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Health Information Tech – Tele Me More: Telehealth Impact Across Services, Devices, Dx, Dental & Optical
Jefferies published a collaborative deep dive into the telehealth space, now catalyzed by the COVID-19 outbreak, and found that providers’ flip from reluctance to eagerness has sparked underappreciated business model changes. With 51% of respondents to a proprietary survey now having received virtual care vs 39% pre-COVID-19 and overall satisfaction levels high, the firm expects that volume growth actually favors the provider channel, especially if reimbursement holds near parity levels. TDOC, DGX, EXAS, CDNA, ZBH, EW and EYE are potential beneficiaries of significant telehealth adoption across healthcare subsectors.
— Jefferies U.S. Healthcare teams