utilization rate for the first quarter of 2024 is just 4% below that peak, while also comparing favorably to the .45% reported in the first quarter of 2022. In fact, we believe the relative consistency in utilization over these past few years, where utilization has persisted within a relatively narrow range in each period, reflects both the prevalence of infertility as a medical condition, as well as the importance of family building medical care for our members. The visibility we have thus far into 2Q activity reveals that engagement has persisted at a similar level, namely lower than the record level that we saw in 2023, but higher than what we saw in 2022, which suggests that we aren't seeing the emergence of a new underlying trend. Turning now to our other business metrics in the quarter, Approximately 14,800 art cycles were performed in Q1, reflecting a 12% increase over the first quarter last year. As of March 31st, we had 451 clients with at least 1,000 lives, representing an average of 6.4 million covered lives. This compared to 379 clients and an average of 5.3 million covered lives a year ago, reflecting approximately 20% growth in lives. As we told you last quarter, a number of our newest clients are scheduled to go live in Q2 and Q3. Taking into account the clients who have already launched in the second quarter, we have over 460 clients today who represent approximately 6.5 million covered lives. With the launches scheduled between now until early Q3, as well as a limited amount of organic growth that we expect to see from the existing base, we anticipate an additional 200,000 covered lives this year. This will take us to 6.7 million lives overall, and we have reflected that in the progression of our guidance over the balance of 2024. Taking a deeper look at our financial results, medical revenue increased 8% in the quarter to 169.8 million, while pharmacy revenue over the same period increased 7% to 108.3 million. The lower rate of pharmacy growth versus medical primarily reflects the impact of the previously disclosed treatment mix shift. which disproportionately impacts pharmacy revenue given that the more extensive fertility treatments involve a higher level of medication. Turning now to our margins and operating expenses, gross profit increased 6% from the first quarter last year to $62.4 million, yielding a 22.4% gross margin, comparable to the margin from the first quarter of 2023. Sales and marketing expense was 5.6% of revenue in the first quarter, consistent with the year-ago period. Our model affords us the flexibility to continue to meaningfully expand our go-to-market resources given the inherent leverage we gain through the success in new client acquisition and from our high rate of client retention. G&A was 10.2% of revenue as compared to 11.4% in the first quarter a year ago. The 120 basis point improvement is primarily due to efficiencies that we continue to realize in our back office operations and reflecting our expanding margins on G&A even as we grow revenue. Adjusted EBITDA grew in line with revenue this quarter to 50.3 million, within our guidance, despite the lower than expected revenue. Adjusted EBITDA margin was 18.1% in the quarter as compared to 17.9% in the year-ago period. Because of our continued revenue growth and the operating efficiencies we continue to realize, adjusted EBITDA margin on incremental revenue, which most clearly highlights the rate of margin capture as we realize as we grow, was 20% in the first quarter. This demonstrates the leverage that we continue to realize in our business model. Net income was $16.9 million in the quarter or $0.17 per diluted share. This compared to net income of $17.7 million or $0.18 per share in the year-ago period. The decline was primarily due to a provision for income taxes in the current period as compared to a small benefit for taxes in the prior period. which more than offset the 38% increase in income before taxes. Adjusted earnings per diluted share, or earnings excluding the impact of stock-based compensation, taking into account any associated tax impacts, was 39 cents in the period. This compared to 34 cents in the first quarter a year ago and exceeded the high end of our guidance. Turning now to our cash flow and balance sheet. Operating cash flow in the first quarter was $25.7 million, as compared to 21 million generated in the year-ago period. The improvement was due primarily to our higher profitability as well as normal timing items that can impact any given quarter. The modest increase in DSO from year-end is due primarily to the seasonality in cash flow that we typically see at the beginning of each year as we work to establish carrier integrations and payment flows with our newest clients. With the expertise we've gained in managing this process across hundreds of clients, We generally see the flows for these new clients operating normally by the second quarter following their launch. DSO as of March 31st also reflects an increase in working capital due to the situation at Change Healthcare. Although we haven't been notified that any of our member data was exposed, for those providers who submit their claims through Change, claims processing and therefore payment and collection cycles were elongated because of the manual processes that were implemented as a workaround solution. As those systems slowly return to normal, those cycles are improving. Looking across the remainder of the year, we continue to expect that we will convert approximately 75% of our full-year adjusted EBITDA into operating cash flow in 2024. As of March 31st, we had total working capital of approximately $476 million, reflecting $372 million of cash, cash equivalents in marketable securities, and no debt. In late February, our board authorized a 100 million share repurchase program. As of March 31st, we'd repurchased more than 720,000 shares for approximately $26 million. With the activity thus far in Q2, nearly 2 million shares have been repurchased and approximately 32 million remains under the existing authorization. Turning now to our expectations for the second quarter and the rest of the year. Throughout our history as a public company, our approach has always been to set ranges that are informed by both historical trends and also what we're currently seeing. This is the same approach we followed last year when we were in a position to raise guidance multiple times as utilization continued to trend upward for most of the year. For the second quarter, we are assuming that the utilization rate will be steady, which is what we saw in April and continue to see as compared to the 4.46 rate in Q1. resulting in revenue of 300 to 310 million. I'll remind you that our utilization in the second quarter a year ago was the highest quarterly rate we've ever reported. Therefore, the 9% revenue growth we're expecting at the midpoint of this range reflects this challenging comparison. For the full year, we now expect revenue of between 1.23 to 1.27 billion, reflecting growth of 15% at the midpoint. Our range assumes that utilization in the second half of the year will be nearer to what we saw in 2022 at the low end and closer to what we saw in 2023 at the high end. Turning to our profitability, we expect adjusted EBITDA of 52 to 55 million in the second quarter and net income of 15.7 to 17.8 million. This equates to 16 and 18 cents earnings per diluted share or 39 and 41 cents of adjusted EPS on the basis of approximately 99 million fully diluted shares. For the year, we now expect adjusted EBITDA of 216 to 226 million, along with net income of 68.4 to 75.4 million, with the revisions incorporating the drop through impacts of the change in revenue, albeit reflecting the higher level of profitability we're already seeing. This equates to 68 and 75 cents earnings per diluted share or $1.61 and $1.68 of adjusted EPS on the basis of approximately 100 million fully diluted shares. I'll remind you that our net income projections do not contemplate any discrete income tax items. At the midpoints of this guidance, we are expecting to see the continued expansion of our margins in 2024 with adjusted EBITDA margin on incremental revenue of over 20%. With that, I'll turn the call back over to Pete for some closing remarks.
speaker
Pete
Thanks, Mark. As we look into the future, we believe we're well positioned to continue expanding the top line at a strong rate, driven by several factors. First, we remain in the earliest days of penetrating a very significant and growing core market opportunity with large self-insured employers. Second, our expanding roster of channel partners, which enhance our market presence and broaden our reach. Third, our expansion into additional verticals, including federal and state governments, where we've already had initial success and eventually the middle markets adds meaningfully to our addressable market. And fourth, our new products and services to address life's other milestones beyond fertility and family building, which are expected to contribute a higher gross margin as we leverage our existing infrastructure in the delivery of those services. Taking all of those components into account, we believe will continue to take market share for the foreseeable future. We look forward to discussing these drivers to our business in greater detail during our first ever analyst day, which we expect to hold shortly after the release of our second quarter earnings in August. Details will be released later this summer, and we hope you'll be able to join us. With that, I'd like to open up the call for questions. Operator, can you please provide the instructions?
speaker
Operator
Certainly. The floor is now open for questions. If you wish to join the queue to ask a question at this time, please press star one on your telephone keypad. We do ask if listening on speakerphone today that you pick up your handset while asking your question to provide optimal sound quality. Once again, that will be star one on your telephone keypad at this time. If you wish to join the queue to ask a question, please hold a moment while we poll for questions. And the first question today is coming from Anne Samuel from J.P. Morgan. Anne, your line is live. Please go ahead.
speaker
Anne Samuel
Hi, guys. Thanks for taking the question, and thanks for all of the color. Maybe just one on some of the issues that you're seeing around utilization. You know, given patients are proceeding with caution in some of these states that are affected by more restrictive reproductive regulations, are you seeing employers in their states, you know, being more hesitant to add the benefit as well, or is it really just, you know, kind of limited to utilization at this point?
speaker
Pete
Yeah, hey, this is Michael. Limited to utilization at this point, we haven't heard or seen any sort of hesitation from an employer perspective.
speaker
Anne Samuel
That's great to hear. And then maybe just, you know, as we look into the back half of the year, just curious if you could talk about, you know, what your expectations are around utilization and maybe just, you know, what's kind of giving you confidence in that recovery trajectory? Thanks.
speaker
Mark
Yeah. Hi, Andy. Thanks for the question. So I'll actually take the second part first. So we've seen as we've entered into the second quarter, utilization improved back from the activity that we were seeing in March. So that we're, you know, back in a level that's between what we were seeing in 22 and 23. Again, based on my prepared comments, albeit not as high as what we saw certainly in Q2 for 2023. So we are seeing that improvement already. So the range contemplates, especially for the back half, so the Q2 contemplates what we're seeing today and a continuation of that. For the back half of the year, the range basically reflects a modest increase in utilization versus what we saw in Q1 and we're now seeing in Q2, a few percentage points, which brings us not quite to the same levels that we saw at the second half of 2023, but closer to that. And then conversely, the low end of the range contemplates a slight reduction in the level of utilization that we're seeing today, which actually brings us slightly below what we saw from our utilization rate for 2022. So we've framed it around, again, what our history has been for these last couple of years.
speaker
Andy
That's very helpful. Thank you.
speaker
Operator
Thank you. Your next question is coming from Michael Cherney from Lyric. Michael, your line is live. Please go ahead.
speaker
Michael Cherney
Good afternoon. Thank you for taking the questions. I guess I have one question, but covering two different areas. and this is basically diving in a bit more into some of the utilization dynamics you're seeing. Obviously, I know a hot topic, but if you can give us a little more cohort information, first on some of the new member base and what you're seeing in utilization in terms of the lives you've added this year versus previous years, and then second, if you can give us any trending dynamics on what you're seeing on the utilization side in the less restrictive states post the Alabama decision and how that factors in to the underlying utilization views for the business as a whole.
speaker
Pete
Yep. Thanks, Mike. As it relates to the first question, first-year utilization for the cohort that launched this year is similar to other cohorts in prior years. The second part of your question, part of the improvement that Mark's referring to off of what we saw in March that we're now seeing in April is some of those red states, if you will, that are improving off of the trough in March that we saw with them. And so that is part of the improvement already.
speaker
Michael Cherney
I'll hop back in the queue. Thanks.
speaker
Operator
Thank you. Your next question is coming from Glenn Santangelo from Jefferies. Glenn, your line is live. Please go ahead.
speaker
Glenn Santangelo
Yeah, thanks for taking my questions. Just two quick ones for me. You know, I also want to follow up on this utilization question in the back half because, you know, Mark, if you look at the guidance, I mean, you're calling for 8.5% revenue growth in the first half. And then to get to the midpoint of your guidance, you're going to need 21% growth in the second half. And you said you're sort of modeling utilization off of somewhere between 22 and 23, what we saw in those two years. But isn't the consumer in a different place today versus a year or two years ago? And I guess what gives you confidence that we're going to see those historical utilization trends. And then I just had a quick follow-up on the selling season.
speaker
Mark
Yeah, so if you try to look at first half, second half, you have to remember there's a couple of key pieces that are contributing to the second half. So first, we've already called out the mix issue in Q1, which is clearly behind us. That was $15 million right there. So obviously, you have to normalize for that. We also mentioned that we've got a couple of hundred thousand new lives that are starting through the end, through the back half of second quarter into Q3, which will contribute as we go forward. And as I said, we're already seeing that utilization move back to that level. And again, as we said in our prepared remarks, the first couple of months of activity for this year, we're tracking identically to last year, which was our record year. So you know, intuitively that cohort of members and patients does have the capability of driving that utilization at some stage. And I think part of the question is, so I don't know if, you know, member sentiment, if you will, you know, has, you know, completely shifted since February. We saw some, you know, decline in activity in March. Of course, we don't know for sure, but certainly coincides pretty pretty clearly with the Alabama decision and people's reflection on when they would want to move forward. And to the extent that it's already improving here in April, I mean, that gives us some confidence that we will likely, and that's why our guidance reflects it, land between 2022, which was measurably lower, and 2023, which was our record year.
speaker
Glenn Santangelo
Okay, perfect. I appreciate the details. Hey, Pete, if I could just follow up on the selling season. It feels like you know, every year, you know, you tell us roughly about this time that you're trending ahead of where you were in the year prior. And, you know, that's always been the case, which is great, except for, you know, last year, probably came in maybe a little bit lighter than what we were expecting. And, you know, I think you go into these years with the goal of adding at least as many lives as last year. So is the goal this year 1.3 million lives? And I guess, how are you measuring your progress thus far? Is it Is it conversations you're having? Is it commitments to date? Do you measure it by lives, clients? Any sort of color on how you measure the selling season at this point would be helpful. Thanks.
speaker
Pete
Sure. To go to the first part of your question, yes, it's the 1.3 million lives that we're looking to meet or exceed. The second part of your question is the active pipeline for us when we talk about it has very strict definitions in terms of of sales activities, not just conversations. It's different types of milestones relative to progress with those prospective clients. And so when we talk about active pipeline being ahead of last year, that's what we're referring to. When we talk about the average deal size being larger than last year, that's what we're referring to versus this point last year. Pipeline builds, sales pipeline builds throughout the sales season. And all we could do is look at, and always do, look at where we're at relative to prior year. Now, last year, if you recall, was a slightly more difficult year where you had macroeconomic conditions and for the majority of the year, a looming recession. And it wasn't just our benefit, it was overall benefit decisions that you know, were not as robust as they were in prior years. And so that's what we believe impacted last year a little bit. And despite that, we were really pleased with the season. And we talk about, you know, early commitments. Yeah, definitely early commitments are also what we look at. Again, you know, period to date versus a year ago when we make these comments.
speaker
Glenn Santangelo
Okay, thanks for all the details.
speaker
Operator
Thank you. Your next question is coming from Jalendra Singh from Truist. Jalendra, your line is live. Please go ahead.
speaker
Jalendra Singh
Thank you, and thanks for taking my question. My first question is around the business visibility. So utilization shortfall this quarter combined with the issue of utilization mix shift, that does raise the question of visibility in the business. And I understand there could be always some variability in the business, but can you spend some time on how much forward visibility generally you have in your business considering that the company gets involved in very early in a patient's journey. The gist of my question actually is that you called out multiple times, 2023 was a record year, but you still assume that those utilization levels stay at those levels and you should guidance a few months back only to lower the guidance a quarter later. So help us better understand how we should get comfortable around the visibility of your business.
speaker
Mark
So the way that our business works is that members call and engage with us to use their benefit. And they will do that and schedule appointments with providers. And there'll be a window of time where those appointments will be authorized for. And that period generally gives us four to perhaps six weeks, four to some degree, six weeks to a lesser degree, visibility to the volume of appointments that are being scheduled. So, for example, when I'm sitting at the end of February, I'm looking at a series of appointments that were scheduled for February for which we've not received claims or have a formal confirmation that an appointment has actually happened. And I'm looking forward into the month of March for appointments that have been scheduled, which may move, they may cancel, they may change they may be renewed from another period of time. So with that being said, to get to your point or get to the point, we're looking at four to six weeks forward and also looking backwards for four weeks or so to confirm the appointments that we believe have been scheduled and have happened.
speaker
Jalendra Singh
So when you issued your reported Q4, you did not have much visibility on March that this was happening? to make sure I understand that.
speaker
Pete
Did not. And although we have visibility to the next month and up to six weeks, I think the important point to understand is appointments are being scheduled throughout the month of March, not just at the end of February and all scheduled already in March. So I think that's the nuance, I think, in that data point, right? So what we do and what we always do, sort of noted from the conversation we had about sales activity, is we look at that what's scheduled at that point versus what was scheduled again a year ago, what's been happening already in January and February versus a year ago, and those are the comments we made, and that's what the basis for the guidance was, where literally to the 100th basis point, we were on point to a year ago through the end of February at the time that we reported in terms of what was scheduled, and then Although there's decent visibility into March, it's not complete visibility by far. More activity has to be booked, and that's the leveling off we're referring to that in the prior year we didn't see in March. And we saw a little bit more leveling off this year that although impacting the guidance was a 4% delta, right? And if you think about the last couple of years, including last year, where we guided the year, it ended up being favorable, but was still roughly 4% or 5% better, not worse, better. So better is always better, but it could go either way, which is sort of our point. And so it's plus or minus 3%, 4%, 5% for a given period, month, quarter, or year. It's not material, and that was sort of, you know, in our written remarks, the comments we were making, and that's been the level of visibility and accuracy that the system that we've been utilizing to forecast on has been.
speaker
Mark
And just to make a simple example of this, so somebody that called up in the middle of February to book an appointment in the first half of March said, and had that settled, that doesn't mean they're locked into going into March. So as the latter part of February occurred, people began to think more reflectively about what the Alabama decision meant and what have you would call up and move that appointment out into April or cancel it altogether. And so that's part of that activity in March where people are, you know, either changing their mind or they're just not coming as quickly as we would have anticipated. And that's the activity that we're talking about that happened, you know, again, as we got into March and even towards the middle of March, honestly.
speaker
Jalendra Singh
That's helpful. My quick follow-up on progeny Rx revenue was up 7%, which was actually slower than your fertility benefit service, up 8%. I can't recall a quarter where that actually happened. Anything to highlight there?
speaker
Mark
Well, you've got, again, right now we're getting to a point where the installed base of both medical and Rx are very close together. but I think in our prepared comments we mentioned that the mix issue that was apparent in the early part of the quarter, which again has fully resolved itself, hits Rx disproportionately because the more extensive treatments that we did not have in the first quarter tend to carry a much heavier proportion of medication than the overall. So that also served to to mute the growth of Rx as it compares to medical in the quarter.
speaker
Jalendra Singh
Got it. Thank you.
speaker
Operator
Thank you. Your next question is coming from Sarah James from Cantor Fitzgerald. Sarah, your line is live. You may go ahead.
speaker
Sarah James
Thank you. It sounded like you guys were seeing some difference between red and blue states. So hoping you can clarify, were you guys also seeing weakness in March in the blue states after the Alabama decision or was it more isolated to the red states? And then how do you get confidence that it was political and psychological as opposed to the number of weekdays in the quarter? Because a lot of the providers had a week march given the way that Easter and spring break fell. So what gives you confidence that it's more on the political psychological side versus just the calendar?
speaker
Mark
Well, in our modeling, we take into account the number of days of, you know, treatment possibilities in each period. So we're always adjusting for that. So our comments reflect that sort of universally. You know, in terms of the red slash purple slash blue states, we did see some modest slowing of utilization, even in some blue states or ones you would consider traditionally blue states. It just wasn't nearly as pronounced as we saw from states that are red. And that's just sort of the sum of it. And again, we've mentioned this a few times. We are seeing recovery of that. So again, we can't know for sure what it is. But again, putting those different circumstances together and knowing that those issues I'm not sure you could say that they're necessarily fully resolved in terms of the political component of it. But people have now had an opportunity. Obviously, legislatively, there's been some resolution, particularly in Alabama. But people have also had an opportunity to sort of assess what it means for them personally and then to make their decisions, which is why we believe we're seeing April begin to pick back up again.
speaker
Sarah James
Thank you. And also wondering, could you give us a little color on the receivable bills in the quarter?
speaker
Mark
So we do typically see a receivable build in Q1. And, you know, as we onboard new clients, there's a little bit longer cycle before cash is ultimately received from the new clients. And in some cases, existing clients, if they happen to change their plan, there's sort of a similar dynamic there. The impact of change was also a factor. There was much slower processing of claims, particularly the latter part of the quarter, as our providers and others sought other means of submitting their claims, including literally manually on paper. So there's a little bit of that, but nothing that we would consider of concern.
speaker
Sarah James
Thank you.
speaker
Operator
Thank you. Your next question is coming from Scott Schoenhaus from KeyBank. Scott, your line is live. Please go ahead.
speaker
Scott Schoenhaus
Hey, team. Thanks for taking my question. So I want to go back to the utilization red-blue state dynamic. How are we sure that this was really related to the Alabama regulatory environment? You know, my understanding is the selling season, you had more broad swath of probably states represented, diluting kind of the blue states into more red states. Is there just lower structural utilization trends that you witnessed that could be persistent? How are you absolutely sure that this is a regulatory issue? Thanks.
speaker
Pete
Yeah, it's Pete. Thanks, Scott. We never said we're absolutely sure. We said it's coincidence, but hard to ignore the coincidence of the timing of the decision versus the significantly more pronounced impact right after that decision in those red states versus the blue states. And it's the same trend reversing now where we're seeing more of a reversal because there was more of a trough in March for those states. So do we know for sure? Absolutely not. Are we surmising it based on the data and the date? We are. And so we don't know. I'm not sure I understand your question regarding the sales season. We're referring to overall activity for all of the covered lives, not just the sales season lives. If I'm not getting that question, you could feel free to repeat.
speaker
Mark
I'd say just from a structural standpoint, it sounded like your question was, is it possible that there's just a general reduction overall? And I guess we come back to, again, what we were seeing from all of the activity from January and February, which was, again, tracking virtually identical to the same pacing we saw last year, which was our record year. So, again, I think the base, including the new clients, have the capability of delivering at a higher level. There's been some other factor that's obviously changed that direction here for a short period of time.
speaker
Scott Schoenhaus
And just for clarification, did you say that the new cohort in April has seen sort of elevated utilization levels comparable to your legacy cohorts?
speaker
Pete
We're making comments around, again, the entire Covered Lives, not just the new cohort, and where the members are in those states from a utilization perspective and what's happening within the states and surmising that the impact relative to March that was more pronounced from a data standpoint where the trough was deeper in the red states versus the blue states and where that is turning back. in April.
speaker
Operator
Thank you. Thank you. Your next question is coming from Stephanie Davis of Barclays. Stephanie, your line is live. Please go ahead.
speaker
Andy
Hey, guys. Thank you for taking my question. I was hoping we could dig in a little bit backwards with metric and talk about utilization from last year. Is there... any analysis you've done around if there was maybe a benefit from some post-pandemic dynamics or if they benefited from the prior year's broad-based extension fertility benefits that would make that more of a peak utilization rate versus something we should think of going forward?
speaker
Pete
Well, if you think about, you know, all of our comments when the pandemic happened, it was, you know, utilization levels returning back to normal through 20 and by 21. they were effectively back to normal. So I don't know that there's a, in 23, sort of a pandemic overhang or any way for us to know that, but we don't believe that was the case. What was the second part of your question, sorry?
speaker
Andy
Just if also not just the pandemic, but maybe if the expansion of fertility benefits in the prior year, if that cohort could have maybe had a higher level of utilization that they were most likely to use it during the pandemic.
speaker
Pete
Well, the expansion of the benefits that occurred in every year remain there at each employer. That's the upsells that we refer to. It's not like they expanded and retracted. We talk about it all the time that we have an upsell activity and no clients that are reducing the benefit. So those expansions have existed. If they existed in 2023 and we have a nearly 100% client retention rate, they're here also in 2024.
speaker
Andy
Okay, that's somewhat helpful. Thinking about the RF benefit, I know we're going to see less of a sort of that growth clip, just given you've seen a very high pacing as you had better capture rates. But when we think about the go-forward growth rate, is it more in line with the single digits that we saw on this quarter, or is there any one-off that would be impacting it on a one-off basis?
speaker
Pete
Well, for Q1, as Mark referenced earlier, there was an outsized impact related to the shipment that we had talked about early in the quarter for pharmacy because those treatments that we saw lesser of are a much higher level of medication utilized during the treatment. Therefore, there was a larger impact, if you will, on the growth rate in Q1 relative to pharmacy. For the out-quarters, Mark, do you want to comment in terms of
speaker
Mark
Yeah, we don't typically comment looking forward. I think, again, maybe I'd stick with what I said earlier, which is over time you're going to see those growth rates begin to continue to sort of diverge or converge with medical.
speaker
Andy
Okay. Just give a quick – can you expand on that a little bit, how there's going to be the mix impacting – the level of utilization for the RX just given, I believe for a fresh transfer for an egg freeze, you're still doing the same amount of drugs for it?
speaker
Pete
If you're doing a transfer, there's way less drugs in the transfer than there is in a retrieval, right? If you're doing a retrieval only as opposed to a full cycle, which is a retrieval and transfer, Again, there's less drugs. Are you sure about that? Yeah. You use drugs when you transfer. You use drugs when you retrieve. There's a full suite of drugs that you're using throughout the whole thing. The point is, overall, to the extent that the mix was impacted and the transfer alone would be the best example, it's significantly less drugs than a retrieval, any retrieval.
speaker
Andy
Okay. Thank you.
speaker
Operator
Thank you, your next question is coming from Richard Close from Canaccord Genuity. Richard, your line is live, please go ahead.
speaker
Richard Close
Great, thanks for the question. You know, I'm interested in how you're thinking about potential reaction related to the upcoming federal election. Do you factor that all into your one utilization guidance that you just provided for the rest of the year? And two, how do you think it could potentially affect the selling season?
speaker
Pete
It's not really factored in because there does appear to be bipartisan support, including from the presumptive nominee on the Republican side. relative to supporting reproductive health. And so I don't, you know, we're not predicting sort of a reaction one way or another relative to the federal election coming up. Like everything that we talked about that we contemplated in our guidance, you know, I would refer back to Mark's comments, but there wasn't anything that we had contemplated around the election.
speaker
Richard Close
Okay, and then, you know, as a follow-up, I think I saw an industry survey recently that was taken after, you know, everything that happened in Alabama, and it seemed to insinuate that there, you know, was an uptick in interest in either, you know, beginning to offer fertility benefits or if if I already had fertility benefits, expand them from the employer perspective. Did you see any impact, I guess, in March and here through April of higher interest?
speaker
Pete
From a market and sales perspective, I would point back to the active pipeline that Pete referenced earlier. And that being in a positive position versus last year and the continued interest around covering and expanding fertility benefits as well as services in our other products around pregnancy and menopause and postpartum. So we do continue to see that interest and see that interest from a pipeline perspective and and closed deals perspective relative to last year.
speaker
Operator
Thank you. Your next question is coming from David Larson from BTIG. David, your line is live. Please go ahead.
speaker
David Larson
Hi. Can you please give a little more detail on how we're defining mix? So, for example, like last year, Just as an example, creating a healthy embryo and then freezing it, maybe that was 60% of volume. Then with the Supreme Court decision in Alabama, that declined maybe to 40% or 30%, and simply freezing eggs and or perhaps sperm increased. And then I think what you're saying now is the mix has returned to normal. So like freezing a healthy embryo would be back up to 60%. So people may have been worried about actually creating a healthy embryo and then freezing it. They, that resulted in a decline of that mix and it's now back up. So can you just confirm, like, am I thinking about this correctly? Any more detail on what you mean by mix would be very helpful. Thank you.
speaker
Pete
Yeah, your example is right that the order of magnitude is not as extreme as you're describing it, but your example is right relative to the number of people who utilize the benefit, so the utilizers, if you will, which we count them as uniques for the whole quarter, and what they did and the percent of them that did one treatment versus another was different and pronounced enough that we called it out in the first half of Q1 and has returned as we had predicted when we reported our earnings. And as we sit here now, even for Q2, has returned back to normal. Your example is correct. The order of magnitude in terms of the shift wasn't that dramatic, but it was dramatic enough that it impacted what you would expect for revenue in the quarter when you look at the utilization.
speaker
Mark
But just to be clear, the mix issue that we called out on our last call on Q1, that predated the Alabama decision. And so it was already modifying by the time the Alabama decision had come out. So I wouldn't conflate the utilization decline in March with the rate shift, which predated that. Yeah, the mix shift.
speaker
David Larson
Okay. Has there been any changes in coverage that could be impacting that mixed shift? So if that mixed shift occurred before this Alabama Supreme Court activity, like was it coverage decisions on the part of health plans where maybe they would cover freezing eggs and sperm more so than a healthy embryo or anything like that? I mean...
speaker
Pete
All the decisions related to coverage, again, that we talked about, you know, not only on our November third quarter call, but also reiterated, you know, those decisions are already made when the plan year starts on 1-1. If it was a, so the answer is no, but I'll give you some more color. If it was a function of coverage, then it wouldn't just have been a short-term mix shift that's returned already. because it would keep affecting us as we continue, and that's not the case.
speaker
David Larson
Okay. And then just any thoughts on sort of other areas of growth in the business, like there's menopause. What other services could you sort of add to your portfolio? Like how about adoption services, postpartum counseling services? Just any more color there would be very helpful. Thank you. You know,
speaker
Pete
Right now, surrogacy and adoption programs are already part of our services. We are working on other products, and we'll have announcements around them shortly, but there's none that we're in a position to talk about right now. But there's other areas of women's health where we believe that are underserved and overlooked that we believe we can make a difference.
speaker
Operator
Thank you. Our last question today comes from Alan Lutz from Bank of America. Alan, your line is live. Please go ahead.
speaker
Alan
Good afternoon, and thanks for taking the questions. Pete, I have a question on the selling season. In the Q&A, you talked about a goal to meet or exceed 1.3 million lives. I know it's early in the selling season, but is there anything different about the employer conversations this year? I know that managing GLP-1 spend is a big focus for employers. So how do we think about your confidence given some of the other things that are impacting the way that employers are thinking about where they're focusing in 2024 and 2025? Thanks.
speaker
Pete
Yeah. Hey, this is Michael. So first off, you're right around certainly GLP-1s is is one of the topics. Each year there's always, you know, a handful of topics that are top of mind for employers. Family building benefits and women's health continues to be one of those topics. And sort of as we've referenced a couple of times, the sort of, you know, best indicator at this point during the year is you know, how it, you know, what's the, you know, how's our active pipeline look? What's the strength of that pipeline? And sort of what is the early decisions look like? And, you know, as we've pointed out in the prepared remarks, you know, again, that pipeline is healthy relative to last year and sort of the early decisions are also, you know, healthy relative to last year. Great. Thank you.
speaker
Operator
Thank you. This does conclude today's question and answer session. I would now like to turn the floor back to James Hart for closing remarks.
speaker
James
Well, thank you, everybody, for joining us this afternoon. Please feel free to reach out if you have any additional questions. I'm available as needed. And, of course, please look for further details on our Analyst Day meeting that we'll hold in August. Details will be forthcoming sometime later this summer.
speaker
Operator
Thank you. This does conclude today's conference call. You may disconnect your phone lines at this time and have a wonderful day. Thank you for your participation.
Disclaimer

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