MONDAY, January 11th, 2021
Watch the replay below
Healthcare analysts Tom Tobin and William McMahon review their best stock ideas, major healthcare themes and more.
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 and utilization are trending. Alongside a host of other companies, ONEM will be speaking at JPM Healthcare Conference on Tuesday.
- 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 COVID19 cases and COVID19 Vaccination, cases remain well ahead as the vaccine roll out has been slow, although mainly for clerical and logistical reasons that can be fixed. The current disappointing vaccination pace should reach 50M of the most vulnerable people by the end of 1Q21. It should be enough to keep us COVID-comp(+) into 2Q21.
- Weekly MicroQuad Update | We're continuing 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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