As COVID-19 testing moved from being a tool for the diagnosis and treatment of disease to a surveillance strategy to a labor demand, it has become somewhat disconnected from the presence SARS-CoV-2. The stunning amounts of federal resources being poured into testing, tracing and sequencing almost assures some level of testing will persist into 2022. The spotty roll-out of vaccinations in non-urban centers, if it continues, may mean testing will be required in certain industries like food processing. Pending federal OSHA rules may require it.
It is a fluid situation for certain and defies a simple open/not open thesis applied across the testing industry. CLICK HERE for video & audio replays. For difficult browsers cut and paste: https://app.hedgeye.com/feed_items/98068?with_category=48-health-policy. You can access slide deck here.
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Timestamps: 0:00 - 0:50 Introduction 0:50 - 4:46 Politicization of testing 4:46 - 9:06 Evolution of testing from diagnosis and treatment to screening for disease and ramp in volume 9:06 - 16:20 Limits of EUAs and documentation of administration and vaccination hesitancy 16:20 - 18:07 Testing channels (clinical, workplace/school, worried well, high risk populations) 18:07 - 21:25 How much testing is enough; TAM of 31M/month; testing segments 21:25 - 26:05 Correlation between clinical activity and testing; thresholds for ongoing clinical testing; role of ACLA member labs 26:05 - 32:56 Tradeoffs between routine and COVID testing 32:56 - 34:50 Share shift in Florida 34:50 - 37:44 Explosion in lab capacity 37:44 - 44:52 The federal government's "wall of money," testing expenditures and how long the money will last 44:52 - 56:04 Q & A |
Emily Evans
Managing Director – Health Policy
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