As the Omicron variant moves from the windshield to the rearview, the demand for COVID testing is going to diminish, as it has in previous waves. Some or all of those reduced volumes are going to be replaced by other types of routine testing as health care systems around the world return to a less disruptive stage.
Underappreciated, is the enormous expansion of capacity that has taken place, courtesy of the largess of the federal treasury. Most or all of the major equipment and consumables manufacturers have reported increases in installed base; more razors for their razor blades. A good bit of that expansion has taken place OUS.
Once COVID recedes, what awaits us is a lot of capacity, much of it acquired due to the latitude provided by Provider Relief Funds and other COVID-19 related program. If this were any other business, that might be a bad thing. In health care, increased capacity has historically just meant increased demand at the provider level and that could represent a new approach to diagnostic testing.
Join us tomorrow as we cover the extent of this massive and systemic shift.
Details:
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January 26, 2022 @10am ET (add to Outlook calendar) Connection Details: Participating Dialing Instructions Toll Free: Toll: UK: 0 Confirmation Number: 13726457 Health Policy Subscribers CLICK HERE for event details (includes video, dial-in and materials link) https://app.hedgeye.com/feed_items/110750?with_category=48-health-policy Format: 45 min presentation with 15 min of Q & A |
