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WEEKLY POSITION MONITOR UPDATE
Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans review their best stock ideas, major healthcare themes and more. They also take questions from the live viewer audience after their prepared remarks.
On Monday’s Health Care Webcast, we will cover:
- App Download Data | The impacts of COVID-19 have pushed telemedicine to the forefront of the health care system's agenda. In order to track the presence of the platforms we cover ($TDOC, $ONEM), we have begun analyzing their app downloads, as well as, other notable private names in the space.
- AMN Tracker | Following an impressive first quarter propelled by a spike in ICU demand as a result of the COVID-19 outbreak, temporary nurse staffing demand fell rapidly due to financial burden placed on hospitals by the halting of elective procedures. Throughout the #SecondWave, we continue to update our AMN Trackers to monitor recovery in demand. While we have seen a bounce, we are skeptical that demand will return to pre-COVID levels in the near- term.
- ADP, BLS Employment | Alongside our AMN Trackers, we have found it a meaningful experience to follow a set of notable health care series released within these monthly employment reports. We will present these findings including employment trends for hospitals, medical labs, and diagnostic imaging centers.
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