Takeaway: We're not sure how big the telehealth/telemedicine market opportunity really is, but we are certain that competitive intensity is rising.

From our Amwell black book

Health Care Call Invite | October 30, 2020 @ 2 PM ET | Virtual Care - A Game of Chess - 10 23 2020 10 13 25 PM


We're hosting a live discussion and Q&A with Amnon Gavish on Friday, October 30 at 2:00 PM ET. Hedgeye Health Care Sector Head Tom Tobin will be asking the former Amwell & TytoCare executive about the outlook for telehealth and remote monitoring players like Teladoc & Livongo, SOC Telemed, DTC players (e.g., Roman, Hims, et al.), Masimo, and others. It's a crowded board, with well over 200 players!

We'll also cover key Position Monitor stocks' 3Q20 earnings results (Teladoc/Livongo and Masimo), Amazon's stalking of the sector and Google's deal-making, and how everyone - telehealth/telemedicine vendors, providers, and Big Tech companies - is converging on the patient (and patients' data). As we covered during our 4Q20 Themes Call, change is finally upon the health care sector, and it's being driven by loads of fresh capital and a push toward the "hybrid model." Can GoodRx survive as a standalone? Does ONEM have the right strategy? Is some other combination of virtual and brick-and-mortar better positioned? Join us on the 30th to find out!

Health Care Call - Virtual Care - A Game of Chess

Please join us on Friday, October 30, 2020 @ 2 PM ET - Add to Outlook Calendar

Health Care Subscribers: CLICK HERE for event details (includes video and materials link)

complementAry to our prior field work

Ahead of our Amwell Black Book presentation, we interviewed a number of subject matter experts about trends in remote patient monitoring and telehealth. We'll review parts of that thesis and more with Mr. Gavish:

Health Care Call Invite | October 30, 2020 @ 2 PM ET | Virtual Care - A Game of Chess - 10 26 2020 12 11 13 AM

Speaker Bio

Amnon Gavish is a Health Care Information Technology Executive with over 10 years’ experience working in/around virtual health solutions and remote patient monitoring. He is presently EVP, Corporate Development & Strategy at MMS Analytics (MyMedicalShopper), and previously was the Chief Commercial Officer at TytoCare (July 2019 - May 2020); and SVP, Strategic Business Development at Amwell (Dec 2015 - July 2019). Earlier in his career, Amnon spent two years as a Board Member and Chairman of Industry council with the American Telemedicine Association, and ~6 years with Vidyo as SVP, Vertical Solutions.

Please send us your questions for Amnon via .

We hope you can join us! 

Thomas Tobin
Managing Director


Justin Venneri
Director, Primary Research


William McMahon