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MONDAY SEPTEMBER 14TH, 2020

Watch the replay below.

WEEKLY POSITION MONITOR UPDATE 

Healthcare analysts Tom Tobin and William McMahon review their best stock ideas, major healthcare themes and more. Enter your questions for Tom & William into the chat box below the video player.

On Monday’s Health Care Webcast, we will cover:

  • $AMWL Preview | Amwell will be the closest public comparable to TDOC+LVGO when it comes public next week. On Monday, we’ll preview our deep dive scheduled for Thursday, September 17th.
  • GoodRx Field Notes | In preparation for the GoodRx IPO, we spoke to a seasoned executive in the drug coupon arena and came away with some helpful insights.  We will be sharing field notes from this call.
  • Healthcare Macro | As of the latest round of data, Health Care Labor demand is slowing, but unit pricing is accelerating (or less volume is showing up in exchange for generally sicker patients). We are also seeing a positive trend toward in- person care. Offices of Chiropractors are more or less back to normal, but Nursing Homes and Hospitals continue to exhibit weaker levels of demand.
  • #MicroQuads | We will update the long and short selections flagged by our Micro Quad Screen.

CLICK HERE to access the associated slides.