WEEKLY POSITION MONITOR UPDATE
Now past a rather repetitive 1Q 2020 earnings season, we were able to turn our attention to a few of the names we have been eagerly ready to get across the line. Following this week's work, we have moved ONEM from the Long Bias to our Top Active Long on the Hedgeye Health Care Position Monitor. On Monday, we look forward to previewing some of the work which will be presented in the forthcoming ONEM Black Book and expounding on our team's call with a gastrointerologist at a large group practice in St. Petersburg, FL. The primary goal of this interview was to check in on patient volume trends, the plans for re-opening, and the outlook for the future, but we also garnered key insights on his practice’s experience with telemedicine before and during the COVID-19 pandemic.
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Hedgeye Health Care Check- Up | Potential Winner of COVID | In- Office Look at Volume Recovery Please join us on Monday, May 18, 2020 @ 10AM ET - Add to Outlook Calendar Public: CLICK HERE for event details (includes video link and materials link). |
RECAP OF May EVENTS
May 11 - May 15
Field Note | TDOC, ONEM, EXAS | What Re-Opening Looks Like to a Doctor, "Patients are Scared"
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ONEM | Post COVID-19 Winner, 30% Upside
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COVID-19 Up | Hedgeye Preparedness Score | What Data Says Re: Georgia & Texas
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AMN | Post-COVID is a Long Way Off
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Hedgeye Health Care Check-Up | Monday, May 11, 2020
CLICK HERE for event details (includes video link and materials link).
May 4 - May 8
TSN, PPC COVID-19, & Food Processing Industry | Data Update
CLICK HERE for event details (includes video link and materials link).
ADP Employment Report | April 2020
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NVTA | Back to Pre-COVID Levels by 4Q20
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Modeling the Pandemic | Hedgeye Preparedness Score, Population Models, and What Matters to Governors
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Field Notes | "Developing a [COVID-19] Vaccine Will Take Longer Than Anyone Thinks"
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Hedgeye Health Care Check-Up | Vaccine Timeline | Doc in a Box | Re-Open, Re-Infect
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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