瑞银美股医疗保健行业瑞银全球医疗会议主要投资者问题201951791页

GlobalResearch17May2019UBSGlobalHealthcareConferenceKeyInvestorQuestionsfor1x1sinNewYorkUBSGlobalHealthcareConference,NewYork,May20st-22rdTofacilitateandenrichyourconversationswithmanagement,weofferyouthemostimportantquestionsforthecompaniesattendingtheUBSGlobalHealthcareConference.Thisdocumentisdesignedtoguideyourconversationswithcompanies,orsimplytomakesureyouarenotmissinganykeytopicsinyouranalysis.Wehopetoseeyouattheconferenceandremainatyourdisposaltodiscussthecontentsofthisreport,aswellasprovideyouwithcompanyvaluationmodels,industryinsightsandanyotherelementthatwillhelpyoumakebetterinvestmentdecisions.EquitiesAmericasHealthcareUSEquityProductManagement212-713-2400DanBrennan,[e-mail][e-mail][e-mail][e-mail][e-mail][e-mail][phone]MatthewTaylor,[e-mail][e-mail][phone]UBSGlobalHealthcareConference17May20192ContentsBiotechnology...................................................................................4AcceleronPharmaInc.(Buy,PT$62)............................................................5AlderBiopharmaceuticals,Inc.(Sell,PT$9)..................................................6AmgenInc.(Neutral,PT$194).....................................................................7BioXcelTherapeutics,Inc.(Buy,PT$13).......................................................8ConcertPharmaceuticals,Inc.(Buy,PT$13).................................................9EsperionTherapeutics,Inc.(Buy,PT$75)...................................................10IncyteCorporation.(Neutral,PT$82).........................................................11InterceptPharmaceuticals(Buy,PT$139)...................................................12MadrigalPharmaceuticals(Neutral,PT$143).............................................13MolecularTemplates.(Buy,PT$12)...........................................................14RegeneronPharmaceuticals,Inc.(Buy,PT$440)........................................15MedTech,Devices,&Services........................................................16AbbottLabs(Buy,PT$85)..........................................................................17BaxterInternationalInc.(Buy,PT$87)........................................................18BostonScientificCorporation(Buy,PT$46)...............................................19Demant(Neutral,DKK200).......................................................................20GlobusMedical(Buy,PT$53)....................................................................21Hill-RomHoldingsInc(Buy,PT$122).........................................................22InsuletCorporation(Buy,PT$110)............................................................23LivaNova(Neutral,PT$71).........................................................................24Masimo(Buy,PT$160)..............................................................................25Straumann(Buy,PTCHF890).....................................................................26TandemDiabetesCareInc(Buy,PT$72)....................................................27VarianMedicalSystemsInc(Buy,PT$158).................................................28HealthcareProviders.......................................................................29Amedisys,Inc.(Neutral,PT$136)...............................................................30Anthem,Inc.(Buy,PT$x)...........................................................................31CommunityHealthSystems,Inc.(Sell,PT$2).............................................32EncompassHealthCorporation(Buy,PT$82)............................................33HCAHealthcareInc.(Buy,PT$172)...........................................................34LHCGroup,Inc.(Buy,PT$133)..................................................................35MEDNAX,Inc.(Sell,PT$28).......................................................................36SurgeryPartners,Inc.(Neutral,PT$12)......................................................37UBSGlobalHealthcareConference17May20193TenetHealthcareCorporation(Neutral,PT$24).........................................38UniversalHealthServices,Inc.(Buy,PT$161).............................................39HealthCareTechnology&Distribution.........................................40AmericanWell(NotCovered).........................