Call Replay | NVTA | New Best Idea Short | "The Amazon of Genetic Testing"

12/12/19 03:25PM EST

Call Replay | NVTA | New Best Idea Short | "The Amazon of Genetic Testing" - USE THIS

Replay: NVTA | New Best Idea Short | "The Amazon of Genetic Testing"

Healthcare & Health Policy Subscribers: CLICK HERE for event details (includes video link, materials link and dial-in).

Contact Sales@Hedgeye.com for more information.

TIMESTAMPS

SPEAKER - TOM TOBIN

Introduction: 0:00 to 0:36

Disclaimer: 0:37 to 1:16

Position Monitor Update: 1:17 to 2:35

Key Takeaways: 2:36 to 5:14

Company Overview, Market History, and Hedgeye History: 5:15 to 7:44

Research Process and Quad Matching: 7:45 to 14:44

Industry Background - Competing Rationally in an Irrational Market: 14:45 to 18:35

Peer Analysis: 18:36 to 20:18

Claims Data Analysis: 20:19 to 29:15

Sales Force Effectiveness Analysis: 29:16 to 31:51

Valuation, Sentiment, and Catalysts: 31:52 to 32:59

Fundamental Analysis: 33:00 to 35:35

Valuation: 35:36 to 37:21

Risks: 37:22 to 39:20

Call Replay | NVTA | New Best Idea Short | "The Amazon of Genetic Testing" - 1212

Thomas Tobin
Managing Director


Twitter
LinkedIn

Emily Evans
Managing Director – Health Policy



Twitter
LinkedIn

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.