Software is eating the VBC world: Pearl Health company presentation with Michael Kopko and Gabriel Drapos

Michael Kopko, CEO, and Gabe Drapos, COO of Pearl Health, sat down with HTN's Kevin O'Leary on August 12, 2026 to discuss Pearl's $110 million equity-and-debt raise, its sub-1% administrative ratio versus traditional insurers and other VBC enablers, the state of MSSP, ACO REACH, and the new LEAD model, and the bull case for investing in value-based care platforms.