Omada Health, Inc.

We're gonna talk about employer health and whether it's the end of it.

We're gonna talk about Omada's Investor Day, InnovAge Q4 2026 earnings.

You might be wondering Q4, their fiscal year, to the bane of my existence, bane of my existence, runs through June, uh, or yeah, runs through, uh-

Yeah

If you, if you, if you're doing the market sizing exercise by saying, "Well, the entire American employed population is our addressable market," and you say, like, "But what are the trade-offs that we, [laughs] we need, we need to, to get there?" I think-

Yeah

... grounding us back in, um, back to the way the world is as it is at the moment, Omada had their investor day, um, last week, and one of the things that they...

So it's their inaugural investor day, it's a year into going public.