On February 23rd, Nephron Research hosted a brief call to discuss our Telehealth initiation of coverage note out on Monday February 22nd.  Key topics included:

• Updated Telehealth Utilization Data – we see utilization normalizing in the high single-digits
• Comprehensive Post Pandemic Market Analysis –  public players + private pure plays + EMR vendors + telecom software
• Pure Play Telehealth Competitor Funding – who raised what and who will be next to IPO or SPAC
• Government Payor Telehealth Expansion Limitations – what stays and what goes
• Competitive Dynamics in Flux – health systems are poised to appropriate payor telehealth territory