watch THE REPLAY BELOW
CLICK HERE to access the associated slides.
3Q16 healthcare themes conference call
We hope you can join us for our 3Q16 Healthcare Themes Call Today at 11 AM ET. We will provide a comprehensive update of our #ACATaper and Healthcare #Deflation themes with new datasets and analysis. The U.S. Medical Economy remains extended after the largest expansion in insured medical consumers in a generation. Slowing growth in medical consumers, continued deterioration in affordability, aggressive payor reforms, company leverage at 15-year highs, and multiples at 10-year highs is a recipe for downside. We don't believe that the U.S. Medical Economy growth recovery of 2014 -2015 is durable, but rather a temporary boost in consumption driven by massive government stimulus.
We are also extremely pleased to announce that Emily Evans, Director of Health Policy at Hedgeye, will be joining the presentation and sharing her views on major policy initiatives including Alternative Payment Models, MACRA, and post-acute reform, among other topics that significantly impact our fundamental views.
call details
Toll Free:
Toll:
UK: 0
Confirmation Number: 13640958
Materials: CLICK HERE
