WEEKLY POSITION MONITOR UPDATE
After a week of working the phones between earnings and expert calls, we look forward to updating our position monitor to share the insights we've garnered. The anecdotes and outlook of our seasoned vaccine specialist will likely provide one of the best available reviews of the current problems and changes of the COVID-19 pandemic and its eventual solution.
- Vaccine Timeline | Field Notes from Team's Call with an Established Vaccine Specialist
- Re-Open, Re-Infect | Signs and Symptoms, Potential Outcomes Surrounding "Re-Opening"
- ONEM | Two Expert calls later, Initial Thoughts and Thesis
- TDOC | After a Beat & Raise, Back in Investing Ideas
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Hedgeye Health Care Check- Up | Vaccine Timeline | Doc in a Box | Re-Open, Re-Infect Please join us Now! Public: CLICK HERE for event details (includes video link and materials link). |
RECAP OF THIS WEEK'S EVENTS
TDOC | TDOC 1Q20 Results, Upside Remains for 2020 and 2021
CLICK HERE to access the post-earnings note.
COVID-19 Metro Tracker, Population Model, & Governors' Re-Opening Plans
CLICK HERE for video & audio replays.
CLICK HERE to access the associated slides.
Position Monitor | Estimates Have Come Down, But Should the Bar be Lower?
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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