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Healthcare Subsector Headwinds and Tailwinds
Episode 321st May 2020 • Across the Table • McGuireWoods - Alyssa Campbell and Kayla McCann Marty
00:00:00 00:26:05

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It’s too early to speculate how companies in the healthcare industry will weather the current crisis as the world is still in the trenches of the pandemic. While companies are going to rebound and bounce back more robust than ever, some may not be as successful. And, with M&A transactions still on the horizon, investors remain vigilant for valuable acquisitions in the health services industry.

In this episode of Across the Table, hosts Amber Walsh and Geoff Cockrell speak with Ryan Loehr, director at AMB, about the factors that create headwinds and tailwinds, and affect a healthcare company’s stature post-pandemic. Trends investors are closely monitoring include geographic locations and how the states have rolled out regulations – such as stay-at-home policies – and how locales are easing these restrictions.

He also discusses the telehealth industry in great detail, including issues surrounding it in the reimbursement space. Although it is not a new concept, more are seeing the value and efficiency this provides patients and consumers. They also talk about elective medical procedures and other services provided in hospitals and how the current crisis will impact these offerings in the long run.

Ryan, Amber, and Geoff also highlight the healthcare service providers with the greatest chance of thriving during the pandemic. These providers have a nominal risk for exposure to the virus, while still meeting patient needs.

As the ultimate effects and impacts remain on the horizon, it is certain M&A transactions will continue, notably in the healthcare industry.

Episode highlights

  • Location as a factor 01:42
  • Telehealth industry 03:55
  • Telehealth fraud 07:37
  • Reimbursement issues 08:17
  • On elective medical procedures 09:57
  • Lost demand for certain procedures 13:03
  • Impact of the benefits provided by employers 15:20
  • Impact on services done in hospitals 17:06
  • On distressed acquisitions 18:51
  • Health services providers that can thrive 20:41
  • Other factors and challenges 24:07

We appreciate you joining us on this episode of Across the Table. To learn more about today’s discussion or to contact us, please visit our website at mcguirewoods.com.

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This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

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