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2Q 2019 Health Care Themes Tuesday April 16th at 10 am ET Click HERE for Audio Replay All others contact Sales@Hedgeye.com for access |
On Tuesday April 16, we reviewed our 2Q 2019 health care themes including:
Overview of 2Q 2019 Themes and Position Monitor: 2:47 to 5:09
Quad 3 and 4 Environment for Health Care: 5:10 to 7:46
U.S. Medical Economy (Hospital, Ambulatory, Behavioral Health and Maternity trends): 7:47 to 19:31
Fundamental update: (THC, AMN, ZBH, DXCM) 19:32 to 25:06
Overview of 2Q 2019 Policy Themes: 25:12 to 26:20
Safe Harbor Rebate Rule: 26:22 to 34:28
Other Drug-related Legislation: 34:29 to 36:26
Cannabis Policy Framework: 36:28 to 42:07
Competition and Consolidation: 42:08 to 44:31
Medicare for All and ACA Challenge 44:31 to 47:00
Q & A 47:00
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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