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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
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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