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Takeaway: A ranked list of our best long and short ideas within the Health Care sector...

Position Monitor

Health Care Pro | Weekly Position Monitor Update | For Week of February 22, 2021 - pm7

Content Library

Research Library

Genetic Testing Lab Chart Book | February 2021 | Key Data Updates, Claims Analyses, and Forecasts

Field Notes | Single Cell & Spatial Sequencing | Still Room for TXG to Run

Field Notes | Vision Care Trends | It Looks Like a Setup for Incremental Gains

$ONEM | Earnings Preview | Provider Adds and App Downloads Point Higher

Field Notes | GYN-Onc Trends | If MRD is the Future, Signatera is Leading the Way

Field Notes | NGS Check | Labs Are Back At It

Studio Events – Video Replays  

Health Care Call Replay & Notes | Digital Health Q&A with DarioHealth ($DRIO) Management

Health Care Call Replay & Notes | Fireside Chat With Natera's CFO Yields Greater Conviction

Health Care Call Replay | Jan 7 @ 2PM ET | In the Trenches of Infusion Management Services

Health Care Call Replay | December 30, 2020 @ 2 PM ET | Process & Utility of the Hedgeye Health Care #MicroQuads

Health Care Call Replay | Dec 30 @12:30PM ET | Getting Down to the Nitty Gritty: Ticker-level Impacts Post-COVID

Health Care Call Replay & Notes | The Evolution of Primary Care & Employer Sponsored Benefits

Health Care Call Replay & Notes | Where Theory Meets Practice w/ Dr. Shana Kelley

Health Care Morning Briefs & Recaps

Health Care Pro - In Case You Missed It, Weekly Recap (AMN, TXG, EXAS, GDRX, Vaccinations)

Health Care Morning Brief - AMN Should Have Legs (AMN, EXAS, MD)

Health Care Morning Brief - Being Short Doesn't Have to be Hard (TXG, NVTA, MD)

Health Care Morning Brief - EXAS, ONEM, MicroQuads & the Estimate Revision Trend

Health Care Morning Brief - Butterfly Effect (Vaccines, EXAS, CVS, LGVW/BFLY)

Health Care Pro - In Case You Missed It, Weekly Recap (DRIO, ONEM, Genetic Testing, CLOV)

Health Care Morning Brief - DRIO, NTRA, FLGT, ILMN

Health Care Morning Brief - Digital Health is Ripping (DRIO, NEO, CERN, LH, PACB)

Health Care Morning Brief - Feed the [Algo] Beasts (THC, DRIO, ILMN, PACB)

Health Care Morning Brief - (ONEM, CLOV, SENS, THC)

Health Care Morning Brief - Monday Update (CLOV, HCA, PFE, MicroQuads)

Weekly Hedgeye House Calls

Hedgeye House Call | The Doctor is In | February 16th, 2021 @ 12:30 PM ET | DRIO AMN TXG #MicroQuads

Hedgeye House Call | The Doctor is In | February 8th, 2021 @ 2 PM ET | Live Q&A Call

Health Care Webcast | Hedgeye House Call | February 1st, 2021 @ 2 PM ET | GDRX, HCA, HRC, XLV 

Health Care Webcast | January 25th, 2021 @ 2 PM ET | NTRA CFO Replay, EYE, #MicroQuads     

CALENDAR

Health Care Pro | Weekly Position Monitor Update | For Week of February 22, 2021 - cal5

All data available upon request. Please reach out to HealthCareTeam@Hedgeye.com with any inquiries.

Thomas Tobin
Managing Director
203-562-6500 ext.112
ttobin@hedgeye.com
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William McMahon
Analyst
203-562-6500 ext. 145
wmcmahon@hedgeye.com
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Justin Venneri
Director, Primary Research
203-562-6500 x127
jvenneri@hedgeye.com
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