$TDOC Down -40+% → "Structural Problem Isn’t Ending"

04/28/22 02:57PM EDT


Watch now as Healthcare analysts Tom Tobin and Justin Venneri team up with Healthcare Policy analyst Emily Evans, to highlight the major flaws of Teladoc (TDOC), after the company suspended guidance past 2022.

“Clearly this is not a TAM story, it’s not an EV to sales narrative anymore,” explains Tobin. “This is a ‘are you going to make it? kind of story. There’s a whole structural problem they have. This isn’t ending today, there’s a lot to come with a lot of consequences.”

“When we were listening to the call and just hearing how [CEO Jason Gorevic] is talking about the opportunity in how he’s having no proof points with how whole person care would work for them, we were just like ‘Wow, that’s been available on the market for over a year.’ The market just moved past them so fast,” notes Venneri.

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