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Call Replay | EXAS | New Best Idea Short | There Will Be Blood Healthcare & Health Policy Subscribers: CLICK HERE for video & audio replays. |
Topic Timestamps and Key Slides
Speaker - William McMahon
Introduction (0:00 to 0:32, 1:16 to 1:19)
Disclaimer (0:33 to 1:15)
Speaker - Tom Tobin
Position Monitor Update (1:20 to 4:21)
Health Care Team Process (4:22 to 6:07)
Key Takeaways (6:08 to 7:11)
Company Overview (7:12 to 9:34)
Macroeconomic Environment (9:35 to 11:12)
Health Care Labor Demand Model (11:13 to 12:57)
Fundamental Equity Quads (FEQ's) (12:58 to 15:16)
Correlation & Sentiment (15:17 to 16:34)
Liquid Biopsy for Colon Cancer (16:35 to 18:28)
Cologuard Performance (18:29 to 20:10)
*Key Slide: 23* Cologuard Revenue and Volume Growth Slowing
*Key Slide: 25* Market Penetration and Test per Provider History
CRC Screening Alternatives (20:11 to 21:55)
S- curve Adoption Model (21:56 to 23:09)
*Key Slide: 28* S-curve Adoption Model
USPSTF Guideline Compliance (23:10 to 25:17)
*Key Slide: 30* USPSTF Compliance by Age
Insurance Status vs USPSTF Guidelines (25:18 to 27:54)
*Key Slide: 31* Insurance Status vs USPSTF Guidelines
Screening Population & Penetration (27:55 to 33:17)
*Key Slide: 38* Screening Population
*Key Slide: 39* Annual Colon Cancer Screening
CRC Screening Tracker (33:18 to 33:42)
*Key Slide: 40* Colon Cancer Screening Tracker
Cologuard Tracker (33:43 to 36:03)
*Key Slide: 41* Cologuard Tracker Index
Valuation (36:07 to 37:41)
Risks (37:42 to 39:35)
Speaker - Emily Evans
Regulatory Risk and Coding (39:36 to 43:57)
Polygenetic Risk Score (43:58 to 44:57)
Fixing PAMA (44:58 to 45:52)
ACS Expansed Guidelines and US Preventive Services Task Force (45:53 to 49:56)
Speaker - All
Live Q&A (49:57 to 1:00:04)
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