巴克莱-美股-医疗保健行业-美国医师调查：COVID-19造成跨科室之间的流动降低-2020.3.30-38页.pdfVIP免费

EquityResearch30March2020COREBarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.ThisresearchreporthasbeenpreparedinwholeorinpartbyequityresearchanalystsbasedoutsidetheUSwhoarenotregistered/qualifiedasresearchanalystswithFINRA.PLEASESEEANALYSTCERTIFICATION(S)ANDIMPORTANTDISCLOSURESBEGINNINGONPAGE30.Restricted-InternalU.S.HealthcarePhysicianSurveyCOVID-19ReducesOfficeVisitsandProceduresAcrossMultipleSpecialtiesTheBarclaysGlobalHealthcareTeamsurveyed199physiciansfrom41U.S.statesacross13differentsub-specialtiesincludinginterventionalcardiology,cardiology,cardiothoracicsurgery,generalsurgery,orthopedicsurgery,painmanagement,urology,gastroenterology,endocrinology,dermatology,neurology,hemo-oncology,andrheumatologytoevaluatetheimpactofCOVID-19onpracticetrendsparticularlyofficevolumes,electiveprocedures,andprescriptionpatterns.Wepresenttheresultsherein.SurveyContext:COVID-19:GaugingtheearlyimpactonhealthcareutilizationWithinthreemonths’time,thenovelcoronavirus“COVID-19”hasrapidlyspreadthroughouttheworld.Effortshavebeenunderwayto“flattenthecurve,”someofwhichareimpactinghealthcareutilizationtrends.Governments,states,andhospitalshavecancelledelectiveproceduresinparttoavoidpotentialvirustransmissions,aswellpreservepersonalprotectiveequipment(PPE)andhospitalbedspace.Keysurveyfindings:physicianpracticesfeelingsignificantfinancialpressureNearlyallphysiciansreportedasignificantdeclineinpatientofficevisitswiththeaveragevisitsbeingdownaround50%.Theprimaryreasonbehindthedeclinesappeartobepatientcancellationofvisits.Telehealthappointmentsareupsignificantly,butperhapsnotenoughtooffsetthedeclineofin-personvisits.Regardingprescriptions,patientsareproactivelyrequestingmorerefillsandphysiciansarewillingtowritethem.Physiciansexpress...