Teladoc Health, Inc.'s (TDOC) CEO Jason Gorevic Presents at Piper Sandler 32nd Annual Virtual Healthcare Conference (Transcript)

Teladoc Health, Inc. (NYSE:TDOC) Piper Sandler 32nd Annual Virtual Healthcare Conference December 1, 2020 9:00 AM ET

Company Participants

Jason Gorevic - CEO
Mala Murthy - CFO

Conference Call Participants

Sean Wieland - Piper Sandler

Sean Wieland

Hey, everybody. My name is Sean Wieland. Welcome to the Piper Sandler Healthcare Conference. With me today, we have Teladoc Health. We have Jason Gorevic, the Chief Executive Officer; we have Mala Murthy, the Chief Financial Officer.

Jason, Mala, thank you for joining us today. Welcome back to the Piper Conference.

Jason Gorevic

Thanks, Sean. Happy to be here. Thanks for having us.

Mala Murthy

Thank you.

Sean Wieland

Of course, of course. So, we're going to -- I want to -- we have 25 minutes to chat about your business, and I wanted to take a little bit of a different approach today, make the assumption that everybody that's watching has been playing along at home on your story and understands your stock a little bit, and I want to spend our whole time today talking about synergies.

One of things that I think is really interesting about the setup of Teladoc right now is you're really in the middle of a three-way merger. I mean, if you pan out, I mean, in one year, you've got -- you're bringing together InTouch, you're brining together Livongo, and you're bringing together Teladoc; three very different businesses, very interesting businesses in their own right.

But here's how we're going to run this, is I want to take each business and pick it apart, and I want to start with InTouch. And I want to talk about why InTouch is a better business because of Teladoc and because of Livongo integration from a strategic, from an operational, from a financial perspective.

And then I want