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1、9November2018AmericasUnitedStatesEquityResearchHealthcareTechnology&DistributionCSHealthcareConferenceSECTREVIEWResearchAnalystsMartinAusterM.D.2123256573martin.auster@creditA.J.Rice2123258134aj.rice@creditVamilDivanMD21
2、25385394vamil.divan@creditErinWilsonWright2125384080erin.wright@creditMichaelV.MabitoPh.D.2123257298michael.mabito@creditJailendraSingh2123258121jailendra.singh@creditQuestionsfmanagementteamsAheadofourAnnualCreditSuisse
3、HealthcareConferencewehavecompiledalistofrelevantquestionstopicsofdiscussionfrespectivemanagementteamsacrossourdiversecoverageuniverseofHealthcarecompanies.Pleasereachouttoourteamsfcopiesofourlatestmodelsotherrequestsinp
4、reparationfyourmeetingsinScottsdaleArizona.■USPharmaceuticalspage4■SBiotechnologypage17■ManagedCare&HealthcareFacilitiespage41■HealthcareTechnology&Distributionpage72DISCLOSUREAPPENDIXATTHEBACKOFTHISREPTCONTAINSIMPTANTDI
5、SCLOSURESANALYSTCERTIFICATIONSLEGALENTITYDISCLOSURETHESTATUSOFNONUSANALYSTS.USDisclosure:CreditSuissedoesseekstodobusinesswithcompaniescoveredinitsresearchrepts.AsaresultinvestsshouldbeawarethattheFirmmayhaveaconflictofi
6、nterestthatcouldaffecttheobjectivityofthisrept.Investsshouldconsiderthisreptasonlyasinglefactinmakingtheirinvestmentdecision.9November20183CSHealthcareConferenceCIGNACpation(CI)...........................................
7、..............................................50CenteneCpation(CNC)...................................................................................52CommunityHealthSystems(CYH).........................................
8、...............................55QuestDiagnosticsInc(DGX).................................................................................57HCAHealthcare(HCA)..............................................................
9、............................59HealthcareServicesGroupInc.(HCSG)..............................................................61HumanaInc.(HUM)..............................................................................
10、.................62MEDNAXInc(MD).................................................................................................64TeHealthcareCp(THC)......................................................................
11、..........66UniversalHealthServicesInc.(UHS)...................................................................68TeladocHealthInc(TDOC)..................................................................................70H
12、ealthcareTechnology&Distribution72CardinalHealth(CAH)...........................................................................................72FulgentGeics(FLGT)........................................................
13、...............................74HenrySchein(HSIC)..............................................................................................75HMSHoldings(HMSY).........................................................
14、.................................78IQVIAHoldings(IQV).............................................................................................80LabCpofAmerica(LH)......................................................
15、.................................82Lantheus(LNTH)....................................................................................................84McKesson(MCK)........................................................
16、...........................................85Medpace(MEDP)...................................................................................................87PetmedExpress(PETS)..........................................
17、..............................................90PhibroAnimalHealth(PAHC)................................................................................91Premier(PINC).....................................................
18、..................................................93WalgreensBootsAlliance(WBA)...........................................................................95Zoetis(ZTS).....................................................
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