Specialist
Former SVP at American Well Corp
Agenda
- Recent trends and developments for Amwell (NYSE: AMWL) post-IPO
- Telemedicine demand surge and post-pandemic utilisation stickiness
- Competitive landscape and Amwell's positioning vs major players
- Business scalability and international expansion prospects
- Outlook, growth trajectory and strategic assessments
Questions
1.
What are some of the major trends and developments in the telemedicine market that you have been following over the past 6-12 months?
2.
How has the Amwell story evolved over the past couple of years through its IPO in late 2020, given the dynamics you mentioned?
3.
How do you expect telehealth visit volumes to trend over the remainder of 2021 as the COVID-19 boom begins to subside? How much of a decline might we expect as in-person visits pick back up?
4.
How would you assess Amwell’s mix across specialties as it relates to average revenue per visit?
5.
Is there anything you are tracking in the regulatory environment, perhaps in the Biden administration or CMS [Centres for Medicare and Medicaid Services], as it relates to Amwell in the telehealth market?
6.
How much pricing leverage does Amwell have to raise rates for its subscription offerings?
7.
What is important to understand about Amwell’s relationships with providers as it relates to driving telehealth adoption and visit volumes?
8.
What are your thoughts around the launch of Amwell’s new Converge platform? How much opportunity is there here for Amwell to upsell to existing health system clients?
9.
Amwell has increased R&D spending around 75% since 2019. How confident are you that these expenditures will result in meaningful revenue growth longer term?
10.
What levers can Amwell pull to continue to drive patient engagement and higher ROI per patient?
11.
How would you assess Amwell’s suitability to expand into international markets? What have been some of the historical pain points and barriers to entry to expansion?
12.
Can you outline Amwell’s relative positioning vs Teladoc, Doctor On Demand, MDLive and others with regards to service offerings and areas of differentiation? Who are the biggest competitive threats to Amwell?
13.
How much competitive overlap is there in healthcare systems between Amwell and Teladoc, who is playing more in the payer-employer segment? How do you expect this dynamic to evolve?
14.
How are you assessing the competitive threat from EMR [electronic medical records] players such as Epic and its MyChart platform? Should Amwell be concerned by this?
15.
How are you assessing the acquisition landscape for Amwell? What companies might be attractive targets? How do you expect the company to counter Teladoc’s move into chronic care management by acquiring Livongo?
16.
Cigna purchased MDlive in February 2021. Could we expect further acquisitive activity from large payers, perhaps even targeting Amwell?
17.
Is there anything else that we haven’t discussed that you want to highlight or expand on?
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