Watch the replay below
Healthcare analyst Tom Tobin & Health Policy analyst Emily Evans review their best stock ideas, major healthcare themes and more. They also takes questions from the live viewer audience after their prepared remarks.
During the week, we followed up on last week’s ONEM Black Book by speaking with the Regional Sales Director of a national professional employer organization (PEO) who provided helpful color for our model and assumptions. On Monday’s Health Care Check Up, we will cover:
- Additional ONEM Materials | Notes from our call, additional city/market analysis, and app download data
- ADP and BLS Employment Reports | Implication for a recovery in healthcare spending
- COVID Testing and MASI | We’ve been doing work on the post-COVID environment including testing, remote monitoring, and spending generally. As a result of initial review, we are adding Masimo Corporation to the short bench.
- New Look Fundamental Equity Quads | We continue to update and refine our FEQ framework, which focuses on the slope and acceleration of estimate trends. We’ll discuss the outcomes of our back tests and the most recent outputs which included a signal to cover AMN.
CLICK HERE to access the associated slides.
