Weekly Position Monitor Update
- Position Monitor | Longs and Shorts
- 2Q20 Health Care Themes | Presentation Highlights
- Fundamental Quads | Where we are hunting for our next idea
- Elective Surgeries | When operating rooms re-open, will patients come?
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Weekly Position Monitor Update | April 27th, 2020 Please join us on Monday, April 27, 2020 @ 2PM ET - Add to Outlook Calendar Public: CLICK HERE for event details (includes video link, materials link and dial-in). |
Recap of THIS WEEK'S EVENTS
Position Monitor | ICU Demand Bolsters 1Q20, Significant Drop-off to Follow
CLICK HERE for video & audio replays.
CLICK HERE to access the associated slides.
The COVID-19 Weather Report | Applying Data to the White House Plan
CLICK HERE for video & audio replays.
CLICK HERE to access the associated slides.
2Q20 Health Care Themes | The "Other Side" of COVID-19
CLICK HERE for video & audio replays.
CLICK HERE to access the associated slides.
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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William McMahon
Analyst
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