WEEKLY POSITION MONITOR UPDATE
On Monday’s Health Care Webcast, we will cover:
- GDRX Black Book Recap | On Monday, we’ll share some of the high level takeaways from our Black Book Presentation. We collected some fantastic consumer survey data which points to customer TAM much higher than our initial estimates.
- AMN COVID Comp Positive | We’ve been looking for COVID-comp positive names which will benefit as the US Medical Economy re-opens. We’ve begun quantifying the potential for deferred medical utilization to stack on top of a return to a normalized trend.
- Weekly #MicroQuad Update | On this week's position monitor update, we’ll review our weekly update for screening output, revision monitor, and specific stock callouts based on the data we are seeing. We’re hoping to highlight a few additional names in the COVID-comp positive camp.
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Health Care Webcast | GDRX Black Book Recap, AMN COVID Comp Positive, MicroQuad Update Please join us on Monday, December 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 Replay | GDRX | Best Idea Long
CLICK HERE for event details (includes video link and materials link).
AMN | Labor Demand Update | AMN Tracker and Health Care Labor Demand Model
CLICK HERE to access the associated note.
Health Care Call Reminder | December 8, 2020 @ 10 AM ET | Where Theory Meets Practice (ILMN, GH, TXG)
CLICK HERE for event details (includes video link and materials link).
Field Notes | Liquid Biopsy | Plasma-Based Testing Has Multiple Drivers (NTRA, GH, EXAS, NEO)
CLICK HERE to access the associated note.
Field Notes | Telehealth & Employer Benefits | '21 is Locked (TDOC, AMWL, GDRX, CVS)
CLICK HERE to access the associated note.
Genetic Testing Trends | Claims Index for EXAS+GHDX, NVTA, NTRA, ADPT, GH, NEO
CLICK HERE to access the associated note.
Health Care Webcast | November 30th, 2020 @ 12:30 PM ET | GDRX, AMWL, TDOC, LVGO, ONEM
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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