WEEKLY POSITION MONITOR UPDATE
On Monday’s Health Care Webcast, we will cover:
- TDOC + LVGO Merger | This week, $TDOC used their high multiple stock to merge with LVGO, another high multiple stock. Although an expensive transaction, we like the deal, but for only as long as estimate revision numbers keep moving higher.
- AMN Earnings Result, Tracker | Our Tracker accelerated sharply in the last 2 weeks, providing corroboration for management’s 2Q20 beat and positive outlook for 3Q20. However, the recovery in Hospital Employment and Health Care Labor Demand remain weak.
- GH Earnings Result, Claims | 2Q20 Clinical volume versus our Tracker looks good, but Bio-pharma declined. On Monday, we will be presenting $GH slides from our Genetic Testing Lab Chart Book.
- US Medical Economy | Dentistry continues to lead the recovery. Other specialties, such as Medical Labs, Hospitals, and Diagnostic Imaging Centers, continue lagging.
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Health Care Webcast | TDOC + LVGO Merger, AMN Tracker GH Claims, US Medical Economy Please join us on Monday, August 10, 2020 @ 2 PM ET - Add to Outlook Calendar FREE: CLICK HERE for event details (including video and materials links). |
RECAP OF Recent EVENTS
Genetic Testing Lab Chart Book | Data Updates, Claims Analyses, And Forecasts | EXAS, GH, NTRA, NVTA
CLICK HERE to access the associated note.
Call Invite | TDOC + LVGO Merger Metrics
CLICK HERE for event details (includes video link and materials link).
Field Notes | TDOC | MD Building Private Virtual Care Practice | Uber For Health Care Planning
CLICK HERE to access the associated note.
Health Care Webcast | TXG Grant Tracker, EXAS Volumes, TDOC Beat & Raise, Post-COVID
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
