Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans will review their best stock ideas, major healthcare themes and more. They will also take questions from the live viewer audience after their prepared remarks.
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- Healthequity Inc (HQY) - Black Book presentation review, yields continue to break down, and Health Reimbursement Accounts (HRA) get a competitive boost from CMS.
- UnitedHealth Group Inc (UNH) & Anthem Inc (ANTM) - The Rebate Rule is moving faster than we expected. We remain short UNH and long ANTM.
- DexCom, Inc. (DXCM) - We will go over Field Notes from an endocrinologist, the total addressable market (which may be smaller than you think), and app downloads.
- Tenet Healthcare Corp (THC) - Hedgeye's forecast of same facility adjusted admissions #accelerating as demand for Health Care labor accelerates.
- Live Q&A