Takeaway: We have created a Claims Data Chart Book that we will update weekly. We remain Long Guardant and Short Invitae in the HC Position Monitor.

Overview

Alongside the Fundamental and Sales Force Models we presented in our presentation on Invitae, we included an analysis of Claims Data we use to forecast trends intra- quarter.  In the past few weeks, we have refined this process in order to produce weekly updates in the form of a Chart Book. While only displaying the results for Guardant and Invitae below, our team has the ability to produce and analyze these same results for many other names you may be interested in.

LINKS TO CHART BOOK

       CLICK HERE to access the associated slides.

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 Please reach out to our team or Sales@Hedgeye.com with any further inquiries on this data.

Thomas Tobin
Managing Director


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Emily Evans
Managing Director – Health Policy



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