Yesterday, Matthew Holt and I went through a number of the health care SPAC IBCs and a few of the personalities involved. As expected, Matthew did not disappoint, offering wit and wisdom from years of experience with health care technology. Timestamps below. Well worth your time to get this important perspective. CLICK HERE for event replays (includes video/audio replays and materials link)
(For uncooperative browsers, cut and paste link: https://app.hedgeye.com/feed_items/96438?with_category=48-health-policy)
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Timestamps: 0:00 - 1:51 Intro 1:52 - 8:02 Why SPACs and Why Now? "Looking for an Exit Door" 8:02 - 17:00 FCAC/SHCR: Our Top Pick 17:00 - 24:47 GIX/Uphealth & Cloudbreak "This is an old-fashioned roll-up." 24:47 - 32:10 HECCU/Talkspace "There are a bunch of companies [like Talkspace] you have never heard of." 32:10 - 39:16 JWS/Cano Health "I don't know how much of this is about genuinely improving ...care." 39:16 - VGAG/23andMe "I just don't see this one." 45:00 - 53:32 CLOV (with an OSCR mention) "How do you scale that thing?" 53:32 - 57: 54 Future SPAC candidates: Matthew's Top Picks: Color Genomics, RO, WellTok; Honorable Mentions: Olive, Cedar, Lira, Dispatch Health, Rapid SOS, Sidecar Health. 57:54 - 59:09 Thoughts on Ambulanz 59:09 - 1:03 Thoughts on Olive "Why is there still so much mess in the back office of hospitals trying to get paid." 1:03 - 1:06 Humana and its value-based companies in the era of direct contracting |
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
