管理式医疗与医疗设施:COVID-19追 踪.docx

管理式医疗与医疗设施:COVID-19追 踪.docx

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时间:2020-04-16

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1、EquityResearchAmericas

2、UnitedStatesManagedCareandHealthcareFacilitiesCOVID-19Tracker#8:Testing/HospitalizationUpdate;Next“HotSpots”ManagedCare&HealthcareFacilities

3、CommentWeareupdatingourCOVID-19tracker,whichisdesignedtobeasourceforkeytrendsandhealthcareservicescommentaryreg

4、ardingthecoronavirus.WeincludecommentsfromleadingindustryplayersrelativetotheCOVID-19pandemicandactionstheyaretakinginresponsetothevirus,aswellasrelevantmediareportsanddata.Today’snoteincludescommentsfrom:Anthem,TenetHealthcare,andServiceCorporationInternational,aswellasnews

5、reportsregardinghospitalfurloughsaroundthecountry.AsofApril3rd(11:45AMET),datafromJohnsHopkinsindicatethereare1.057mlnconfirmedcasesglobally,with257.8KintheUnitedStates.DatafromTheCOVIDTrackingProjectalsoindicatethatconfirmedcaseshaveledto33,047hospitalizationsacrossthecount

6、ry.POLITICO/TheCOVIDTrackingProjectData:DatafromTheCOVIDTrackingProjectindicatethatasofApril3rd(12:30PMET),1,290,619testshavebeengivenintheUS,yielding242,210positiveresults(19%).Amongthestateswiththehighestnumberofpositivetests,thedatashowNewYorkwith92,381positivetests(of238

7、,965totaltests),NewJerseywith25,590(of59,110),andMichiganwith10,791(of22,684).NextCoronavirus“HotSpots”:BloombergreportsthatWhiteHousetask-forcecoordinatorDeborahBirxindicatedthattherateofpositivecoronavirustestssuggestthatthenext“hotspots”inthecountrycouldincludeMichigan,Co

8、nnecticut,Indiana,Georgia,andIllinois.NewYorkandNewJerseybothhavepositivetestratesof35%andLouisiana’sis26%,whileMichigan,Connecticut,Indiana,Georgia,andIllinoisareat15%.Further,Colorado,WashingtonDC,RhodeIsland,andMassachusettsareat13%.ResearchAnalystsA.J.Rice2123258134aj.r

9、ice@credit-suisse.comEduardoRon2123257491eduardo.ron@credit-suisse.comCalebHarris,CPA2123257458caleb.harris@credit-suisse.comAlexanderKhan2123257714alexander.khan@credit-suisse.comDISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGAL

10、ENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesa

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