Hedgeye House Call - The Doctor is in
On Monday’s Hedgeye House Call, we will cover:
- The Pitch/Earnings Recap – NTRA | If you blinked, you would miss the wealth of new information which has come out surrounding our Natera thesis in the last 48 hours. Following the substantial beat and raise on their earnings call last night, we had the privilege of hosting Natera’s CFO, Mike Brophy, on HedgeyeTV first thing this morning. We had been growing increasingly excited (evidenced by the re- ranking and preview note) into the print and look forward to sharing the key takeaways from these events.
- Health Care Macro Update – AMN | Throughout the week, the ADP and BLS released a number of health care labor- related series which we track in order to build our health care labor demand model and contextualize the macroenvironment for our names. Following a significant beat from AMN (in which they referenced the JOLTS data we often show), we plan to analyze these time series, as well as further expound upon the earnings recap note that we posted earlier today.
- Weekly MicroQuad Update – Earnings | Another week of interesting moves from the MicroQuad screen. This time, in the form of a couple COVID testing beneficiaries, FLGT and QDEL, moving into MQ4. While these movements are quintessential in understanding the estimate revision trends of our names, we plan to tie the results of the screen into the number of data points we received from earnings calls this week including NVTA, EXAS, NEO, TXG, USPH, and many more.
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Hedgeye House Call | The Pitch Recap (NTRA), HC Macro Update (AMN), Weekly MicroQuad Update Please join us on Monday, May 10, 2021 @ 2 PM ET - Add to Outlook Calendar Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Call Notes & Replay | Post-Earnings Q&A | Mike Brophy, CFO of Natera (NTRA)
CLICK HERE for event details (includes video link and materials link).
Earnings Recap | AMN | Immune to the COVID-Comp
CLICK HERE to access the associated note.
Earnings Recap | NTRA | MicroQuad Momentum, 2022 Estimates Moving Higher
CLICK HERE to access the associated note.
Earnings Preview | NTRA | Ramping Claims Suggest Strong Q1 Results
CLICK HERE to access the associated note.
Call Notes & Replay | Executive Insights | Health Care Staffing (AMN) & Digital Health Remain Hot
CLICK HERE for event details (includes video link and materials link).
Hedgeye House Call | The Doctor is In | May 4th, 2021 @ 10 AM ET | FAII, HC Macro, Weekly MQ Update
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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