“our updated outlook for 2024 includes the full impact of this accelerated expansion without the benefit of any structured transaction.”

In context

“ease using off-balance sheet metrics to do so, is that still the case or has that changed? Shawn Guertin: Yes, so I do want to talk about that. You’re correct in your assessment. Obviously this is a very important and strategic investment in our future that we’re making, and we continue to believe that there’s high demand for more access to the differentiated Oak Street care model. Our analysis has consistently shown that accelerated clinic growth is the right thing to do in terms of optimizing the long term returns on this investment and expanding access for at-risk populations, and as Karen mentioned, we’re going to do so in 2024, targeting 50 to 60 clinics, and Oak Street will and already is working closely with their payor partners in identifying the key geographies. As you mentioned, our updated outlook for 2024 includes the full impact of this accelerated expansion without the benefit of any structured transaction. We are still evaluating the details and the merits of such a transaction and we’ll update you if anything definitive and material develops on that front. Karen Lynch: Kevin, I just want to make a couple comments on Oak Street. We’ve made significant progress already, having closed not that long ago, on driving patient growth and really leveraging the overall assets of the entire enterprise. We’re using Signify to use the--recommend if people don’t have a primary care to Oak Street, we’re helping Aetna Medicare members that don’t have a primary care and recommending them to Oak Street. We’re using connections in our pharmacy as well, so I’m really encouraged by the opportunity and the growth, and really excited about what we’ve seen. We have more conviction now that the meaningful value th”