• Investing replay

    HEDGEYE INVESTING SUMMIT

    SPECIAL HEDGEYE TV EVENT

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications.
    Watch the free replay.

Takeaway: On Tuesday we presented our 3Q 2019 Health Care Themes

Replay | 3Q 2019 Health Care Themes | TDOC, DXCM, UNH, THC, DVA - 3Q 2019 Health Care Themes

Replay | 3Q 2019 Health Care Themes

Healthcare Subscribers: CLICK HERE for video & audio replays.

http://app.hedgeye.com/feed_items/76376

 

Health Policy Subscribers: CLICK HERE for video & audio replays.

http://app.hedgeye.com/feed_items/76377

Timestamps:

Fundamental

Intro: 0:34 - 4:09

Quad Environment: 4:10-8:23

Style Factors: 8:25-10:21

Revision Cycle by Quad: 10:22- 13:30

EV/Sales: 13:31 - 14:33

Revision v Daily Performance: 14:34-15:06 

What are we seeing as markers of health care consumptions: 15:08 - 20:51

THC: 20:52 - 22:06

DXCM and TDOC: 22.07 -  28:14

Policy

Intro: 28:16-29:27

ACA Constitutionality Challenge: 29:28-36:26

Democratic Nomination 36:27-40:14

Drug Pricing Legislation 40:15-47:23

Executive Order on Price Transparency 47:23-47:47

Cannabis Regulation: 47:49-48:20

ESRD Treatment Choice Model: 48:21 - 55:22

AB290: 55:23-56:01

Medicare Rule-A-Rama 56:02-56:42

Q&A: 56:43-End

Call with questions.

Thomas Tobin
Managing Director


Twitter
LinkedIn

Emily Evans
Managing Director – Health Policy



Twitter
LinkedIn