07/01/19 07:09AM EDT

Watch the replay below

Our Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans review their best stock ideas, major healthcare themes and more. They also take questions from the audience after their prepared remarks. Full agenda below.

CLICK HERE to access the associated slides.


  • DexCom, Inc. (DXCM) -  Reimbursement environment for G6 and G7 does not support larger TAM. Is there life beyond T2 insulin intensive population?
  • HCA Healthcare Inc (HCA) & Tenet Healthcare Corp (THC) - Executive Order on price transparency is accretive to for-profit providers.
  • UnitedHealth Group Inc (UNH) & Anthem Inc (ANTM)  - ACA Constitutionality challenge is teed up and judges expressed interest in standing of House of Representatives and AGs to appeal.
  • Macro - Sector and Sentiment, what works and what doesn’t in Quad 3 and Quad 4. What should you do when GDP slows?
  • Live Q&A
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