In the previous two installments of this three part analysis, we explored the macro drivers of change and their implications at the subsector level in the Post-COVID era. Watch Dec. 9 here; Dec. 15th here. Rough transcipt for Dec. 15th here.
A combination of a massive influx of capital, labor disruption and technological advances brought on by deregulation and economic reality means health care is entering an exciting phase for investors; matched only by the disruption of transportation in the 1980s. Consumer choice and unit price are finally arriving as factors in health care decisions.
Tom Tobin and I will pair up these massive macro tailwinds for change with his microquad process and discuss the winners and losers in a post-COVID world.
Please join us in a few minutes as we continue breaking it all down:
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Topics include:
- Microquad review in context of macro trends
- COVID-related stimulus/relief as an accelerant for change and a buffer against labor and supply cost increases ($THC, $HCA, $UHS)
- Deregulation both COVID and Non-COVID-related, ushering in consumer choice ($TDOC, $ONEM, $USPH, $SGRY, $SYK, $ZBH)
- Labor shortages short and long-term and the implications for throughput as well as technological advances ($HRC, $AMN, $NVTA)
- Pent-up demand and higher acuity ($JNJ, $EYE)
Look forward to you joining us.
Emily Evans
Managing Director – Health Policy
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Thomas Tobin
Managing Director - Health Care
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