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Watch the replay below as Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans review their sector's current Position Monitor and more! 

 CLICK HERE to access the associated slides.

AGENDA:

  • Position Monitor Updates - DVA down and SGRY and CERN removed.
  • Machine Learning - We’re developing machine learning techniques to expand our toolkit for measuring “what’s in the stock” for our current positions, as well as screen for new ideas.
  • Davita Inc (DVA) - Despite maintaining 2019 Guidance, there are significant caveats. What the end of a roll-up looks like continues to reveal itself.
  • DexCom, Inc. (DXCM) - Growth is good but unlikely to be durable, particularly as they split new patient market share with ABT’s Freestyle Libre.
  • EXACT Sciences Corporation (EXAS) - Adoption curves are durable, upside case may be baked in in the near term. Is stalking the long term a credible threat?
  • Live Q&A