$TXG tracking data updates this weekend gives us our first cut at 3Q26 revenue. Hosting a call next week to cover the outlook plus what we know about the #AI-wet-lab build out. #AI bio theme, great story if true. @Hedgeye @KeithMcCullough
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congrats to Tobin staying focused and refining his process and alway's striving to communicate it faster and better. @HedgeyeHC And thanks Loki! iykyk. And thanks to Keith not being self righteous about the success eventhough some try to project same. Insights and returns!
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I'm listening to $HCA at Wells Fargo... On The Call this morning I told @KeithMcCullough I didn't have them missing again on 3Q26. I didn't hear anything that changes that data driven view.
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$DGX can run to $350. We presented the long case in June. Secular acceleration from consolidation, direct to medical consumer trends, and #AI. @Hedgeye @KeithMcCullough
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We were short $TXG from $70 to $7 guided by our data tracker (chart below) built with a curated subset of NIH grants. We've been long from $11 to $45 as the tracker stabilized and turned positive, with a very long and large tail to come. @RPKent @Hedgeye @KeithMcCullough
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I guess it's timely that I am touching on $TXG this morning on #TheCall. @KeithMcCullough @RPKent @Hedgeye
Because @HedgeyeHC is the man... Razor / razorblade model in life sciences. Consumables driving gross margin expansion while the launch of the Atera plaform in likely to re-accelerate growth in the next year.
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Big League SELL call by Tobin @HedgeyeHC on $HCA paid out big time today
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Underrated risk for those expecting elective surgery/routine dx volumes to rebound anytime soon. Even higher-acuity stuff is likely affected at the margin.
The TL;DR here is that people are losing insurance. ACA exchange is due to a combo of policy and price, and the drop is happening the fastest here, but some % of Medicaid covered lives are likely to burn off over the next 2-3 years as well due to policy. Both are the more profitable channels for hospitals vs Medicare, bad for willingness to accept pricing power from device makers etc. going forward.
Next few years are going to be very different for HC investing than the 2010s. If you have to be involved, try to be long exposed to aging and nothing else if you can. Lots of ways to do this but it rules out a ton of large cap.
$HCA pre-announced negative this morning and guided 2026 ranges lower. 2Q26 missed excluding catch up FL payment. The headwind from #ACA is worse as we went though yesterday. Higher Medicaid Supplemental money is a low quality patch. Surgical trends are terrible.
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Artfully phrased - Higher Medicaid Supplemental money is a low quality patch.
I like the understatement.
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RT @Mike_Taylor1972: There goes the hospitals.
“Let me introduce you to my little friend, bad debt”
Recall these names traded at 5x until…
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We are presenting $HCA short at 12:30PM today. Quad Factor headwinds, Signal Strength Short, Fundamental downside 2Q26, secular headwinds 2026 and 2027. @Hedgeye @KeithMcCullough
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U.S. Adults' Ability to Afford Healthcare at a Five-Year Low news.gallup.com/poll/710942/… #
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Buyers of dips in @HedgeyeHC names being handsomely rewarded today. Thanks Tom!
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Signal Strength Stocks
(Quantamental picks product)
Long Healthcare yet?
Single Stock ideas making their move up our time-held list by Dr. Tobin @HedgeyeHC
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What a Brooklyn bodega reveals about the craze for an experimental weight-loss drug cbsnews.com/news/weight-loss… $LLY $NVO #peptides #retatrutide #legacyhealthcare
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