Compounders: The Anatomy of a Multibagger

Driving the Healthcare Industry to Embrace Non-Invasive Ventilation with Casey Hoyt, CEO of Viemed Healthcare, Inc. (NASDAQ/TSX: VMD)

April 13, 2022

My guest on the show today is Casey Hoyt, the CEO of Viemed. Viemed is a 196 million dollar market cap company that provides in-home durable medical equipment (DME) and post-acute respiratory healthcare services to patients in the United States. The company has developed a specialty in providing non-invasive ventilation to patients with chronic obstructive pulmonary disease or COPD. Casey took over as CEO in 2017 and has helped the company grow its revenue meaningfully over that time, even accounting for the COVID headwinds the company has seen over the last few years. Given Viemed’s impressive recent track record and the amount of white space it has to continue to serve even more at-risk patients, I was looking forward to talking to Casesy about:

  • The elements that have led to such rapid revenue growth;
  • The attractiveness of in-home care relative to acute and outpatient case;
  • The size of the COPD population in the U.S. and how Viemed can increases the penetration of non-invasive ventilation;
  • How the company is attracting and retaining talented people in a very tight labor market for healthcare workers; and
  • How the company thinks about adding new products and services to its current offerings.

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