“We think that there could be some nice tailwinds in that business next year as we think about some of the changes that competitors and ourselves have made as we continue to grow our share of Aetna members inside those clinics.”

In context

“and Oak, are they tracking in line with your expectations, and do you think that trend will change in any way next year? Tom Cowhey: Signify has had a great year. As we noted, the volume was up, I think 37% year-over-year inside the third quarter. That business has continued to perform very well. Oak Street overall has performed in line with the guidance that we gave at the earlier part of the year. They’re a Medicare focused business, and so they’re not immune to some of the pressures that others have seen in that marketplace, the nature of that membership, but we’ve been very pleased with how they’ve performed. They’ve maintained a risk-adjustment headwind that’s plus or minus--a little bit below 3%, which we feel is a great first step, given the first year of the implementation of D28. We think that there could be some nice tailwinds in that business next year as we think about some of the changes that competitors and ourselves have made as we continue to grow our share of Aetna members inside those clinics. David Joyner: Yes, and just to reinforce the importance of both of those acquisitions, Oak Street obviously is managing the costs far better than the rest of our book, so the fact is the model works and it works in underserved markets specifically for the population that’s important to this business. The integration between Aetna and Oak Street is improving, so we’ve had a 4x increase in the members since the acquisition, so proving out the fact that when we put the collective efforts of the business, we can actually see performance. Same thing on Signify - we’ve seen a 2x increase in the members served within Aetna. The goal here is obviously to use Signify as a platform. The sophistication and the technology that they’ve invested around logistics and in reaching members in their homes,”