WEEKLY POSITION MONITOR UPDATE
On Monday’s Health Care Webcast, we will cover:
- The Big Three | $HCA, $JNJ, and $UNH comprise the largest Hospital Company, the largest Medical Supply and Pharma company, and the largest Health Insurer, respectively. Their comments on the outlook beyond 3Q20 made it sound like the current “percentage of pre-COVID” was going to be the run rate for the foreseeable future. We compare their comments from the call, and macro trends that line up or refute their collective outlook.
- $AMN Recovery | Our tracker continues to improve sequentially and alongside the share price pushing higher every day. $AMN has gone from a great short to a poor choice slowly and then all at once. We’ll review the tracker, estimate trends, and the MicroQuads.
- Genetic Testing | We’re hearing anecdotes of an accelerating oncology testing in recent days. We’ve already seen a big uptick at Guardant and Invitae and we will check in on some of the important private companies in our dataset, such as Tempus, Sema4, and others.
Health Care Webcast | The Big Three, AMN Recovery, Genetic Testing Please join us on Monday, October 19, 2020 @ 12:30 PM ET - Add to Outlook Calendar FREE: CLICK HERE for event details (including video and materials links). |
RECAP OF Recent EVENTS
Field Notes I Liquid Biopsy I "Illumina Better Know Something”
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4Q20 Health Care Themes | October 9, 2020 @12:30 - Convergence | Capital | Consumption
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Field Notes I Liquid Biopsy | Prospective Study Data Is Needed, Clinical Utility Must Be Proved
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Field Notes | GDRX | The Model Has Worked, But Looks Fragile
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ONEM | Member Growth, Provider Adds, And Flu Vaccinations Provide A Set of Tailwinds Into 3Q20 Print
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Health Care Webcast | October 5th, 2020 @ 2 PM ET | THC, HCA, DGX, LH, HRC, USPH, GDRX
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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