An examination of the Teladoc Health and Livongo Health $LVGO merger that will occur in Q4 2020, and to figure out IF the combined entity is a positive move for investors, or a complete BUST! Should you BUY either TDOC or LVGO now, after the announcement?

At its core, Livongo is both a health services provider but also a cloud computing company which leverages data science and connected devices. It has built a unique system called Applied Health Signals, which monitors and tracks blood sugar, blood pressure and a patient's weight, and funnels all of the data into an AI+AI (Artificial Intelligence) engine which then analyses it. The engine also combines the health metrics with a multitude of data points such as weather forecasts and the
locations of nearby facilities such as gyms and pharmacies, to create a tailored, personable and actionable health maintainence plan. Even social factors of health like commute times, where users shop for groceries, and how often they go for walks can all be integrated by the platform. Each time a health signal is delivered, the engine collates
the new data and is able to iterate to further personalize future interactions. The ultimate goal of the system is to provide 1-on-1 coaching of patients to manage chronic health conditions, primarily diabetes and hypertension, and gently nudge users to take the necessary precautions or actions in order to live in a healthy and sustainable manner.

Just like Livongo, Teladoc is a trailblazer in the eHealth space. It is the first-mover in the virtual healthcare segment, having gone public 5 years ago, and is by far the largest with 51.5 million paid members as of Q2 2020, and a network of over 50,000 physicians, providing non-emergency consultation within 450 medical sub-specialties, ranging from everyday care (including flu, sinus infections and stomach aches), to mental health through councelling and even prevention (such as nutrition advice). Not to mention that it has already established a foothold globally, across even parts of Europe, China South America and the pacific. The company concept is quite simple - download their app on a mobile device, register for an account and get access to a doctor or other healthcare provider remotely, who can then provide advice or a prescription right at a user's fingertips. The app itself enables Teladoc to predominantly collect its revenue via account subscriptions either through channel partners such as global insurers or working in combination with employers and hospitals, so similar to Livongo in a sense, but they also offer a Direct-To-Consumer alternative, which charges per call, and this actually constitutes around 25% of their top line.

This video attempts to analyse the individual value propositions, but also the SYNERGY between the companies if they can dominate the e-Health and digital health space collectively. It digs into some of the financial metrics such as the gross margin, the QoQ and YoY comparative metrics and even a look at the Price to Sales ratio.

Timestamps:
- Intro: 0:00
- Merger is announced: 0:34
- Stock conversion rate: 1:39
- A HORRIBLE deal?: 2:48
- Livongo's value proposition: 4:58
- Teladoc is an e-Health trailblazer: 7:07
- A unified digital platform: 9:07
- Why a merger was GOOD for Livongo: 10:20
- Why a merger was GREAT for Teladoc: 11:03
- Synergy metrics: 11:37
- Teladoc amplifies Livongo: 12:41
- A potential DATA driven e-Health ecosystem: 13:40
- The NEW Total Address Market: 14:58
- An overview of consolidate financials: 15:09
- A currently underrated Price to Sales ratio: 17:00
- Outro: 18:05

#Stocks #Livongo #Teladoc #LVGO #TDOC $LVGO $TDOC #Investing #Healthcare #AI #RobinhoodApp #RobinhoodInvesting

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Teladoc & Livongo Merger Announcement Slidedeck -
https://ir.livongo.com/static-files/1...

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