美国医疗保健服务行业周报：ACHC、ASTH、MCK、RDNT和THC最新动态

Brian Tanquilut * | Equity Analyst(615) 963-8338 | btanquilut@jefferies.comJack Slevin, CFA * | Equity Analyst(212) 284-4686 | jslevin@jefferies.comMeghan Holtz * | Equity Associate+1 (212) 708-2876 | mholtz1@jefferies.comSource: Jefferies, Company Data Exhibit 1 - Price Performance - Names With Most Inbounds for the Week.TickerNameACHCAcadia Healthcare Company, Inc.ASTHAstrana Health Inc.CVSCVS Health CorporationMCKMcKesson CorporationRDNTRadNet, Inc.THCTenet Healthcare CorporationSource: Jefferies, FactSetExhibit 2 - Price Performance - Healthcare Service Companies.TickerPriceHealthcare Staffing & Other SvcsAMN$22.69ATGE$134.74CCRN$13.99MD$14.93Medical Equipment & Med Device SvcsAHCO$9.02Post-Acute CareAMED$94.62AVAH$5.99BKD$6.89ADUS$111.63EHC$120.87EHAB$10.64MODV$0.92Pharma Distribution/ServicesCVS$62.53WBA$11.29BTSG$24.43COR$290.22CAH$154.25MCK$724.18Behavioral HealthACHC$26.15HospitalsCYH$4.35HCA$387.52THC$165.47Outpatient Specialty ServicesSGRY$23.94RDNT$61.14USPH$79.84DNTL-CACAD 8.58EYE$19.22LFST$5.84OPCH$33.23Value-Based CareASTH$27.18AGL$2.45PRVA$25.02Source: Jefferies, FactSetPlease see important disclosure information on pages 3 - 8 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Company Valuation/RisksFor Important Disclosure information on companies recommended in this report, please visit our website at https://javatar.bluematrix.com/sellside/Disclosures.action or call 212.284.2300.Analyst Certification:I, Brian Tanquilut, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Jack Slevin, CFA, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.I, Meghan Holtz, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report.As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receivescompensation based in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate, butvarious regulations may prevent us from doing so. Aside from certain industry reports published on a periodic basis, the large majority of reports are publishedat irregular intervals as appropriate in the analyst's judgement.Investment Recommendation Record(Article 3(1)e and Article 7 of MAR)Recommendation PublishedRecommendation DistributedCompany Specific DisclosuresJefferies is acting as financial advisor to Duly Health and Care for the strategic partnership with Surgery Partners on the outpatient Ambulatory Surgery Cen-ters in Lombard, IL and Westmont, IL.Within the past 12 months, Jefferies Financial Group Inc., its affiliates or subsidiaries has received compensation from investment banking services from AddusHomeCare Corporation.Within the past twelve months, Addus HomeCare Corporation has been a client of Jefferies Financial Group Inc., its affiliates or subsidiaries and investmentbanking services are being or have been provided.Jefferies Financial Group Inc., its affiliates or subsidiaries has acted as a manager or co-manager in the underwriting or placement of securities for AddusHomeCare Corporation or one of its affiliates within the past twelve months.Jefferies Financial Group Inc., its affiliates or subsidiaries beneficially owned 1% or more of the common equity of AdaptHealth Corp. as of last month's end (orthe prior month’s end if this report is dated later than 10 days after the most recent month end).Jefferies Financial Group Inc., its affiliates or subsidiaries beneficially owned 1% or more of the common equity of Community Health Systems, Inc. as of lastmonth's end (or the prior month’s end if this report is dated later than 10 days after the most recent month end).Within the past 12 months, Jefferies Financial Group Inc., its affiliates or subsidiaries has received compensation from investment banking services fromLifeStance Health Group Inc.Within the past twelve months, LifeStance Health Group Inc has been a client of Jefferies Financial Group Inc., its affiliates or subsidiaries and investmentbanking services are being or have been provided.Jefferies Financial Group Inc., its a