The Hedgeye Healthcare team sees a challenging environment for the healthcare sector in 2018. A battle is shaping up, particularly among EHR (electronic health record) companies, as competitors duke it out for market share in an already saturated marketplace.
As Healthcare analyst Andrew Freedman explains in the above clip from The Macro Show, Athenahealth (ATHN) is one company to be bullish on.
“I think Athena has a better mouse trap,” Freedman says. “The fact that they’re taking on more services is the right approach. They need to do that.”
Watch the full video to find out all of the catalysts that Freedman sees for Athenahealth.
