Credit Suisse June 1, 2020
In this report, we provide a recap of where the telehealth industry was pre-COVID, what changed during COVID, and what is likely to determine the path going forward.
- The Genie is Out of the Bottle, but the Jury is Still Out on the Magnitude of the LT Implications.While it is still early to speculate about life after COVID-19, the investor questions we have fielded most often over the past 1-2 months revolve around – what the future of telehealth could look like once the pandemic is over? The phrase “the genie is out of the bottle” in the context of the telehealth industry has come up in every telehealth-related industry/expert call or meeting we have hosted over the past...
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