• Investing Insights & Exclusive Offers → Get Our FREE “Market Brief”
    Sign-up for our free weekly newsletter. Get unparalleled investing insights and exclusive Summer Sale discounts on Hedgeye research.

    Disclaimer: By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails. Use of Hedgeye and any other products available through hedgeye.com are subject to our Terms Of Service and Privacy Policy

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. 

CLICK HERE to access the associated slides.

WATCH the replay BELOW

AGENDA:

  • 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

WEBCAST REPLAY | Best Healthcare Stock Ideas & Big Themes (HQY, UNG, ANTM, DXCM, THC) - 1