Replay | 3Q 2019 Health Care ThemesHealthcare Subscribers: CLICK HERE for video & audio replays. http://app.hedgeye.com/feed_items/76376
Health Policy Subscribers: CLICK HERE for video & audio replays. |
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
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Emily Evans
Managing Director – Health Policy
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