瑞信-美股-医疗保健行业-管理式医疗与医疗设施COVID-19追踪-2020.4.3-38页.pdf

1、 Managed Care and Healthcare Facilities COVID-19 Tracker#8:Testing/Hospitalization Update;Next“Hot Spots”Managed Care&Healthcare Facilities|Comment We are updating our COVID-19 tracker,which is designed to be a source for key trends and healthcare services commentary regarding the coronavirus.We inc

2、lude comments from leading industry players relative to the COVID-19 pandemic and actions they are taking in response to the virus,as well as relevant media reports and data.Todays note includes comments from:Anthem,Tenet Healthcare,and Service Corporation International,as well as news reports regar

3、ding hospital furloughs around the country.As of April 3rd(11:45 AM ET),data from Johns Hopkins indicate there are 1.057 mln confirmed cases globally,with 257.8K in the United States.Data from The COVID Tracking Project also indicate that confirmed cases have led to 33,047 hospitalizations across th

4、e country.POLITICO/The COVID Tracking Project Data:Data from The COVID Tracking Project indicate that as of April 3rd(12:30 PM ET),1,290,619 tests have been given in the US,yielding 242,210 positive results(19%).Among the states with the highest number of positive tests,the data show New York with 9

5、2,381 positive tests(of 238,965 total tests),New Jersey with 25,590(of 59,110),and Michigan with 10,791(of 22,684).Next Coronavirus“Hot Spots”:Bloomberg reports that White House task-force coordinator Deborah Birx indicated that the rate of positive coronavirus tests suggest that the next“hot spots”

6、in the country could include Michigan,Connecticut,Indiana,Georgia,and Illinois.New York and New Jersey both have positive test rates of 35%and Louisianas is 26%,while Michigan,Connecticut,Indiana,Georgia,and Illinois are at 15%.Further,Colorado,Washington DC,Rhode Island,and Massachusetts are at 13%

7、.3 April 2020 Equity Research Americas|United States DISCLOSURE APPENDIX AT THE BACK OF THIS REPORT CONTAINS IMPORTANT DISCLOSURES,ANALYST CERTIFICATIONS,LEGAL ENTITY DISCLOSURE AND THE STATUS OF NON-US ANALYSTS.US Disclosure:Credit Suisse does and seeks to do business with companies covered in its

8、research reports.As a result,investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report.Investors should consider this report as only a single factor in making their investment decision.Research Analysts A.J.Rice 212 325 8134 aj.ricecredi

9、t- Eduardo Ron 212 325 7491 eduardo.roncredit- Caleb Harris,CPA 212 325 7458 caleb.harriscredit- Alexander Khan 212 325 7714 alexander.khancredit- 每日免费获取报告1、每日微信群内分享7+最新重磅报告；2、每日分享当日华尔街日报、金融时报；3、每周分享经济学人4、行研报告均为公开版，权利归原作者所有，起点财经仅分发做内部学习。扫一扫二维码关注公号回复：研究报告加入“起点财经”微信群。3 April 2020 Managed Care and Heal

10、thcare Facilities 2 Tracking Global Cases While the first significant outbreak of confirmed cases began in China,the case count there has largely flattened,while the US,Spain,Italy,and Germany have surpassed China by number of confirmed cases.Additionally,of the global death total,Italy has reported

11、 the most deaths of any individual country,followed by Spain.On April 2nd,the global confirmed case count surpassed one million cases.Figure 1:China(Confirmed Cases,Recoveries,Deaths)Figure 2:Italy(Confirmed Cases,Recoveries,Deaths)Source:Johns Hopkins,Credit Suisse Source:Johns Hopkins,Credit Suiss

12、e Figure 3:United States(Confirmed Cases,Recoveries,Deaths)Figure 4:Spain(Confirmed Cases,Recoveries,Deaths)Source:Johns Hopkins,Credit Suisse Source:Johns Hopkins,Credit Suisse -10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000Total ConfirmedTotal RecoveredTotal Deaths020,00040,00060,0

13、0080,000100,000120,000140,000Total ConfirmedTotal RecoveredTotal Deaths-50,000 100,000 150,000 200,000 250,000 300,000Total ConfirmedTotal RecoveredTotal Deaths-20,000 40,000 60,000 80,000 100,000 120,000Total ConfirmedTotal RecoveredTotal Deaths3 April 2020 Managed Care and Healthcare Facilities 3

14、Figure 5:South Korea(Confirmed Cases,Recoveries,Deaths)Figure 6:Iran(Confirmed Cases,Recoveries,Deaths)Source:Johns Hopkins,Credit Suisse Source:Johns Hopkins,Credit Suisse Figure 7:Germany(Confirmed Cases,Recoveries,Deaths)Figure 8:France(Confirmed Cases,Recoveries,Deaths)Source:Johns Hopkins,Credi

15、t Suisse Source:Johns Hopkins,Credit Suisse Figure 9:Daily New Confirmed Cases,China Figure 10:Daily New Confirmed Cases,Other Countries Source:Johns Hopkins,Credit Suisse Source:Johns Hopkins,Credit Suisse -2,000 4,000 6,000 8,000 10,000 12,000Total ConfirmedTotal RecoveredTotal Deaths-10,000 20,00

16、0 30,000 40,000 50,000 60,000Total ConfirmedTotal RecoveredTotal Deaths-10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000Total ConfirmedTotal RecoveredTotal Deaths-10,000 20,000 30,000 40,000 50,000 60,000 70,000Total ConfirmedTotal RecoveredTotal Deaths-2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000-10,000 20,000 30,000 40,000 50,000 60,000ItalyIranSpainSouth KoreaUnited StatesGermanyFrance3 April 2020 Managed Care and Healthcare Facilities 4 Cases Within the US Continue to Gr