We were not surprised when $THC announced the acquisition of the Ambulatory Surgery Center portfolio of SurgCenter Development. Although they took great pains to say they were paying for it out of non-CARES Act money, it is hard to see how an influx of a few billion dollars didn't help the decision making in the C-suite. What falls out of the COVID pandemic, its response and associated labor disruptions; technological advances from deregulation; and an urgent need to address productivity will make the next few years some of the most exciting for health care investors. A widely available vaccine is not the end of COVID's impacts; it is just the beginning.
Please join us next week as we continue breaking it all down:
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Tuesday, December 15th @2PM (Add to Outlook Calendar) CLICK HERE for event details (includes video and materials link) For uncooperative browsers: https://app.hedgeye.com/feed_items/92820?with_category=48-health-policy |
Topics will include:
- The Scrooge McDuck-level piles of cash accumulating from federal infusions of capital and possible uses
- Long tail of testing and diagnostics post-vaccine
- Quantifying acuity impacts for managed care
- Strategies for addressing labor shortages; AI, alternative sites of care including consumer oriented responses
- Defacto post-acute reform
- Future of telehealth and preferred modalities
If you have a sector-specific topic you would like us to touch on during this first installment, send it in!
Look forward to you joining us.
Emily Evans