Hedgeye's Healthcare Sector Head Tom Tobin and analyst Andrew Freedman hosted this edition of Sector Spotlight to review the biggest themes in their space along with their top long and short ideas.
CLICK HERE to access the associated slides.
KEY TOPICS INCLUDED:
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Healthcare Macro and Policy
- Employment and Utilization
- Repeal and Replace: What’s Next?
- Price and Sentiment
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Top Idea Updates
- Mednax (MD): Press The Short
- athenahealth (ATHN): Activist Risk and Opportunities
- Exact Sciences (EXAS): Citron Short Debate
- AMN Healthcare (AMN): Tight Labor Pool