On July 1st, Nephron launched coverage of Life Science Tools & Diagnostics. Topics of discussion included views on the long-lasting implications of COVID-19 on the industry, the top factors which will dictate the shape of the recovery, as well as our top stock recommendations.

On June 23rd, we were joined by Joon S Lee, MD and Chronis Manolis, RPh to discuss the impact of COVID-19 and outlook for reopening with UPMC, one of the country's most sophisticated integrated health systems (40 hospitals, 8,000 beds, 700 outpatient sites, 3.7mn life health plan).  Key topics covered included:

• Integrated Systems: The accelerated advantages of an integrated system through the pandemic, and how providers will have to rely more on payors in the future
• Pharma & Pharmacy: Impact of COVID-19 on Acute Vs. Chronic, Brand Vs. Generic, Retail Vs. Mail, 30 vs 90 and Commercial Vs. Public Pay
• PBM: Formulary strategy emerging from COVID-19, including initial PBM responses for 1/1/2021
• Diagnostics: UPMC’s efforts to match testing capacity to testing demand and outlook for reopening

On Wednesday, June 3rd, Nephron hosted Andy Slavitt for another chapter of the Nephron Research Expert Series. Slavitt brought the most up to date perspectives on the COVID pandemic, insights into how the government is reacting (and should re-act), as well as views on how health plans and health systems are being impacted.

On 5/21/20, Nephron hosted the CEO of ReviveHealth, Brandon Edwards.
This virtual meeting gave the most current view of the re-opening of the healthcare economy from the source. If you are trying to figure out the impact on hospitals and health plans, this is a must-listen event. Lately, the clear focus has been on helping their systems “re-open” and ReviveHealth serves as a strategic partner for that process.  We got several real-time anecdotes on actions being taken around resumptions of services.

On Friday Feb. 28th, we hosted a conference call on the potential impact of COVID-19 on the Drug & Med Supply Chains with Premier Inc's President Michael Alkire, leader of Premier's efforts to address drug shortages, and David Hargraves, SVP Supply Chain.

With $61bn of annual GPO purchasing volume across 2,500+ hospitals and substantial contract manufacturing operations, Premier is unique positioned to help us take a closer look at the potential impact of shortages on Med Tech, Diagnostics, Consumables and Pharmaceuticals. 
  
 This call is relevant for investors in:

• Hospitals and Alt. Site Facility Operators
• Med Devices Manufacturers
• Diagnostics and Consumables Manufacturers
• Brand and Generic Drug Manufacturers
• Drug Distributors and Pharmacies

On 12/19/19, we published a comprehensive overview of the healthcare services market as we look toward 2020. We included our views on the most important industry trends as well as updates on our covered companies including targets and estimates.   On 12/20/19, we pared down the slides and held a conference call to walk through our thoughts for the year ahead.  The following is a replay of that call.

Murray Aitken, SVP & Executive Director, IQVIA Institute for Human Data Science

Ron Kuerbitz, CEO, Agilon Health
Manmeet Kaur, CEO, City Health Works
Dr. Richard Park, CEO, CityMD
Praveen Thadani, SVP Strategy, Trend, Innovation, Humana

Richard Rakowski, CEO, MedicallyHome
Bill McIvor, EVP & Chief Development Officer, Seniorlink

Eric Kinariwala, CEO, Capsule
Michael Dlugos, VP Pharmacy Strategy, GoodRx
Ed Kilroy, CEO, MedAvail