As expected Matthew Holt's run down of where capital is flowing in the private markets did not disappoint yesterday. We covered some of the major themes in VC-land, managing to squeeze in a min-immigration debate and robotics at the end. You will find the replay here. (For uncooperative browsers: https://app.hedgeye.com/feed_items/106336?with_category=48-health-policy) Timestamps below but I would encourage you to watch the whole thing.
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Timestamps: 0:00 - 2:42 - Introduction 2:43 - 20:22 Does health insurance have a role? The two drivers of high deductible plans and employer-supported consumer brands (GDRX, ONEM,TDOC, Headspace, Ginger) Impact of labor supply? 20:22 - 35:16 Telemedicine as infrastructure or its own "thing"? Coming behind it are remote patient monitoring and pharmacy delivery things a practice can plug into to provide these non-tradition services for a traditional practice. How do ME and Lemonaid fit together? (True Pill, Wheel, UNH, ME, Lemonaid; HIMS, CI) 35:16 - 46:41 Distributed clinical trials models: recruiting patients, developing a panel (Antidote, Evidation, Science37, Medible, SignalPath) Panel development has hit its telehealth moment, use of synthetic control arms. 46:41 - 51:21 Homegrown solutions replacing EHR vendors? Hard to get complete universe of patient population's activity. (HCA, CERN) 51:21 - 58:23 Will innovators solve the pressing problems of labor shortages, inflation, acuity and supply chain woes? 58:23 - 1:10:00 Q & A and navigation advocacy models; WBA VillageMD, SHCR, ANTM,
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About Matthew Holt: Best known as the founder of The Health Care Blog (THCB) and (with Indu Subaiya) the Health 2.0 conferences, Matthew splits his time between THCB, Catalyst @ Health 2.0 (not owned by HIMSS), and the SMACK.health Advisory service for health tech startups,
Starting in 2007 (yup, before Digital Health was cool!) Health 2.0 was the leading conference series showcasing frontier technologies in health care. In April 2017 HIMSS bought the conference side of Health 2.0.
Catalyst @ Health 2.0 was the other part of Health 2.0 and never went over to HIMSS. It runs challenges for organizations like Robert Wood Johnson Foundation, innovation programs for organizations like the World Bank, market intelligence services, and it owns the SourceDB which has more health tech companies in it than you can imagine!
The Health Care Blog has been a leading source of opinion, news and interviews about health and health technology since 2003, now with 100k visitors or so a month. It also features my short but sweet "Health in 2 Point 00" videos with Jessica DaMassa which runs down the latest in Digital Health deals, and the weekly #THCBGang live video/podcast where I wrangle a group of health care know-it-alls.
At SMACK.health Matthew also advises startups navigating the health care world.
During his career Matthew has spent nearly 30 years in health care and health care IT as a generalist forecaster and strategist; worked for renowned forecasting (IFTF) and polling (Harris) organizations; conducted several ground breaking in-depth studies about many aspects of health care, and delivered several keynote addresses all over the world (and now all over Zoom). He says he knows a few people too.
Emily Evans
Managing Director – Health Policy
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