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Best Ideas in Healthcare - 2Q13 Healthcare Themes Call Today  - healthcarethemesDial2 05.30.13

Please join the Hedgeye Healthcare Team, led by Tom Tobin, today at 11:00am EDT for a discussion on the current Healthcare Themes and the best ways to play these scenarios. 



  • Date: Today, May 30th at 11:00am EDT
  • Toll Free Number:
  • Direct Dial Number:
  • Conference Code: 326981#
  • Materials: CLICK HERE 

Below is an overview of the themes and ideas that will be reviewed in depth on the call. 


Physician Utilization Accelerating

  • We will look at the macro factors that matter, our forecast, and how we track our progress.
  • We will also discuss some perceived headwinds such as High Deductible Health Plan and Cost Shifting which seem far less important than is widely perceived.
  • Best Long Ideas: HOLX, HCA, MD
  • Best Short Idea: UNH

Baby Bust 

  • Is the largest maternity decline in 40 Years Over?
  • We'll review our expectation for a 2013 recovery.
  • Maternity is a significant driver of hospital inpatient and outpatient visits.
  • Pregnant women and newborns have a higher than average frequency of physician visits.
  • Best Long Ideas: MD, HCA
  • Best Short Idea: UNH

Affordable Care Act Accretion

  • The ACA is expected to increase the number of insured people in the U.S. by 15M in 2014, leading 95% of all Americans to be carrying health insurance longer term.  Is this a  reasonable expectation?
  • What changes can we expect to medical consumption?  The newly insured will be young, and in specific categories, we can identify products and services which may increase significantly beginning in 2014.
  • We'll also look at some of the headwinds that may derail what appear to be optimistic consensus outlook.
  • Best Long Ideas: HOLX, HCA

Please email for further details or if you are having trouble accessing the presentation.