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. CLICK HERE for video & audio replays. (For uncooperative browsers: https://app.hedgeye.com/feed_items/92820?with_category=48-health-policy)
TIMESTAMPS:
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0:00 - 2:14: Intro | Macro drivers of change 2:14 - 11:30 Services & Facilities | Drivers of change (money and lots of it; $THC acquisition; company cash positions) 11:30 - 19:09 Services & Facilities | Deregulation to accomodate demand and acuity (embrace of outpatient, PAC reform by another name), $SGRY 19:10 - 30:14 Services & Facilities | Labor demand, new hospital capacity data set, demand from everywhere, female employment, the new value in productivity and automation, $HCA, $THC 30:15 - 32:56 Managed Care | Drivers of change (high acuity, pent-up demand, MLR restrictions), $UNH, $HUM, $ANTM 32:56 - 39:47 Managed Care | Difficulty modeling care demands, disruption in seasonal patterns, time to clear the backlog, limits of telehealth 39:47 - 42:39 Life Sciences | Drivers of change (money, national security, technology) 42:39 - 47:21 Life Sciences | Federal Government's post-COVID shopping list (diagnostics, therapeutics, vaccines, national defense), $DGX, $HOLX 47:21 - 49:08 Life Sciences | Where the money goes and how it flows 49:08 - 51:11 Life Sciences | Important but slightly diminished role of NIH 51:11 - 53:40 Life Sciences | Manufacturing as a priority, supply chain security, nearshore and onshore capabilities $PINC 53:41 - 55:55 Life Sciences | The persistence of testing post-COVID 55:55 - 1:00 Preview of Dec. 30 and application of microquads, Q & A |
Let me know if you have any questions.
Emily Evans