WEEKLY POSITION MONITOR UPDATE
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.
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Health Care Webcast | AMWL Preview, GoodRx Field Notes, HC Macro, Micro Quad Screen Please join us on Monday, September 14, 2020 @ 2 PM ET - Add to Outlook Calendar FREE: CLICK HERE for event details (including video and materials links). |
RECAP OF Recent EVENTS
Call Invite | AMWL | Pre-IPO Black Book
CLICK HERE for event details (includes video link and materials link).
Health Care Employment | Better to Be A Chiropractor Than A Nursing Home Post COVID
CLICK HERE to access the associated note.
TXG | NIH Grant Update & Field Notes | "It's Like PCR, Every Lab Will Have One"
CLICK HERE to access the associated note.
Health Care Webcast | The End Of COVID-19?
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
