Takeaway: Previously on our Long Bias, we have moved ONEM to our Best Idea Long on the Hedgeye Health Care Position Monitor.

Call Reminder | ONEM | Best Idea Long | Wednesday, May 27, 2020 @ 2 PM ET | Post COVID-19 Winner - me2

ONEM | Best Idea Long | Post-COVID Winner

Please join us on Wednesday, May 27, 2020 @ 2 PM ET - Add to Outlook Calendar

Participating Dialing Instructions

Toll Free:

Toll:

UK: 0

Confirmation Number: 13704256

Healthcare & Health Policy SubscribersCLICK HERE for event details (includes video link, materials link and dial-in).

Overview

ONEM fits the post-COVID re-opening theme we've been working on most recently.  COVID-19 will continue to impact how we work, shop, and travel, but may impact how we get medical care most of all.  One recent survey suggested 41% of consumers "are concerned about being able to see their doctor in a safe environment" while 11% of physicians will leave medical care altogether.  Our thesis is not that ONEM won't be impacted, it will, but as these changes to care patterns emerge, we expect ONEM will be a net beneficiary.  As we'll show, the count and penetration of corporate customers in their existing markets remains low and these high income firms will need  help to reopen and help keeping employees both safe and feeling safe.  We'll also show how we plan to track physicians leaving patient care and the potential to dramatically increase ONEM's market share as well.

ONEM | Post COVID-19 Winner, 30% Upside

     CLICK HERE for Link to Original Note & Presentation Outline

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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