WEBCAST REPLAY | Healthcare Best Ideas + Q&A (UNH Is A Better Short Today)

04/08/19 12:05PM EDT

Don't miss the replay of this investing segment with Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans review important updates to their Position Monitor and shed some light on recent events.

CLICK HERE to access the associated slides. 

https://cdn.jwplayer.com/players/jFRS1w3k-KY3o17gg.js

UnitedHealth Group Inc (UNH) is a better short today than it was Friday and before CMS gave PDPs (Prescription Drug Plan) an option to avoid new drug rebate rules. As we previewed last Thursday, Health Care employment and wages continue to accelerate with consequences for both our longs (THC, AMN) and shorts (DVA)

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