Jun. 10 at 1:42 PM
But here’s the part they won’t enjoy.
When the cut points got recalculated without those 20 measures,
$CLOV jumped to 4.5. Why? Because the removed measures were largely administrative and customer-satisfaction noise, the areas where the giants pour their resources. What’s left is weighted toward actual clinical quality. And on clinical quality, Clover is the #1 rated PPO in the nation, two years running.
A scoring system that rewards medicine over paperwork is a system that favors whoever has the best clinical engine. That’s a physician-enablement AI with ten years of proprietary data.
And the long-term kicker: every one of these
$UNH ,
$HUM ,
$CVS $ELV now has a choice. Spend years and billions trying to build what Clover built, or license it. Counterpart Health exists for exactly that second option. The ruling didn’t just hand Clover
$120M+ in bonus value. It validated, in federal court and in CMS’s own recalculation, that the product works.
