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semi_infinite

05/06/21 12:43 PM

#23999 RE: DewDiligence #23987

ZBH -Seems like the good news is more than discounted particularly for Vcel. Markets in need of reversion to mean.
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semi_infinite

05/26/21 3:46 PM

#24091 RE: DewDiligence #23987

Sell side had a graphic out on different classification of "elective" and Covid impact. Looks about right with the few data points I have on some specialized med tech companies.

http://www.pipersandler.com/private/pdf/COVID-19_Impact_050520.pdf