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
