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Replay: 4Q 2019 Health Care Themes | New Ways to Succeed at the End of 2019 Healthcare & Health Policy Subscribers: CLICK HERE for video & audio replays. Contact Sales@Hedgeye.com for more information. |
timestamps
Speaker- Emily Evans
Introduction: 0:00 to 0:24, 1:29 to 1:39
Disclaimer: 0:25 to 1:28
Speaker - Tom Tobin
Quad Outlook: 1:40 to 3:14
Portfolio Monitor Update: 3:15 to 5:06
New Addition to Our Process: 5:07 to 7:05
How It Works: 7:06 to 17:03
Health Care Macroeconomics: 17:04 to 22:39
Best Ideas: 22:40 to 26:47
Speaker - Emily Evans
Drug Price Policy: 26:48 to 30:47
International Pricing Index: 30:48 to 32:09
Cannabis Regulation: 32:10 to 34:32
Life Sciences: 34:33 to 38:52
Equipment and Supplies: 38:53 to 41:10
Services: 41:11 to 45:54
Medicare Advantage versus Medicare For All: 45:55 to 49:30
Landscape Data: 49:31 to 51:15
Speakers- All
Q&A: 51:16 to 1:00:36
