WEEKLY POSITION MONITOR UPDATE
On Monday’s Health Care Webcast, we will cover:
- TDOC LVGO AMWL Field Notes | On Friday, October 30th, 2020, we had a terrific conversation with an expert on telemedicine present and future. On Monday, we'll review key takeaways from the call and highlight its impacts on our Position Monitor names.
- ONEM Provider Tracker Update | Next week, we’ll update our tracker for ONEM physicians. We continue to like this hybrid story. Its core asset seems to be its customer relationships.
- ILMN 3Q20 Earnings Results | Earlier this week, ILMN beat their lowered guidance, and the recovery seems to have multiple tailwinds into 2021. The long- term opportunity for Grail, while quite expensive to acquire, continues to look attractive as we run our checks.
- Weekly Microquad Update | Fundamental momentum appears to be waning given the weekly outputs of our microquad data. Forward estimates have been decelerating for 3 months after peaking in August, and peak recovery has clearly turned negative. As we put 3Q20 behind us, there are 2 long quarters to traverse before we get to the COVID comps.
- Health Care Macro Data Update | This past week, the Bureau of Economic Analysis reported Personal Consumption Expenditure for Healthcare. On this week’s Position Monitor Update, we’ll review key series representing the core parts of the US Medical Economy. These inputs drive fundamental momentum and revision cycles.
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Health Care Webcast | Telehealth Field Notes, ONEM Tracker, ILMN Results, Microquad & Macro Data Update Please join us on Monday, November 2, 2020 @ 11:30 AM ET - Add to Outlook Calendar FREE: CLICK HERE for event details (including video and materials links). |
RECAP OF Recent EVENTS
Health Care Call Invite | November 3, 2020 @ 12:30 PM ET | The Liquid Biopsy Gold Rush (ILMN, EXAS)
CLICK HERE for event details (includes video link and materials link).
Field Notes | Telehealth & Remote Monitoring | Keep It Simple
CLICK HERE to access the associated note.
Field Notes | Telehealth & Remote Monitoring | American Well-Positioned
CLICK HERE to access the associated note.
TDOC | 3Q 2020 Earnings Preview
CLICK HERE to access the associated note.
Health Care Call Replay | October 30, 2020 @ 2 PM ET | Virtual Care - A Game of Chess
CLICK HERE for event details (includes video link and materials link).
Health Care Webcast | October 26th, 2020 @ 12:30 PM ET | AMN NEO EXAS ILMN MASI TDOC
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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