Hedgeye Health Care Check Up
On Monday’s Health Care Webcast, we will cover:
- ONEM Provider Tracker Update | We've updated our Provider tracker and continue to monitor app downloads, two solid measures of how member growth and utilization are trending. Alongside a host of other companies, ONEM will be speaking at the JPM Healthcare Conference on Tuesday, 1/12.
- Utilization & Labor + COVID-Comps | COVID cases finally caught up with employment trends for Non-Farm and Private Payrolls, but also for the US Medical Economy and its sub-industries. In the foot race between COVID-19 cases and vaccinations administered, cases remain well ahead as the vaccine rollout has been slow, although mainly for clerical and logistical reasons that can be fixed. That said, the disappointing vaccination pace should reach 50M of the most vulnerable people by the end of 1Q21, which should be enough to keep us COVID-comp(+) into 2Q21.
- Weekly MicroQuad Update | We continue to add features to the analysis and expect to be able to not just analyze current trends for a company, but also forecast the trend ahead. If the updates go as expected, we're hoping to share some of our analysis. Heading into JPM we'll be leaning on the MicroQuads to put company comments into the qualitative context of better/worse, but also the quantitative context of accelerating-decelerating.
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Health Care Webcast | ONEM Provider Tracker, Utilization & Labor, Weekly #MicroQuads Please join us on Monday, January 11, 2021 @ 2 PM ET - Add to Outlook Calendar FREE: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Field Notes | Pandemic Outlook | Pent Up Demand is Real... So is "Post-COVID-19 Syndrome"
CLICK HERE to access the associated note.
Health Care Call Replay | Jan 7 @ 2PM ET | In the Trenches of Infusion Management Services
CLICK HERE for event details (includes video link and materials link).
Health Care Webcast | January 4th, 2021 @ 2 PM ET | MRNA, PFE, JNJ, AMN
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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