Specialist
Former C-level Executive at MDlive Inc
Agenda
- Telehealth market, focusing on Teladoc
- Recent acquisition integrations
- International expansion and reimbursements abroad
- Upcoming Medicare and Medicaid telehealth regulation
- Paediatric-specific consumer platform
Questions
1.
What’s your big-picture overview of the telemedicine space? Which trends and developments should we be aware of and which particular ones have been affecting Teladoc?
2.
What utilisation of telehealth do you expect with seniors and Medicare, realistically?
3.
What’s your sense on Medicare pricing for telehealth overall, and how Medicare Advantage plans will price telehealth with the providers?
4.
Can you speak specifically to Teladoc capabilities and the potential increase in membership base with approved virtual health plans, for example, for Medicare Advantage?
5.
You mentioned Doctor On Demand and the mix manning primary care but where would you want more clarity around the Teladoc offerings?
6.
How difficult would it be to build out the tele-primary care? Considering what we’re seeing with Doctor On Demand, what would the other players have to differentiate to effectively compete in this space?
7.
Beyond primary care and mental health, what do you think represents a large market opportunity in telehealth in terms of innovation? For example, the Maven Clinic is tackling the women’s health market. Which other areas do you think would be opportune to penetrate?
8.
Could you highlight some of Teladoc’s major strengths and weaknesses? What’s your outlook for the company’s future?
9.
How significant is the NCQA accreditation on a scale of one to five, from the perspective of payers, so integrated delivery networks (IDNs), employers and health plans?
10.
Could you expand on Teledoc’s relationship with United and the expansion to a larger population? Any insight as to the population types that could be covered here via commercial or government?
11.
What’s the potential timing for the full Tricare implementation? When might we see the full-scale roll-out, given the prolonged implementation so far?
12.
Any insight around the cadence of the CVS roll-out, what are your expectations?
13.
Expectations for Teladoc’s revenue from behavioural health is to exceed 20-30%. Do you think this sounds accurate or is it a conservative metric? What do you think about opportunities beyond that, maybe in dermatology and paediatrics?
14.
Looking at the integration of Best Doctors and Advance Medical acquisitions, how have those fared? Any readthroughs in terms of additional M&A opportunities and potential acquisition targets?
15.
Are there any notable players when it comes to competitive pressures in the market? What would be your thoughts on potential disruption from the entry of a player like an Amazon?
16.
Is there anything we haven’t covered regarding the broader telehealth space or Teladoc specifically?
17.
What’s your outlook for the space in the next 12-18 months? What should we keep an eye out for? Are there any areas which you think investors misunderstand about this space that you would like to shed light on?
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