Vertex Pharmaceuticals - Vertex Pharmaceuticals在过去12个月的总回报大约是标普500指数的两倍，股价比一年前高出40%[4] - Vertex Pharmaceuticals通过其治疗囊性纤维化的四种产品去年创造了近100亿美元的收入，同时也报告了约36亿美元的利润[6] Teladoc Health - Teladoc Health在过去几年经历了一些困难，但其净亏损已经大幅缩减，第三季度的营收同比增长了8%[16]

urbazon/E+ via Getty ImagesIntroduction and Investment Thesis Teladoc (NYSE:TDOC) is a virtual healthcare services company that has severely underperformed the indices over the last 2 years. However, the latest earnings call suggests there is growing evidence of Teladoc’s renewed focus on improving its overall profitability, as Adjusted EBITDA grew 73% YoY. While investors are still wary about competitive threats from legacy players as well as technology giants such as Amazon (NASDAQ:AMZN) and Walmart ( ...

Last year was a big one for most growth stocks, but Teladoc Health (TDOC -1.05%) didn't participate in the rally. Shares of America's largest telehealth provider dropped 9% in 2023 and are down 6% so far this year.If we look back a little further, we can see the stock is down more than 90% from the peak it reached almost three years ago.You wouldn't know it by looking at its stock chart, but Teladoc Health is a much larger business than it was a few years ago. Could now be the right time to buy this beaten- ...

The latest trading session saw Teladoc (TDOC) ending at $20.24, denoting a +1.96% adjustment from its last day's close. The stock's change was more than the S&P 500's daily gain of 1.23%. Elsewhere, the Dow gained 1.06%, while the tech-heavy Nasdaq added 1.7%.The the stock of telehealth services provider has fallen by 6.72% in the past month, lagging the Medical sector's gain of 3.16% and the S&P 500's gain of 0.94%.The investment community will be paying close attention to the earnings performance of Telad ...

PURCHASE, NY, Jan. 18, 2024 (GLOBE NEWSWIRE) -- Teladoc Health (NYSE:TDOC), the global leader in whole-person virtual care, today published its fourth annual Corporate Social Responsibility (CSR) report. The latest report highlights the organization's growing positive impact on communities around the globe—from expanding access to equitable care and advancing health equity, to further reducing packaging materials to support sustainability goals. It also follows a landmark year for the company, which surpass ...

Teladoc Health股价表现 - Teladoc Health 最近股价上涨18%，投资者开始重新看好这支股票[1] Teladoc业绩表现 - Teladoc 在2020年收购 Livongo 时支付了高昂的价格，导致公司遭受数十亿美元的减值损失，但在2023年前九个月，减值损失不再拖累其业绩，营收增长近10%[3][4] 远程医疗市场前景 - 分析师预计到2030年，远程医疗市场价值将达到4553亿美元，是目前市值的3倍以上，增长率为24.3%[7] Teladoc长期增长机会 - 远程医疗行业仍然充满机遇，Teladoc 作为行业内的大公司，有望从长期增长中受益[11][12]

In the latest trading session, Teladoc (TDOC) closed at $21.80, marking a -0.05% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.57%. Elsewhere, the Dow saw an upswing of 0.46%, while the tech-heavy Nasdaq appreciated by 0.75%.Shares of the telehealth services provider witnessed a gain of 14.19% over the previous month, beating the performance of the Medical sector with its gain of 6.86% and the S&P 500's gain of 3.4%.The investment community will be paying clos ...

Teladoc Health, Inc. (NYSE:TDOC) 42nd Annual JPMorgan Healthcare Conference January 9, 2024 4:30 PM ET Company Participants Jason Gorevic - CEO Conference Call Participants Lisa Gill - JPMorgan Lisa Gill Good afternoon. My name is Lisa Gill, and I am the Head of Healthcare Services at JPMorgan. With me this afternoon, I have Teladoc Health. Presenting for Teladoc is CEO, Jason Gorevic. When Jason has done with his presentation, he'll join me over here, and we'll have a little fireside chat. So with that, ...

公司概况 - Teladoc Health是全球领先的虚拟医疗服务提供商[3] - Teladoc Health的平台服务约9000万人，主要通过大型雇主和健康计划提供[3] - Teladoc Health每年进行超过2000万次虚拟就诊，与会员进行超过5亿次医疗互动[4] - Teladoc Health在整体医疗行业拥有超过60的净推荐分数，被Newsweek评为最受信任的医疗品牌[5] 业务概况 - Teladoc Health的业务分为综合护理和BetterHelp两个部分[6] - 综合护理占据了Teladoc Health收入的56%，主要通过B2B2C模式销售给雇主、健康计划和医院系统[6] - BetterHelp主要销售虚拟心理健康服务，收入已经从1亿美元增长到10亿美元[8] - 综合护理主要包括虚拟急诊、虚拟初级护理、虚拟营养和皮肤科服务[9] 公司发展 - Teladoc Health通过数据科学和机器学习来提高临床护理和会员参与度[15] - Teladoc Health通过扩大客户群体和交叉销售不同产品和服务来实现增长[17] - 公司在慢性护理服务方面取得了良好的增长，从12%增长到14%的渗透率[22] - 虚拟初级护理产品Primary 360在2023年实现了约2%的渗透率，带来约3000万美元的收入[23] 客户和市场 - 公司在2023年约75%的销售来自现有客户，未来有巨大的增长机会[24] - 公司约30%的会员使用了多种慢性护理服务，这提高了收入[26] - 公司利用捆绑销售和人工智能等技术提高了客户参与度和招募率[27] - 公司通过扩大产品范围和服务对象，成功将客户的收入从2021年的1900万美元增长到2024年的6300万美元[29] BetterHelp业务 - 公司的BetterHelp平台在市场上拥有无与伦比的优势，通过规模化运营和先进的机器学习技术，成功提高了客户留存率和服务持续时间[39] - BetterHelp业务从2014年的100万美元增长到现在的超过10亿美元[53] - 公司正在寻求将BetterHelp的能力更多地引入B2B业务[56] - BetterHelp业务仍在增长，公司继续改进以提高客户保留率和财务表现[77] 财务状况 - 公司在2023年前三个季度产生了超过1亿美元的自由现金流[44] - 公司预计全年将产生超过1.75亿美元的自由现金流[44] - 公司专注于平衡增长，既关注营收增长又关注利润增长[44] - 公司表示他们在2023年看到了利润率的扩张，并表示这种增长将持续[83]

Teladoc股价表现 - Teladoc (TDOC) 最新收盘价为 $21.36，较前一天上涨了 +0.56% [1] - 过去一个月，Teladoc 的股价上涨了 12.02%，超过了医疗行业的 5.72% 和标普500指数的 2.56% [2] Teladoc财务预测 - Teladoc 即将公布的每股收益预计为 -$0.22，较去年同期增长了 4.35%。预计营收为 $670.77 亿美元，较去年同期增长了 5.18% [3] 分析师观点 - 分析师对 Teladoc 的预测变化可能会影响股价走势，积极的变化表明分析师对公司的业务和盈利前景持乐观态度 [4]