Is the US healthcare industry starting to rebound?
In an Interview with Third Bridge Forum, the specialist told us the continued return to normalcy in the healthcare sector represents the “biggest opportunity” for healthcare management companies to “recapture and regrowth”. They were optimistic that if the US can avoid another surge in COVID-19 cases, healthcare management company One Call could grow by 10-15% this year.
The specialist said One Call’s physical therapy franchise is experiencing significant growth. However, price compression and increasing labour expenses bringing profitability under pressure. They also told us that One Call should capitalise on the growing opportunities for telehealth in the behavioural health sector, noting that no healthcare management company to date has developed a “strong global behavioural health network”.
One Call’s main advantages are its clinical services, ancillary care and its “strong” sales force, we were told. The expert also said the company could benefit from greater nurse case management (NCM) capabilities. The specialist suggested that if One Call expands into NCM, it should acquire a small NCM company rather than build one in-house because of the high start-up costs and the number of “complex” requirements and regulations associated with NCM.
Over the next 12-18 months, the specialist expects the healthcare industry to continue “normalising”, although growth is likely to be slow. One Call’s growth is expected to be “steady” but a big acquisition could significantly change the picture, we were told. The specialist speculated which companies One Call might acquire, including its “most significant competitor”.
To access all the human insights in Third Bridge Forum’s One Call Care Management – Q2 2022 company update & growth outlook Interview, click here to view the full transcript.
The information used in compiling this document has been obtained by Third Bridge from experts participating in Forum Interviews. Third Bridge does not warrant the accuracy of the information and has not independently verified it. It should not be regarded as a trade recommendation or form the basis of any investment decision.
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