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Dave Nicoski ...
  • Ross LaDuke
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Insights: Bullish Health care Services Stocks

Health Care Business Services offers attractive entry point -- add exposure

Group HC-30 Health Care Business Services is focused on harnessing technology to create solutions that improve patient outcomes and create efficiencies for medical professionals. This recommendation is at the intersection of Health Care, Technology, and Services, with the latter two Sectors being our favorite overweights at this point in time. Below we lay out what we believe is a compelling case to add exposure at current levels.

• Tabula Rasa HealthCare (TRHC): TRHC is our favorite opportunity out of today's three recommendations, as the stock exhibits fresh bullish price and RS inflections topside 11-month downtrends. We see no reason why TRHC can't repeat a move similar to the July 2017 through September 2018 timeframe -- add exposure to this small-cap growth stock... see chart below.

• Veeva Systems (VEEV) and R1 RCM (RCM): VEEV and RCM are two attractive names that are established leadership, and we expect this leadership to continue. Both remain in price and RS uptrends and have pulled back to logical support at their respective 50-day moving averages -- buy... see page 2.
Underlyings
Accretive Health

R1 RCM is a provider of revenue cycle management (RCM) services and physician advisory services (PAS) to healthcare providers. The company manages healthcare providers' revenue cycle operations, which involves processes including patient registration, insurance and benefit verification, medical treatment documentation and coding, bill preparation and collections from patients and payers. The company's primary RCM service offering is built on the R1 Performance Stacksm, a holistic operating model designed to fit into a healthcare provider's revenue cycle operations. The company's PAS offering assists hospitals in complying with payer requirements. The company also provides retrospective appeal management service support.

TABULA RASA HEALTHCARE

Tabula Rasa HealthCare provides patient-specific, data-driven technology and solutions that enable healthcare organizations to optimize medication regimens to improve patient outcomes, reduce hospitalizations, lower healthcare costs and manage risk. Medication risk management is the company's main offering, and its cloud-based software applications, including EireneRx and MedWise Advisor, together with its bundled prescription fulfillment and reminder packaging services, provide solutions for a range of payors, providers and other healthcare organizations. The company also provide risk adjustment services and pharmacy cost management services.

Veeva Systems

Veeva Systems provides industry cloud solutions for the life sciences industry. Veeva Commercial Cloud is a suite of multichannel customer relationship management applications, territory allocation and alignment applications, master data management applications and customer reference and data and services. Veeva Vault is the company's suite of cloud-based, enterprise content management applications taht address the content management requirements for the company's customers'commercial functions, including medical and sales and marketing, and key research and development functions, including clinical, regulatory, quality, and, when available, safety.

Provider
Vermilion Research
Vermilion Research

Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.

Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.

Analysts
Dave Nicoski

Ross LaDuke

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