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The Call @ Hedgeye | April 26, 2024

Key Earnings Previews Ahead of Healthcare Earnings Season

CLICK HERE to access the associated slides.

 

Join Hedgeye Healthcare Sector Head Tom Tobin and analyst Andrew Freedman today at 12:00PM ET as they discuss their top ideas and what they will be focused on as earnings season progresses.

Topics will include:

  • ZBH: Read-through from SYK and JNJ earnings
  • ATHN: Tracker Update, will they miss the doc count?
  • MDRX: latest thoughts on attrition
  • MD: Maternity Tracker Update
  • HOLX: Facility Penetration by MSA
  • ILMN: Opportunity or is the end just beginning?

Have a question on a specific name? there will be a live q&A session at the end of the show!